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18 05, 2018

Personal Concessional Contributions : EOFY18

By | 2018-05-18T16:23:02+00:00 May 18th, 2018|Active Management Performance, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

Since 1 July 2017, a new opportunity to make a superannuation contribution was introduced for many Australians. From this date, anyone eligible to make personal super contributions can claim that contribution as a personal tax deduction, regardless of their work status. This change is a result of the removal of the ‘10% test’ which generally [...]

20 04, 2018

Prime SMA Performance Summary – March 2018

By | 2018-04-20T10:10:11+00:00 April 20th, 2018|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – March 2018 Portfolio Objective To achieve capital growth with moderate tax-effective income via franked dividends through investment in listed Australian securities. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity. These securities are expected to deliver an above-market average income [...]

6 04, 2018

5-Part Interest Rate Series: Part 5

By | 2018-04-06T09:06:15+00:00 April 6th, 2018|Lending & Finance, Uncategorized|0 Comments

Welcome to our 5 part series where we’ll explore the factors that may drive interest rates over the coming year and what you can do to insulate yourself against any changes. Click here to read part 1 Click here to read part 2 Click here to read part 3 Click here to read part 4 [...]

23 03, 2018

5-Part Interest Rate Series: Part 4

By | 2018-03-23T09:46:37+00:00 March 23rd, 2018|Lending & Finance, Uncategorized|0 Comments

Welcome to our 5 part series where we’ll explore the factors that may drive interest rates over the coming year and what you can do to insulate yourself against any changes. Click here to read part 1 Click here to read part 2 Click here to read part 3 Part 4: The Impact of Rising US [...]

22 03, 2018

Prime SMA Performance Summary – February 2018

By | 2018-03-22T09:51:09+00:00 March 22nd, 2018|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – February 2018 Portfolio Objective To achieve capital growth with moderate tax-effective income via franked dividends through investment in listed Australian securities. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity. These securities are expected to deliver an above-market average income [...]