2016-17 saw strong returns for investors – 5 Reasons why returns are likely to be solid in 2017-18

 Key Points  Despite a lengthy list of worries including Brexit, Trump and messy Australian growth, the past financial year saw strong returns for diversified investors as shares recovered from a rough time in 2015-16. Key lessons for investors from the last financial year include: turn down the noise around financial markets, maintain a well-diversified portfolio; […]

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Finally, some clarity

The property market has finally received some clarity in relation to the government’s plan to reduce depreciation deductions for residential properties. It’s good news too, if you ask me.  On Friday 14th July, the Treasury office released a draft bill regarding how depreciation deductions on second-hand property can be claimed moving forward. They also invited interested parties […]

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Are You Tipping the Tax Man?

A lot of people leave their preparation for the end of the financial year until it is too late. June 30 falls on a Friday this year, so ideally any strategies or contributions should be finalised by Tuesday, June 27 to be included in this financial year. If you feel that your finances could do with a […]

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Super Reform Changes for 2017

There are a number of changes to superannuation which were announced as part of the 2016 Federal Budget. Many key changes come into effect on 1 July 2017. Accordingly, taxpayers have an opportunity to take advantage of the current rules prior to 30 June when the new regime comes into force. Non-Concessional Contributions There are […]

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Is Donald Trump’s Honeymoon with Investors Over?

Since the US election last November US and global shares rallied around 8% and Australian shares rallied around 12% to their recent highs. Related to this the US dollar, bond yields and some commodity prices also pushed significantly higher. Optimism regarding Donald Trump’s pro-growth policies were not the only factor playing a role in this […]

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New Strata Laws for NSW

As of November 30, 2016 new strata laws have come into effect in New South Wales after many years of ‘toing’ and ‘froing’. Whilst these changes encompass over 90 reforms, the one everyone is talking about deals with collective – or ‘forced’ – sales. Essentially, there has been a softening in the current requirement that 100% […]

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7 steps for enjoying Christmas without the financial stress

Christmas is just around the corner, along with a hectic round of parties, family get-togethers and gift-giving. By the time the New Year rolls around your waistline might not be the only thing showing the strain.  To make sure you start 2017 fit and refreshed, rather than financially flattened, here’s a seven-step plan to consider […]

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