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Our news

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.

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Editorial July 2017: First-home buyers get some help

State and federal governments are creating new incentives to help first-home buyers get into the overheated housing market.

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Keeping In Touch July 2017: First-home buyers get some help

State and federal governments are creating new incentives to help first-home buyers get into the overheated housing market.

Read more >

Market Wrap July 2017: Fed raises rates though markets pause

Global share markets paused in the month following rising volatility on the back of lower oil prices. The Fed raised interest rates by another 25bps following better economic conditions although the market remains somewhat sceptical of the Fed’s positive outlook for inflation given softer data in recent months.

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The Key Q2 2017

SMSFs are on the rise: Could one be for you? More and more people are turning to self-managed superannuation funds (SMSFs). We explore the popularity of SMSFs and look at their benefits and risks.

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A Brighter Future