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2019 End of Financial Year Newsletter

The end of the financial year is coming, and so too is that one thing everybody dreads doing – their tax return. Even though your tax return can be lodged up to 31 October 2019, you may need to act now to implement some of the tax reduction and wealth building strategies outlined in this

Current market view

In 2017, we experienced a relatively benign year for investors with diversified portfolios. Returns were solid, with the typical Balanced super fund returning about 10% and volatility was low. So coming into 2018 confidence was high. But what transpired was an increase in volatility and in October and November, a strong correction in share prices

Beginners guide to property investment

Interest rate announcement - March 2019Today the Reserve Bank of Australia met to review the official cash rate. After last cutting rates in August 2016, the RBA have again decided to keep the cash rate on hold at 1.50% this month. Inflation is at 1.8% which is within the RBA’s target range of between

2018 End of Financial Year Newsletter

The end of the financial year is coming, and so too is that one thing everybody dreads doing – their tax return. Even though your tax return can be lodged up to 31 October 2018, you may need to act now to implement some of the tax reduction and wealth building strategies outlined in this

Federal Budget 2018

Tonight, 8 May 2018, the Treasurer, Scott Morrison, delivered his third budget in which he focused on personal income tax reform, job creation, essential services, security and fiscal management. Below, we summarise the key points from the 2018 Federal Budget.

2017 End of Financial Year Newsletter

The end of the financial year is coming, and so too is that one thing everybody dreads doing – their tax return. Even though your tax return can be lodged up to 31 October 2017, you may need to act now to implement some of the tax reduction and wealth building strategies outlined in this

Federal Budget 2017

Tonight, 9 May 2017, the Treasurer, Scott Morrison, delivered his second budget in which he focused on housing affordability, infrastructure and growing the economy. This newsletter summarises the key points from the 2017 Federal Budget. First Home Saver Scheme From 1 July, 2017, a First Home Saver Scheme will be introduced to help those saving

2016 End of Financial Year Tips and Traps

The end of the financial year is coming, and so too is that one thing everybody dreads doing – their tax return. Even though your tax return isn’t due until 31 October 2016, you may need to act now to implement some of the tax reduction and wealth building strategies outlined below. Make sure to

How much can I borrow to buy a property?

This is often one of the first questions that we are asked by clients when they are looking to buy a home or an investment property. In this article we focus on some of the recent changes to property loan lending and how they affect the amount that prospective buyers are able to borrow. The

Generating income from investments

The current low interest rate environment has led many income focused investors to look for assets which produce a higher level of yield than cash. Often these investors have chosen Australian shares which pay strong dividends and have franking credits attached. However, the events of the past month have been a timely reminder that dividends