We release a monthly economic update, a monthly topical article and a quarterly newsletter.
The monthly economic update, Economic Update, takes a look at the latest issues affecting local and international markets.
The monthly topical article, Keeping in Touch, looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.
Our quarterly client newsletter, The Key, keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.
Please feel free to share our content with friends and family members.
The Economic Update - June 2013
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The Reserve Bank of Australia (RBA) cut rates at the May meeting using “some of [the] scope” to support demand after a lower CPI and a sustained high AUD. For the month as a whole the data flow was mixed. While employment was stronger than expected, retail sales, housing approvals and credit were soft, indicating a limited flow through to date of the 2% drop in rates by the RBA over the past couple of years.
Connection Point June 2013
Keeping in Touch - Budget 2013
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Federal Budget 2013
Earlier this week Treasurer Wayne Swan delivered his sixth Federal budget. This summary is designed to update you on some of the key announcements and help you to understand the impact to your own situation. As always you should seek advice before making any changes.
The Economic Update - April 2013
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In early May the RBA cut the official cash rate by 0.25%, bringing interest rates to a historic low of 2.75%. Providing scope to cut rates the RBA noted benign inflation and below trend economic growth.
Keeping in Touch - May 2013
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Future of Financial Advice
First announced by the Labor Government in 2010 as an initiative to improve consumer confidence and trust in the financial services industry, the FoFA reforms are about to take effect in July this year.
In the lead up to the implementation on 1 July, we would like to guide you through the changes and provide you with some meaning around the new reforms and how they will impact you.
The Key Newsletter – Autumn 2013
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Issue 39 of the latest market insight from Financial Services Partners.
In this issue:
- Boost your super savings before 30 June
- Turbo charge your income protection
- Cost effective insurance premiums
- Market commentary
The Economic Update - March 2013
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Concerns over the situation in Europe escalated in March as officials struggled to agree on terms for a bailout for Cyprus, denting investor risk appetite. Despite this, we do not see this significantly impacting the global growth outlook or the outlook for markets, though it illustrates our view that markets will remain volatile moving forward.
Keeping in Touch - April 2013
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Taking control of your finances after divorce
As financial advisers, we are acutely aware that people are usually prompted to focus on financial issues when they experience a 'significant life event'.
The Economic Update - February 2013
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We believe that world growth will remain below average on net as robust growth in Asia is offset by weakness in Europe. With continued significant excess capacity across the developed world set to suppress inflation for some time, central banks will maintain negative real interest rates and rapid monetary expansion. A continuation of the rising trend of stock prices with elevated volatility, the latter reflecting the still-elevated level of risks, seems the most likely outcome for 2013.
Keeping in Touch - March 2013
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Estate Planning Top Tips
When it comes to Estate Planning there is a lot to consider but it is important to most of us that our assets are left to the intended beneficiaries, with no negative tax liabilities. If you have structured your Will correctly, and considered your Estate Planning as a whole, there is a greater chance your wishes will be fulfilled and your loved ones will be safeguarded.
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