Archived Newsletters
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Autumn 2013
(pdf download 320kb)
Contents include:
- Investment Markets Recent History
- Markets and Economy
- Outlook
- Lost Super Deadline about to Close
- Government Grab for Inactive Bank Accounts
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Summer 2012
(pdf download 2399kb)
Contents include:
- What’s inside...
- Investment Outlook
- Outlook and Markets
- Retirement Quick Facts (Part 2)
- SMSF Investment Strategy - New Rules
- Reversionary Beneficiaries
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Spring 2012
(pdf download 1823kb)
Contents include:
- What’s inside...
- Investment Outlook
- Retirement Quick Facts
- How much will I need to live on?
- Markets Outlook
- Managing Contribution Limits
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Winter 2012
(pdf download 2408kb)
Contents include:
- Back to the Future – European Worries Hit Markets
- Economy
- Outlook and Markets
- Budget 2012 Highlights
- CREATIVE DESTRUCTION
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Autumn 2012
(pdf download 2264kb)
Contents include:
- Improving Sentiment Leads to Market Rally
- Off Market Transfers To SMSFs To End 30 June 2012 - So Act Now!
- The Cost of Retirement
- Private Health Insurance Rebate
- Time to Consolidate?
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Summer 2011
(pdf download 1698kb)
Contents include:
- The European Rollercoaster Previous Quarter
- Economic Backdrop
- Outlook Investment
- Carbon Tax Compensation Measures
- Featured Service
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Spring 2011
(pdf download 3791kb)
Contents include:
- Market’s Wild Ride
- The Economic Backdrop
- Outlook and Markets
- LIFESPAN AND OMNIPORT LAUNCH LMDA SERVICE
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Winter 2011
(pdf download 1188kb)
Contents include:
- ECONOMIC AND MARKET UPDATE
- IS IT TIME FOR A “MORTGAGE
HEALTH CHECK”?
- BUDGET 2011 Summary
- END OF FINANCIAL YEAR STRATEGIES
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Autumn 2011
(pdf download 586kb)
Contents include:
- Japanese Tsunami and Middle East Unsettle Markets
- Understanding the Rules of SMSF Borrowing
- Beware the following traps when considering SMSF borrowing
- Excess Super Contributions Tax Injustice
- National Consumer Credit Protection Update
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Summer 2010
(pdf download 949kb)
Contents include:
- Markets Go Down, Markets Go Up - Again
- Non- Estate Assets and Wills
- Debt Levels and Stress Testing Your Portfolio
- SMSF’s Focus on Property
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Spring 2010
(pdf download 503kb)
Contents include:
- Weaker Outlook Impacts Markets
- What Happens if I Die Without a Will?
- Exceeding the Super Cap can be Costly
- Property and the Importance of Pre-Approval
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Winter 2010
(pdf download 736kb)
Contents include:
- Getting Your House in Order
- Markets Hoping PIGS Can Fly
- FEDERAL BUDGET HIGHLIGHTS
- Spreading the Wealth –
Resources and the Australian Equity Market
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Autumn 2010
(pdf download 986kb)
Contents include:
- Markets Mark Time
- Understanding your Super
- Watch out for your Concessional Contribution Cap
- Greed, Fear – The truths and traps of investing
- Home loans and Additional Repayment
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Summer 2009-10
(pdf download 1144kb)
Contents include:
- Markets Waiting for the Economy to Catch Up
- Identity Fraud and You
- Retirement trends of the future
- When to Refinance
- Tips to Pay Off Your Mortgage Faster
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Spring 2009
(pdf download 594kb)
Contents include:
- Glass Half Full as Markets Rally
- Pension and Work Bonus Schemes
- Life Insurance
- Offset Account Home Loans
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Winter 2009
(pdf download 441kb)
Contents include:
- Green Shoots Buoy Markets
- FEDERAL BUDGET 2009 – Important Changes
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Previous Issues
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Autumn 2009
(pdf download 492kb)
Contents include:
- Credit Crisis Impacts the Real Economy
- Caution Needed in Fixed Interest
- Redundancy Rules and Strategies
- How to convert your $900 Tax Bonus into $2250
- Take control of your mortgage
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Summer 2008-09
(pdf download 466kb)
Contents include:
- Market Meltdown: What Should Investors Do?
- Identity Fraud and You
- Can you afford not to have personal insurance?
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Spring 2008
(pdf download 353kb)
Contents include:
- The Importance of Sticking to Your Plan
- Lower Rates, Currency and Commodities
- Investment Markets Outlook
- Margin lending explained
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Winter 2008
(pdf download 2.19mb)
Contents include:
- Tax Planning Strategies
- Federal Budget 2008 - Changes at a Glance
- Diversification - A Key Part of Your Investment Strategy
- Markets Bounce Back
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Autumn 2008
(pdf download 405kb)
Contents include:
- To fix or not to fix your home loan rate in 2008?
- The impact of lump sum withdrawals from superannuation income streams on Centrelink/DVA entitlements.
- What's causing the sharemarket slide?
- Why Australian equities are good value
- Just a reminder - don't exceed your
- superannuation contribution caps!
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Summer 2007/08
(pdf download 650kb)
Contents include:
- Australia - Riding The Dragon
- Investment Markets Outlook
- USA -Spluttering, Not Running on Empty
- The Super Tax Trap
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