Monthly Musings

In the May edition we will provide:

our update on the markets for May,
a new Episode 20 of 3 Minute Tech focussing on the very relevant “End of Financial Year Planning”,
a paper in Focal Point which provides some considerations with respect to a Superannuation to-do list heading into June 30,
provide a short video insight into our experienced Private Wealth Adviser, Brad Gordon, and,
suggest an interesting book to read.

Welcome to the March edition of our Monthly Musings.

In this latest update we will

provide our market update for March,
provide a brand new episode of popular 3 Minute Tech titled “Super’s Minimum Pension Requirements”
deliver a paper in “Focal Point” on the Federal Budget 2022-2023,
provide a short video insight into our experienced Private Wealth Adviser, Andrew Fry, and
suggest an interesting book to read.

As always, we hope you enjoy.

Welcome to the February edition of our Monthly Musings.

In this latest update we will

provide our market update for February,
provide a flashback of popular Episode 1 of 3 Minute Tech “Who gets my Super when I die?”,
deliver a paper in “Focal Point” on Minimum Pension Payments,
provide a short video insight into our great Head of Adviser Support, Karen Kernaghan, and
suggest an interesting book to read.

As always, we hope you enjoy.

Good morning!

Welcome to the January edition of our Monthly Musings.

In this latest update we will:

provide our market update for January,
release the next episode of 3 Minute Tech “Investing for Children – Part B”,
deliver a paper in “Focal Point” where we highlight how individuals can boost their superannuation balance with the use of non-concessional contributions,
provide a short video insight into one of our fantastic Associate Advisers, Katrina Ryan, and
suggest a good podcast to listen to and an interesting book to read.

As always, we hope you enjoy.

Good afternoon!

Welcome to the December edition of our Monthly Musings.

In this latest update we will:

provide our market update for December,
release the latest episode of 3 Minute Tech on “Investing for Children”,
deliver a paper on Estate Planning in Focal Point. With Australians set to pass on record amounts of wealth over the coming decades, we highlight what is typically involved in conducting an estate planning process,
provide a short video insight into one of our experienced Private Wealth Advisers, Phil George, and,
suggest a good podcast to listen to and an interesting book to read.

As always, we hope you enjoy.

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.

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.

Good morning!
Here is the July edition of our Monthly Musings straight to your inbox.

In this edition we will:

cover off on the market movements for July,
introduce the latest Episode 11 of 3 Minute Tech, where we look at “Estate Planning – Wills and Testamentary Trusts”,
provide a paper in Focal Point where we discuss some of the rules associated with inheriting personal share investments,
feature a short feature video on our Private Wealth Adviser, Andrew Fry, and,
suggest a good podcast to listen to and a good book to read.

We hope you enjoy.

Another financial year has passed and here is our June Monthly Musings. In this edition:

We provide our usual observations on the month’s market movements,
We release Episode 10 of 3 Minute Tech which looks at the 2021/22 – Changes to the Super Thresholds, and
In Focal Point, with 2020-21 done and dusted and the new financial year upon us, there are a number of important superannuation and tax changes that have come into effect. We summarise the legislative implications, some of which may prompt a review of ongoing planning.

We hope you enjoy.