Prestige Wealth Partners » inscope newsletter

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]

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;

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.

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.

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)