Topical Articles
Home economics has retirees eyeing their most valuable asset
AUSTRALIANS are facing retirement with less superannuation after the global financial crisis. They now face another threat to their retirement wealth from weakening property prices. To view the full article including comment from Andrew Heaven, please click here.
Are you a former UK resident?
Recent changes to Pension rules by the UK Government came into effect from 6 April 2011 and impact former UK residents who have transferred or are considering transferring their UK Pensions to Australian QROPS - Click here for full article.
Carbon Tax Announcement
On Sunday 9 July the Government announced the detail of its proposal to put a price on carbon pollution. As part of those announcements the Government also announced a range of household assistance measures which are designed to help offset the price impacts of the changes. These measures include proposed tax cuts and increases in pensions, allowances and family payments. Click here for a summary of the key measures as we understand them.
2010-2011 Financial year Investment Review; The year that was.....
John Grenshaw posted a blog on our site on the 17 June which referred to an article by Ross Gittens in the SMH. The article highlighted the role of the media in driving investor sentiment. My general view is that investors are too focused on short term performance, media noise and “perceived” factors “likely” to affect future performance. These factors often have little to do with the fundamentals driving the economies and investment performance.
One could have ended the Financial Year feeling that investment markets had a shocker in 2010-2011. The reality is starkly different. I came across this article by Perennial that summarized last year in investment markets. “Felt bad but performed OK” Maybe we should let the facts stand in the way of a good story….. Click here for full article
Federal Budget Announcement
On Tuesday May 10th, Mr Wayne Swan handed down the Federal Budget for 2011 - 2012. We have prepared a summary for you, which outlines key changes impacting financial planning. Click here for your copy
If you would like to discuss the budget's consequences as they apply to your circumstances please give your adviser a call or email mail@wealthpartners.net.au.
50 years of historical market returns
Please click here to view chart showing historical returns across all asset classes over the last 50 years to 2010.
Oliver's Insights
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