Prestige Wealth Partners » News

InScope Newsletter – Seven steps to help get the right split

Rebecca — Mon, 28 Nov 2011 04:55:14 +0000

Many investors are understandably concerned when they read news stories about
fluctuating global markets, European debt problems and national political decisions
such as the carbon tax. How will this uncertainty affect the hard earned money you
have invested, especially if you are nearing retirement?

Click here to download this month’s InScope newsletter [PDF]

End of Financial Year Preparation

Rebecca — Sun, 12 Jun 2011 04:50:09 +0000

Taxation and superannuation rules include many potential benefits and deductions.
But if you don’t fulfil the requirements or miss a time deadline you may miss out.

This fact file can help you prepare for the financial year end and sets out some things you can discuss with us.

Topics include:

Supercharge your superannation
‘Salary sacrifice’ into super
Get a government co-contribution of up to $1,000
Spouse contributions
Contribution splitting
Insurance premiums
Prepaying loan interest
Investment related tax deductions
Managing capital gains

Things to consider:

Do I have a record of all my super accounts and contributions?
Does my employer allow salary sacrifice contributions?
What are my current contributions for this financial year?
Can I make a spouse contribution?
Did I make a contribution last year that I could ‘super split’ this financial year?

Click here to download the fact file [PDF] or if you have any questions then speak to Rebecca Newton on 08 6201 5755 and let Prestige Wealth Partners help you maximise your superannuation opportunities.

Inscope: Federal Budget 2011-12

Rebecca — Thu, 12 May 2011 05:10:00 +0000

Federal Treasurer Wayne Swan has handed down a conservative Budget, promising
to return it to surplus in 2012–13. The Budget focuses on building Australia’s
workforce and limiting spending in a number of key areas. We take a look at how
the hanges to superannuation, taxation and social security benefits may affect you.

Proposed changes include:

Relief for unintentional breaches of contribution cap rules;
Higher pre-tax contribution caps for those at age 50 ;
Reduced minimum payments for account-based pensions;
Government co-contribution income thresholds;
Reporting of employer contributions on payslips;
Lower income earners to receive a boost to their
pay packet;
Removal of Entrepreneurs Tax Offset;
Dependent spouse tax offset to be phased out for
those under 40;
Disability support pension changes;

Insight Newsletter: India Rises

Rebecca — Sat, 26 Feb 2011 00:35:44 +0000

While the impact of China’s growth on Australia’s economy has been well documented, India’s demand for our resources shouldn’t go unnoticed. The infrastructure requirements and growth of this developing nation has made India the third largest destination for Australia’s exports.

This article looks at India’s growth, its impact on the global economy and the investment opportunities this presents.

Also covered in this newsletter:

When do you start saving for retirement?
Trends in the Australian economy
Australian share market outlook
Currency update – AUD vs USD

Click here to download this issue of the Insight Newsletter [PDF]

Beyond Bricks and Mortar

Rebecca — Sun, 23 Jan 2011 08:56:16 +0000

In the latest Insight newsletter, Financial Wisdom consider a number of different opportunities present in the property market.

Property assets continue to attract investor interest due to their appealing attributes and growth possibilities. While they are often considered to be a mainstay of an investment portfolio, there are a number of things to keep in mind when adding property to the mix.

Click here to download your copy of Insight [PDF] and if you have any questions, as always, just contact Rebecca Newton Financial Planner on 08 6201 5755.

Prestige Wealth Partners wins Financial Wisdom “Value of Advice” Award

Rebecca — Wed, 06 Oct 2010 11:00:00 +0000

PRESS RELEASE 06 October 2010: Perth based financial planning firm, Prestige Wealth Partners’ Financial Adviser, Rebecca Newton has received the Pro-bono category Award in Financial Wisdom’s annual Value of Advice Awards for the positive impact her advice has had on her clients.

The award recognises the charitable work advisers are doing in the community through offering their professional services at no charge to clients in need. The award aims to highlight the work of advisers who have helped distressed clients achieve their financial or lifestyle goals.

