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Posts by Gerard Haskew

Budget Summary

The announcements in this update are proposals unless stated otherwise. These proposals need to successfully pass through Parliament before becoming law and may be subject to change during this process. What you need to know – Quick Summary The Budget is forecast to return to surplus in 2019/20 with a positive balance of $2.2bn The economic…

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Market Watch – A bumpier ride

– Trump’s trade tariffs with possible repercussions in the form of a trade war and a shake-up in technology stocks, led by Facebook on the back of its privacy violation, meant March was a bumpy ride for Wall Street. The U.S. stock market finished the first quarter of 2018 with losses for the first time…

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Planning a Holiday? Here are some tips

With the summer holidays almost coming to an end, it’s not too late to do your financial planning for a last minute getaway – or start planning for 2019. Here’s how to minimise your financial stress for a well-deserved break.? Plan ahead  The earlier you start planning, the more money you can save. And when it…

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Why are more Australians choosing SMSFs?

More and more people are turning to self-managed superannuation funds (SMSFs). We explore why SMSFs are becoming more popular and look at their benefits and risks. What is an SMSF? An SMSF is a private superannuation fund that’s regulated by the Australian Taxation Office. You manage it yourself and can have up to four members…

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6 Secrets of Successful Investors

The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style.         Successful investing can be one of your biggest allies in the quest for long-term financial security. Unfortunately, unsuccessful investing can leave you wishing you’d kept your money in…

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Money Hacks

Help your teens and young adults manage how they spend and save. So your teenagers and young adults know how to spend, but do they know how to budget for the things they really want? Learning good money management should be an essential life skill. A reason to save For many teenagers and young adults…

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Super Reforms

Significant changes to contribution limits to super could prove a challenge The changes to super and tax laws proposed in this year’s federal budget, then revised and adjusted by the government in September, have been passed through Parliament and are mostly due to take effect from July 1, 2017. That means that you have until…

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Savings Plan

How can you give your kids a kick start? Starting an Investment Plan now can help! With the start of the School year underway and the first week back over, now is a great time to start a regular Investment Plan. #startnow#investforyourkids #investmentplan #leadingadvice

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Worry-Free Retirement

Time to take action for a worry-free retirement. As another year draws to a close we reflect on the events and changes we have seen and how life seems to pass by more quickly every year. For those of us approaching or in retirement, it’s a great time to take stock of your situation and…

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