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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Connection Point October 2015
Published 20 October 2015
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Welcome to the October edition of Connection Point. This month we cover:
- New Social Security rates and thresholds from 20 September 2015
- New aged care fees and thresholds from 20 September 2015
- Lost member account thresholds increased
- Look through tax treatment for LRBAs
Keeping in Touch - October 2015
Published 8 October 2015
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The power of regular investing
One of the world’s most admired investors, Warren Buffett, is famous for saying “Don't save what is left after spending; spend what is left after saving.”
While this approach may not always be possible, investing even just a small amount regularly can make a big difference over the long term.
The Economic Update - September 2015
Published 15 September 2015
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Market Highlights - September 2015
- Concerns intensified over Chinese growth though US growth strengthened
- Global shares declined on these concerns
- Investors retreated to safe haven currencies
- Fed’s policy announcement later this month will be closely watched
Keeping in Touch - September 2015
Published 10 September 2015
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Starting small with personal insurance
For many people, personal insurance is something they think they will never need. But the reality is, many do.