16/09/2021
Spring Insights
In this Spring newsletter, read the latest market updates based on highlights across the Australian market over the past month.
Lauren Clayton-Smith
03/09/2021
Paul Forbes shares an open letter with Adviser Focus
In an open letter to the Government and its regulators, CEO Paul Forbes documents a dizzying trail of red tape which all advisers must currently follow when informing their clients about the fees they charge. This is a plea for common sense made by Forbes to Canberra’s bureaucrats and decision-makers…
26/08/2021
IFA Excellence Awards 2021
The finalist list, which was announced on 24 August 2021, features over 210 high-achieving financial services professionals across 27 submission-based categories.
We would like to wish RFS’s Darko Zigic and Troy Theobald for their nominations; Goals-Based Adviser of the Year and Practice Principle of the Year. We would also like to extend a big congratulations to our friends at Evalesco Financial Services and Centaur Financial Services who are part of our Australian Advice Network group and also received nominations for the IFA awards.
16/08/2021
Afterpay, an Australian success story
Last week, the US listed business Square announced plans to takeover Afterpay in a deal that valued the Australian company at $39 billion, making it the biggest acquisition in Australian corporate history. As Afterpay is a significant holding in your portfolio, I wanted to share some insights directly from the manager, and outline what the acquisition means for you.
06/08/2021
Who exactly IS an “essential worker”?
(Feel free to forward this information to friends or loved ones who may be unsure)
03/08/2021
How good are the Olympics?
A big shout out to Joe N (husband of Fran as he puts it) – one of our long term clients – who I know will be glued to the Olympics and must be very happy with the 7+ app (https://7plus.com.au/olympics) that gives you every sport you can think of. Now retired, so lots more time on his hands, Joe is a bit of an Olympics addict and has been taking two weeks holidays every Olympic year since his twenties to watch whatever is available. The coverage has only got better, so no doubt he is in his element.
26/07/2021
New Financial Year rings in some super changes
As the new financial year gets underway, there are some big changes to superannuation that could add up to a welcome lift in your retirement savings.
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26/07/2021
What’s up with inflation?
Fears of a resurgence in inflation has been the big topic of conversation among bond and sharemarket commentators lately, which may come as a surprise to many given that our rate of inflation is just 1.1 per cent. Yet despite market rumblings, the Reserve Bank of Australia (RBA) appears quite comfortable about the outlook.
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