US Election 2020 - A house divided
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US Election: A House Divided

After a tense few days of vote counting, Joe Biden has been elected the 46th President of the US. The larger story, however, is that the US remains a house divided. Polarisation has been on the march over recent decades, but the Trump-Biden…
LifePath Advisers look at the Australian Economy in 2020
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Timing the economic reboot

After successfully navigating our initial response to the COVID-19 (coronavirus) health crisis, backed up by $285 billion in government support to individuals and businesses to keep the economy ticking over, our thoughts are turning to how to…
Hold on bumpy markets ahead 2020 lifepath

Hold on … bumpy markets ahead

After period of optimism, global investment markets have hit the panic button on fears about the possible economic impact of the coronavirus (COVID-19). At times like these, it's good to get some perspective. Australian shares rose 24…
Check your financial fitness with LifePath
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2020 vision for financial fitness

What better year to have your financial health in tip top shape than the one requiring 20/20 vision! The start of any year is always a good time to assess your financial situation and make sure you are on track to achieving your dreams, but…
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Deeming rates changes

It has been four years since the deeming rates changed, but the government has responded announcing a rate cut from July 1, 2019. The lower rate reduces by 0.75 per cent and the upper rate by 0.25 per cent. The new rates announced are: The…
Property Owners budget
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Property owners: What the 2017 Federal Budget means to you

Although this year’s Federal Budget was a far cry from the wide-ranging super and tax reforms proposed in 2016, there were still some inclusions that could affect your financial position. Several of these initiatives apply to current and future…
Changes to super contributions
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Changes to super contribution rules on July 1, 2017

Savvy investors are rushing to make voluntary contributions to their superannuation before the new rules come into effect on July 1. Voluntary contributions to some advised funds have risen sharply in November 2016, up 25 per cent on contributions…

Market Update – December 2015

What have been the major economic events of the past few months? 1. United States News out of the United States in October was dominated by negotiations over a new funding deal for the government and the debt ceiling and the Federal Reserve…

Legislative Threshold Update – 1 January 2016

Post 1 July 2014 rules Fees and charges for residents who: first enter a residential aged care facility on or after 1 July 2014, or first entered residential aged care before 1 July 2014 and subsequently cease to be provided with care…

Market Update – September 2015

Ask most investors and they will readily tell you that since the beginning of August our local share market has experienced some volatile movements (read ‘falls’) and once again questions are being asked about the ‘safety’ of share markets. What…
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Legislative Threshold Update – 1 July 2015

This provides a summary of the fees and charges that apply to home care and residents of residential aged care facilities.

Market Update – June 2015

Market Update: What have been the major economic events of the past few months?