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Financially Speaking newsletter

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Brought to you by your financial planning team at Adviser fp, an Authorised Representative of FP Advice Pty Ltd.

Summer edition 2019

This edition features the following articles:

  • Economic outlook
  • Why decisions made during your ‘transition to retirement’ are life changing
  • How to be a human be-ing, not a human do-ing
  • Protecting your super – further changes to insurance in super now law
  • Using diversification to combat risk

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us

Download a PDF of the Adviser fp Financially Speaking Summer edition 2019

Spring edition 2019

This edition features the following articles:

  • Economic outlook
  • Are you an investor or a speculator?
  • Why investing for retirement is different
  • Sorry, but your biggest investing problem may be you
  • Impossible Whoppers and Impossible valuations

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us

Download a PDF of the Adviser fp Financially Speaking Spring edition 2019

Winter edition 2019

This edition features the following articles:

  • Economic outlook
  • The financial power of women
  • Tax tips and tax return hints
  • The private equity opportunity: public companies are only the tip of the iceberg
  • Will you be comfortable with comfortable?

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us

Download a PDF of the Adviser fp Financially Speaking Winter edition 2019

Autumn edition 2019

This edition features the following articles:

  • Economic outlook
  • Understanding elder financial abuse to protect you and your loved ones
  • Unhealthy Attachments
  • Five reasons to consider a lifetime annuity
  • Four tips for boosting your super balance

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us

Download a PDF of the Adviser fp Financially Speaking Autumn edition 2019

Summer edition 2018

This edition features the following articles:

  • Economic outlook
  • Living Longer, living smarter
  • How an ETF can help your SMSF portfolio
  • The automotive sector in a period of turbulent change
  • Life insurance implications for primary carers

Please review carefully. If you would like to change the quantity of copies you currently receive or update your details, please email marketing@lonsdale.com.au.

If you have requested printed copies, please allow up to 10 working days to receive them.

Download a PDF of the Adviser fp Financially Speaking Summer edition 2018

Spring edition 2018

This edition features the following articles:

  • Economic outlook
  • More benchmarks in the world than stocks
  • Cycle of market emotions
  • Redefining risk for income investors
  • Crowd Funding

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Spring 2018 edition

Winter edition 2018

FS Winter Edition 2018 R4

This edition features the following articles:

  • Economic outlook
  • Big Data is fuelling the AI revolution
  • Earning money from the sharing economy
  • How to help ensure your superannuation contributions don’t exceed the caps
  • Lessons from the market
  • Top 5 risk management tips

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Winter 2018 edition

Autumn edition 2018

FS Autumn Edition 2018 R4

This edition features the following articles:

  • Economic outlook
  • Can Socially Responsible Investing and good returns coexist? Yes.
  • When can I retire?
  • How will the First Home Super Saver Scheme work for SMSFs?
  • Telecoms: Keeping pace with the Fourth Industrial Revolution

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Autumn 2018 edition

Summer edition 2017

FS Summer Edition R4

This edition features the following articles:

  • Economic outlook
  • What will Amazon’s entry into Australia mean for Australian property?
  • Self-employed? Don’t leave your business at risk
  • Turning threats into opportunities
  • Financial matters for the over 60s
  • Fitness for the 21st century

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Summer 2017 edition

Spring edition 2017

FS Spring Edition R5

This edition features the following articles:

  • Market update
  • The new super rules contain some good news
  • The 150 year old baby
  • What do market benchmarks measure?
  • Income protection in insurance – cover your way of life
  • Easy ways to improve your home

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Spring 2017 edition

Winter edition 2017

CAPITAL PROPERTY INVESTMENT FUND No. 3

This edition features the following articles:

  • Market update
  • APRA’s needle just popped the housing bubble
  • End of financial year strategies
  • Buy/sell agreement to cover your business
  • Lower portfolio volatility? It’s in the bank
  • Choosing a wine like a professional

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Winter 2017 edition

Autumn edition 2017

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Inside this edition

  • 2017 market outlook
  • Are you prepared for the new superannuation changes?
  • Resisting temptation
  • Raising financially savvy kids
  • Easing the journey into aged care

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Autumn 2017 edition

Summer edition 2016

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Inside this edition

  • Balancing portfolios in an unbalanced world
  • Learning the (investment) lessons of history
  • Trust your strategic plan but keep some powder dry!
  • What is global listed infrastructure?
  • The case for industrial shares

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Summer 2016 edition

Spring edition 2016

Spring Edition 2016

Inside this edition

  • Beyond Brexit
  • Timing retirement
  • Five big questions for AREIT investors
  • Why having a proper estate plan is so important
  • Changes to the age pension rules – are you ready?
  • How to avoid behavioural investment traps

