Active Management Performance

image_pdfimage_print
27 08, 2018

Prime SMA Performance Summary – July 2018

By | 2018-08-27T11:46:37+00:00 August 27th, 2018|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – July 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 [...]

16 07, 2018

Prime SMA Performance Summary – June 2018

By | 2018-07-25T13:44:29+00:00 July 16th, 2018|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – June 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 [...]

21 06, 2018

Prime SMA Performance Summary – May 2018

By | 2018-06-22T13:16:07+00:00 June 21st, 2018|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – May 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 [...]

8 06, 2018

Non-Concessional Contributions : EOFY18

By | 2018-06-08T15:13:49+00:00 June 8th, 2018|Active Management Performance, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

Just like concessional contributions, there is a limit on how much after-tax super contributions you can make each year. This is the non-concessional contribution cap. If you are under 65, you may be able to make non-concessional contributions of up to three times the annual non-concessional contributions cap in a single year. If eligible, when [...]

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 [...]