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 April 2015
Published 17 April 2015
Download Connection Point April 2015
Welcome to the April edition of Connection Point. This month we cover:
- New Social Security rates and thresholds from 20 March 2015
- New aged care fees and thresholds from 20 March 2015
- Centrelink confirm application of account based income stream ‘grandfathering’
- ATO videos for SMSF clients
- ASIC Register of financial advisers
- Review of retail life insurance advice
- Taxation discussion paper
The Economic Update - April 2015
Published 14 April 2015
Download The Economic Update - April 2015
Share markets took a breather in March following February’s strong gains as the focus swung to the outlook for US interest rates.
Keeping in Touch - April 2015
Published 12 April 2015
Download Keeping in Touch – April 2015
What will happen to the assets and money that you’ve worked so hard for when you’re no longer around?
More than just a Will
Having an adequate estate plan is more than just having an up-to-date Will.
Keeping in Touch - March 2015
Published 2 April 2015
Download Keeping in Touch – March 2015
Make your super contributions count
Having an understanding of the different types of super contributions will help you to take advantage of some tax-effective ‘top-up’ strategies that can increase your retirement savings.