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Spring 2016 edition

Winter edition 2016

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Inside this edition

  • Counting the cost of a curve ball
  • Property and diversified portfolio
  • SMSF borrowing gets the amber light
  • Making sense of the fixed income landscape
  • Time to reconsider emerging markets
  • Getting financially prepared to start a family

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Winter 2016 edition

Autumn edition 2016

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Inside this edition

  • Macro risks elevated in 2016
  • The Star Wars’ guide to investing in volatile times
  • Aged care – making an informed decision
  • Give your bonus a boost this year
  • Thinking outside the box – commercial vs residential property
  • Ignore life’s trigger events at your peril

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Autumn 2016 edition

Summer edition 2015

Financially_Speaking_Summer_2015

Inside this edition

  • Market view
  • An SMSF trustee decision for the long, long haul
  • Why franking credits are important for retirees
  • Approaching retirement? Protect your plans
  • Changes to the age pension rules – will you be affected?
  • Make sure your estate ends up in the right hands

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Summer 2015 edition

Spring edition 2015

Financially_Speaking_Spring_2015

Inside this edition

  • Why China’s property market matters
  • Trauma fills the gaps
  • Insurance through super – with choice comes complexity
  • Control your retirement income
  • Are your estate affairs in order?
  • Four tips on what to do with a windfall

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Spring 2015 edition

Winter edition 2015

Financially_Speaking_Winter_2015

Inside this edition

  • The investment Hunger Games
  • Getting ahead in your 50s
  • Protect your earnings and reap the tax benefits
  • Is an SMSF right for you?
  • Five steps to consider before entering an aged care home
  • Maximise your opportunities for the end of financial year
  • Do you really have to play big, to win big?

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Winter 2015 edition

Autumn edition 2015

Financially_Speaking_Autumn_2015

Inside this edition

  • Plummeting oil prices and quantitative easing have global significance
  • Global technology wars
  • Making the most of your retirement income
  • Aged care reforms
  • Covering life’s stages
  • Have you considered exchange traded funds?
  • Demystifying long-short funds

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Autumn 2015 edition

Summer edition 2014

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Inside this edition

  • All I want for Christmas is to survive it debt free
  • Australians need a little help to battle the bulge
  • Back to basics – the foundations of risk and return
  • Neglect SMSF liquidity
  • Living long – living well?
  • 5 super traps pre-retirees should avoid
  • Economic update

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Summer 2014 edition

Spring edition 2014

Financially_Speaking_43_Spring_2014_r2

Inside this edition

  • Women and money – getting into good financial habits
  • Why does cash matter?
  • Health insurance – to cover or not to cover
  • Bonds pay the bills, shares fund the retirement experience
  • Global investment outlook

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Spring 2014 edition

Winter edition 2014

Financially_Speaking_42_Winter_2014_r2-2

Inside this edition

  • The power of compounding
  • Protect yourself against survival
  • Economic outlook
  • Be prepared – understanding the aged care reforms
  • Countdown to the end of the financial year
  • The benefits of a low and high Australian dollar

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Winter 2014 edition

Autumn edition 2014

Financially-Speaking_41_Aut-2014_r7-1

Inside this edition

  • Economic update: What to watch in 2014
  • Creating new habits for 2014: How to have it all
  • Google: the $1 trillion question
  • Preparing for the unexpected with trauma insurance
  • Dealing with credit card crunch

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Autumn 2014 edition

Summer edition 2013

Financially-Speaking-Summer-Edition-40_r8-1

Inside this edition

  • Growth delicately poised
  • The importance of trauma cover
  • What contributions can you make to your superannuation
  • A super solution for blended families
  • Time to reflect

 

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Summer 2013 edition

Spring edition 2013

Financially-Speaking-Spring-Edition-2013_r8-thumb

Inside this edition

  • Spring clean your finances
  • Aged care fees – what are they and how will I pay?
  • Child Cover – the missing piece in many risk portfolios
  • Debunking hedge fund myths
  • Want to boost your super contributions? See the do’s and don’ts
  • Why DisabilityCare is no replacement for Life Insurance
  • China slowdown looms

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking Spring 2013 edition

Winter edition

Financially-Speaking-Winter2013_Part7_thumb

Inside this edition

  • Spring clean your finances
  • Aged care fees – what are they and how will I pay?
  • Child Cover – the missing piece in many risk portfolios
  • Debunking hedge fund myths
  • Want to boost your super contributions? See the do’s and don’ts
  • Why DisabilityCare is no replacement for Life Insurance
  • China slowdown looms

If you have any questions regarding the topics outlined in this edition, or have any questions about your financial position, contact us.

Download a PDF of the Adviser fp Financially Speaking 2013 Winter edition.

 

 

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This information is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this information, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
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