The 2017 reporting season
Date: October 4, 2017
The winners and losers The August reporting season saw the ASX200 Accumulation Index rise only 0.71% for the month. The first two weeks of reporting season looked dire, with underwhelming outlook statements resulting in lacklustre performance. However, the market pulled back in the final two weeks to finish marginally up at month end. Overall reporting […] Read more...
2017 FY Reporting Season: Focus on CBA & TLS
Date: September 20, 2017
FINANCIAL YEAR 2017: REPORTING SEASON INSIGHTS AND IMPLICATIONS This extract has been drawn from the article produced on 20th September 2017, by Roy Maslen, Chief Investment Officer—Australian Equities, AllianceBernstein Q: Commonwealth Bank of Australia (CBA) and Telstra (TLS) captured a lot of attention this reporting season. What are your thoughts on them, and do they […] Read more...
Making Your Estate Plan Count
Date: August 22, 2017
Whatever your age or stage of life, having an estate plan in place is a must. This is a way to ensure that your wishes are carried out and that your assets are distributed in the way that you want upon your death. It also reduces uncertainty for your dependants and other family members. Planning […] Read more...
The Claims process for personal insurance
Date: August 8, 2017
A recent review conducted by ASIC of 15 life insurers’* personal insurance claims data in 2015/16 found that approximately 90% of claims were paid in the first instance and roughly $8.2 billion in net policy payments were made. But what was actually involved in these claims from start to finish? Making a claiming on your personal insurances, at […] Read more...
Tax tips and tax return checklist
Date: June 29, 2017
To help you complete your tax return, the following lists outline payments classified as income and those classified as expenses across a range of categories. We’ve also provided an overview of the types of tax offsets (or rebates) and deductions you may be entitled to claim as well as some handy tax tips and hints. […] Read more...
Retirees given $300,000 incentive to downsize
Date: May 17, 2017
Retirees holding onto their family homes have been given a $300,000 incentive to sell under a federal budget plan to encourage older property owners to downsize. Home owners aged 65 and over selling a home they have lived in for 10 or more years will be able to make a non-concessional contribution of up to $300,000 into their superannuation from […] Read more...
First-home buyers receive early access to voluntary super savings
Date: May 12, 2017
On Tuesday night, the 2017-2018 Federal Budget was released. It included a number of measures that the government hopes will address the issue of housing affordability. One of the measures that sparked the most interest from the media was in relation to the ‘First-Home Super Saver Scheme’ allowing first-home buyers to receive early access to […] Read more...