Ms Newton was elected out of 50 entrants from Financial Wisdom practices for the valuable contribution she made to one Perth family’s life, helping them through a difficult financial situation.

“I am delighted to receive this award, good financial advice really can make a difference in people’s lives,” Ms Newton said.

Mark Ballantyne, General Manager, Financial Wisdom commended Ms Newton for her commitment to delivering advice excellence and quality solutions for her clients in a challenging market.

“These awards recognise the outstanding performance of our leading practices and advisers from across Australia and are a great way to showcase the strong calibre of talent we have within our network,” Mr Ballantyne said.

“Adapting to client needs and market demands is imperative for our industry and demonstrating to our clients how committed we are to achieving their objections is more important than ever,” he said.

Financial Planning Association CEO, Mr Mark Rantall said the Financial Wisdom Awards highlight the many untold stories where financial advice has come to the aid of ordinary Australians who have experienced tragedy or financial difficulties.

“The value of good advice cannot be underestimated in its real and personal impact on people’s life choices. It enables people to ensure that in the long term they can live the lives they wish to live,” Mr Rantall said.

About Rebecca Newton

Prestige Wealth Partners is a financial planning practice based in the northern suburbs and established to provide a strong client focus delivered through high levels of personal services, Rebecca Newton and Prestige Wealth Partners provide a unique, consistent and cost effective financial planning service.

The initial appointment is complimentary and you are under no obligation to proceed.

Discover financial planning with a difference. Contact Rebecca today!

Introducing Platinum Advantage from Financial Wisdom

Rebecca — Tue, 14 Sep 2010 13:31:11 +0000

As a thank you to our clients we are introducing Platinum Advantage, an exciting new additional service program – provided free of charge by Prestige Wealth Partners and Financial Wisdom.

Financial Wisdom Platinum Advantage is not a rewards scheme or frequent flyer program. Rather, it is a unique program that offers genuine savings for our most important clients. For example, you can purchase movie tickets at 30% off or, if you shop at major retail stores, you can purchase gift vouchers which will save you 5% to 7% off retail prices.

Shortly, all Prestige Wealth Partner clients will receive a letter with their access code for Platinum Advantage. To access the service please click here and enter your access code.

I hope you enjoy your new Financial Wisdom Platinum Advantage membership. It’s one small way we can let you know how much we value you as a client. If you have any questions about the program, please call Financial Wisdom Platinum Advantage directly on 1300 654 916, toll free, Monday to Friday, 9am – 5pm (AEST).

Regards

Rebecca Newton

InScope July-September 2010: Election Impacts

Rebecca — Fri, 10 Sep 2010 08:41:00 +0000

The re-election of the Australian Labor Party (ALP) will have a number of consequences for investors and retirees. In this issue of InScope, we focus on the initiatives that formed part of the ALP’s election and policy platform and that may become law in the near future.

It’s important to be aware of any potential impact on your financial plan. While these initiatives are proposed, they may become legislated in the near future.

Click here to download this edition of InScope (PDF)

InScope May-June 2010: The China Story

Rebecca — Tue, 22 Jun 2010 04:52:00 +0000

The recently announced Federal Budget for 2010-11, which aims to have the deficit wiped out within three years, is in part based on assumptions that the China led mining boom will continue to benefit Australia for the foreseeable future.

In this edition of InScope from Financial Wisdom, we will look at how Australia’s trade links with China are currently boosting the economy and what may be ahead on China’s horizon.

Download InScope

Click here to download this edition of InScope (PDF)

Rebecca Newton – Financial Planning with a difference

Rebecca — Sun, 20 Jun 2010 06:05:04 +0000

Rebecca Newton CFP

Prestige Wealth Partners is a small award winning fee-for-service financial planning firm based in Perth’s Northern Suburbs.

Rebecca Newton - Principal and Certified Financial Planner – established her practice in 2008 with the intention of providing very high quality ongoing financial planning services to individuals, families and small businesses.

Prestige Wealth Partners is proud to be a member of the Financial Wisdom group of advisers.