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 - May 2014

Published 12 May 2014 Download Icon
Download Keeping in Touch – May 2014

Managing the family budget

There is no doubt that the rising cost of living continues to make life challenging when you are trying to manage your household budget.


Connection Point April 2014

Published 22 April 2014 Download Connection Point April 2014

Connection Point April 2014

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

This edition our articles include:

  • New SMSF penalty rules
  • Net medical expenses tax offset phase out
  • Simple advice strategies 

 


The Economic Update - April 2014

Published 16 April 2014 Download The Economic Update – April 2014

Summary of the April 2014 FSP Economic Update

Financial markets remained volatile through March. Continued poor data in the US and China, in part reflecting weather and Lunar New Year holiday distortions, left market participants awaiting confirmation that the broad macroeconomic themes expected for 2014 remained in place.

The uncertainty created by the poor data flow saw investors move to take profits in sectors that had outperformed over the past year, especially some developed market equities.


Keeping in Touch - April 2014 - article 2

Published 8 April 2014 Download Keeping in Touch – April 2014 - article 2

Making the most of your redundancy payout

While being made redundant is quite common in the workforce today, it can still be a very difficult situation for many people. The thought of leaving your job with a lump sum payout can be both daunting and appealing but you should not lose sight of the fact that you may not have a regular incomeHere are some ideas around getting the most from your redundancy payment.