Monthly Musings

In this latest update we will:

  • look at the market movements for the month of November,
  • release Episode 15 of our short video series 3 Minute Tech where we will continue our coverage of succession planning whether it be in business, farming or family,
  • use our Focal Point section to highlight considerations around operating an SMSF with up to 6 members,
  • provide a short video insight into one of our experienced Private Wealth Advisers, Brad Gordon, and,
  • suggest a good podcast to listen to and an interesting book to read.

Monthly Musings

In this latest update we will:

  • look at the market movements for the month of October,
  • release Episode 14 of our short video series 3 Minute Tech. In this Episode we will cover succession planning whether it be in business, farming or family,
  • dig into the First Home Super Saver Scheme in our Focal Point section to outline some of the important rules and considerations,
  • provide a short video insight into one of our experienced Private Wealth Advisers and,
  • suggest a good podcast to listen to and an interesting book to read.

August Monthly Musings

In this edition we will:

  • provide some observations on the market movements for August,
  • release Episode 12 of our short video series 3 Minute Tech. This episode is the second part of a three part segment on Estate Planning, where we discuss “Enduring Powers of Attorney”,
  • look at the subject of share buy-backs. On the back of a strong rebound in profits, some of Australia’s biggest companies are in the midst of large share buy-backs. For investors, making the decision to participate in these buy-backs comes down to many factors, some of which we unpack within our Focal Point section. 
  • feature one of our team members being Private Wealth Adviser, Phil George, and,
  • suggest a good podcast to listen to and a good book to read.

Share Buy-backs

On the back of a strong rebound in profits, some of Australia’s biggest companies are in the midst of large share buy-backs. With buy-backs, the company can purchase the shares on the market or from shareholders directly (‘off-market’). For investors, making the decision to participate in these buy-backs comes down to many factors, some of which we unpack within Focal Point. 

Early Release of Super

Under the COVID-19 Superannuation Early Release Scheme, people who have lost their jobs or suffered a significant drop in their income have a second opportunity to access up to $10,000 from their retirement savings. With the application period for the current financial year extended to 31 December 2020, the demand for access has outstripped initial Government estimates. The nature of this scheme has seen some notable outcomes, including a boost to nonessential spending.