This update discusses how a diversified share portfolio can provide exceptional opportunities to generate growth and income through tax effective dividends.
Stock Market
Investment Market Update July 2014
As we have now entered the 2015 financial year we thought this would be a good time to share key themes which we think will shape the market in the new year.
Please click below to open the update:
Federal Budget 2014
Our view is that this was the tougher budget we had to have, but it wasn’t nearly as bad as it could have been. The good news is that there is very little change to superannuation and the bad news is the potential impact on holders of the Commonwealth Seniors Health Care card.
CLICK THIS LINK FOR : Key Impacts of the 2014 Federal Budget
Investment Market Update December 2013
It has been an interesting year for investment markets in 2013. Read the attached to find out what is in store for 2014.
Asset allocation is always important
When putting together your investment strategy, it’s helpful to keep in mind the age old saying that “the whole is greater than the sum of its parts”. Investment portfolios that are invested in a number of asset classes work together to even out performance in both bull and bear markets, taking into account your risk tolerance and time horizon. Please see attached link for more information: