Financial Services Partners releases a monthly editorial, a monthly economic update and a quarterly newsletter for clients and contacts of our advisers.
The monthly economic update takes a look at the latest issues affecting local and international markets.
The quarterly edition of 'The Key' keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. The current and topical areas of advice we look at can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.
In addition, we also release a special Budget edition of 'The Key' newsletter shortly after each Federal Budget is announced each year.
Please feel free to share our content with friends and family members.
Connection Point June 2015
Published 15 June 2015
Download Connection Point June 2015
Welcome to the June edition of e-Insight. This month we cover:
- New private health insurance rebate thresholds from 1 April 2015
- ATO pre-assessment letters for excess concessional contributions
- Labor Party release proposed changes to superannuation
- Reminder to claim franking credits for retirees
- End of year financial planning
The Economic Update - June 2015
Published 12 June 2015
Download The Economic Update - May 2015
Market Highlights - June 2015
- Euro zone growth increases as investment spending plans in Australia plunge
- Global shares rose on positive economic news though emerging markets struggled
- Bond yields rose as markets continued to price out the risk of deflation
- The Australian dollar (AUD) fell as the US dollar (USD) reversed the weakness seen in April
Keeping in Touch - June 2015
Published 5 June 2015
Download Keeping in Touch – May 2015 - women
Building Wealth Together
When looking to build your long-term wealth and save for your retirement, there are many advantages to planning your financial future as a family
The Key Newsletter – Winter 2015
Published 27 May 2015
Download The Key Newsletter – Winter 2015
Issue 47 of the latest market insights from Financial Services Partners includes:
• Mind the super gap
• UK unfunded defined benefit
• Part pensioners get a 'pay rise'
• So much dieting - but is it enough?