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Newsletters

Here’s why I think sharemarkets are over-reacting to what’s been happening in China recently:

Share markets are over-reacting to China; the long term outlook is generally positive As the adage goes ‘may you live in interesting times’. In recent months this is unquestionably true …

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Financial Insights – Dividend imputation’s unheralded magic: It makes companies make better re-investment decisions

What a dreadful thing is the dividend-imputation tax system, if you believe its critics. They allege the abolition in 1987 of the double taxation of company earnings paid out to …

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What’s causing the current volatility in global investment markets?

Share markets around the world have been experiencing a significant level of volatility this past week, and in fact since May this year. The Australian market is down 13% over …

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Money Insights Newsletter April 2015-Ongoing stimulus gives markets cause for Optimism

Share markets around the world have been experiencing a significant level of volatility this past week, and in fact since May this year. The Australian market is down 13% over …

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Prepare for Life – A story about the importance of insurance

If you are like most Australians, insurance is one of those things which can be put off for another day. But another day might be one too late – the …

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Reviewing your insurance strategy is a solid investment

We’re all interested in reviewing the current status of our wealth creation plan to see how our investments are performing. Unfortunately however, reviewing your insurance strategy is an often forgotten …

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Prepare for Life

Aged Care – too many questions, not enough time Getting your personal finances under control Meeting your future lifestyle needs – Whether you are at the beginning of your working …

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Another New Financial Year

The perfect time for a FINANCIAL SERVICE …. Everyone thinks about change and making resolutions when the calendar year ends.. but what about when the financial year ends? The new …

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Cover that’s designed for Little & BIG kids

For Parents, there’s no greater pleasure than watching your kids grow into healthy happy adults. Childhood is all about great experiences and big adventures. However, it’s not possible to prevent …

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Helping the kids buy a home

A recent survey of Australians aged 50 and over has revealed that parents give $22 billion a year to their adult children to help them get established, buy property and …

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YOU KNOW you need FINANCIAL ADVICE but who do you TURN TO?

YOU KNOW you need FINANCIAL ADVICE but who do you TURN TO

Making the best of redundancy

Have you been made redundant or suspect it may happen? You could be faced with new emotional and financial issues that you need to make informed decisions about. It’s not an …

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Economist Insights – Back to basics

Last week the president of the ECB reassured German politicians that the measures taken by the ECB since the unfolding of the sovereign crisis will not ultimately lead to inflation. …

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SMSF Technical Update

Recent laws passed affecting SMSF investment strategies, separation of assets, and  valuations In early August 2012, the Superannuation Industry (Supervision) Amendment Regulations 2012 (No 2) became law. The draft legislation was …

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Budget Booster – Top 10 Investment tips

We all have financial goals. You may want to provide the best education opportunities for your children or you may want to build an investment portfolio so you can live …

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Making the Most of Your Retirement Income

After you stop working, you can find yourself with time to do the things you may not have been able to do before, like travelling, volunteering or spending more time …

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