FSP News

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.

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Keeping in Touch - July 2014-Article 3

Published 22 July 2014 Download Icon
Download Keeping in Touch – July 2014-Article 3

How the recent budget affects singles


With so many announcements made as part of the May 2014 Federal Budget affecting families and retirees, it can be hard to work out exactly what will have an impact if you’re single.


The Economic Update - July 2014

Published 15 July 2014 Download The Economic Update – July 2014

July 2014 - Summary

Most markets rose strongly in June as the continuation of the global search for yield thematic again saw fixed income and share markets both perform well. The search for yield was given added impetus by stimulus measures announced by the European Central Bank (ECB) in an effort to lift inflation from its current low level. While the ECB stopped short of announcing its own asset purchase program, it lowered interest rates and introduced a series of measures aimed at increasing the availability of bank credit.

Connection Point June 2014

Published 21 June 2014 Download Connection Point June 2014

Connection Point June 2014

This is our bi-monthly read aimed at providing some useful information for our clients, industry contacts and valued referral partners. We hope you enjoy this edition of Connection Point.

  • A wake up call on your SMSF responsibilities
  • Commonwealth Seniors Health Card (CSHC) and deeming of account based pensions
  • Medicare levy increase from 1 July 2014
  • End of financial year planning


Keeping in Touch - June 2014

Published 4 June 2014 Download Keeping in Touch – June 2014

Ease the pain of a Medicare levy increase

A rise in the Medicare levy from 1.5% to 2.0% from 1 July 2014 makes it imperative to consider all options on how you can mitigate the impact of the levy on your personal finances.