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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.

Please feel free to share our content with friends and family members.

Keeping in Touch - May 2014

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Managing the family budget

There is no doubt that the rising cost of living continues to make life challenging when you are trying to manage your household budget.

Connection Point April 2014

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Connection Point April 2014

This is our bi-monthly read aimed at providing some useful information for our industry contacts and valued referral partners. We hope you enjoy this edition of Connection Point.

This edition our articles include:

  • New SMSF penalty rules
  • Net medical expenses tax offset phase out
  • Simple advice strategies 

 

The Economic Update - April 2014

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Summary of the April 2014 FSP Economic Update

Financial markets remained volatile through March. Continued poor data in the US and China, in part reflecting weather and Lunar New Year holiday distortions, left market participants awaiting confirmation that the broad macroeconomic themes expected for 2014 remained in place.

The uncertainty created by the poor data flow saw investors move to take profits in sectors that had outperformed over the past year, especially some developed market equities.

Keeping in Touch - April 2014 - article 2

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Making the most of your redundancy payout

While being made redundant is quite common in the workforce today, it can still be a very difficult situation for many people. The thought of leaving your job with a lump sum payout can be both daunting and appealing but you should not lose sight of the fact that you may not have a regular incomeHere are some ideas around getting the most from your redundancy payment.

Keeping in Touch - April 2014

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SMSF administration

The number of self-managed super funds (SMSFs) in Australia continues to grow. SMSFs now account for around 31% of all assets within superannuation.

The Economic Update - March 2014

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Summary of the March 2014 FSP Economic Update

Financial market volatility rose early in the month as the decline in growth assets which characterised January continued into February.  This decline was driven by further signs of weakness in US economic activity, especially a softening in the pace of employment growth, combined with commentary from the US Federal Reserve (Fed) suggesting it would likely continue scaling back its asset purchase program unless growth was markedly softer than expected.

Keeping in Touch - March 2014 - article 2

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What’s in a stock

For many investors the sharemarket may seem to be a mysterious place, surrounded by strange jargon and technical complexities that can only be penetrated by those in the know. Once you break it down, however, it is not quite so scary and can have a very close link to our everyday lives.

Keeping in Touch - March 2014

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Your new year financial resolutions

The New Year is always an excellent time to look at your finances and possibly make some financial investments and now that the holiday period is well and truly behind us, this may be the right time to look at your financial resolutions.
But with so many options, it can be hard to know where to start.

The Key Newsletter – Autumn 2014

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Issue 42 of the latest market insight from Financial Services Partners.

In this issue:

  • Boost your super savings before the end of the financial year
  • Jargon Buster - some buzz words in risk insurance
  • Aged Care reforms
  • Touring the tastes of the sunshine state

Connection Point February 2014

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Connection Point February 2014

This is our bi-monthly read aimed at providing some useful information for our industry contacts and valued referral partners. We hope you enjoy this edition of Connection Point.

This edition our articles include:
Deeming rules for account based income streams
Employer contributions and the new standard
Group insurance 

 

A Brighter Future