Education

Investment Update: July 2019

Not unusually it was a challenging year in investment circles. A year of two distinct halves. You may recall from the December newsletter that we’d …

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Beware the Intolerable Outcome

At the risk of gross understatement, investing is an inexact science. I guess if it was straightforward then we’d all be experts. This piece is …

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Investment Update: April 2019

Markets bounced back in the March quarter, so it was a much better time for investors. The “downturn” in the December quarter, that looked like …

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Investment Update: January 2019

Happy New Year everyone, best wishes for a safe and prosperous(!) 2019. As far as the prosperous bit is concerned, 2018 turned out to be …

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The Proverbial Rainy Day

The Proverbial Rainy Day

In this guide the emphasis here is family. And making sure they’re cared for – no matter what. In order to access this important guide, …

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How much do I need to retire?

How Much Do I Need to Retire?

This guide delves into the age old question and aims to provide some clarity around what we’d all like to know… In order to access …

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Doctor Rimmer's Financial Health Guide

Doctor Rimmer’s Financial Health Guide

This guide looks at your savings and discusses how best to divide them up among the options you have – giving priority at different ages …

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5 Simple Steps to Understanding Super

This guide aims to clear up some common misconceptions about superannuation and to highlight the benefits of the asset we all have, but sometimes don’t …

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Investment Update: September 2018

The portfolios started the new financial year in a solid fashion, keeping short and longer term performance well above target. The chart below shows the …

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Super Contribution Opportunity

A new superannuation contribution opportunity was introduced this financial year which means that if you haven’t maximised your concessional contribution cap of $25,000, it’s not …

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Centrelink Scam alert

No doubt you have seen recently that scams are on the rise, and right now vile crims from all over the world are targeting older …

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Centrelink Notifications

It used to be joked, ‘Why don’t public servants look out the window in the morning?’ Answer – ‘Because they’d have nothing to do in …

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Investment Update: July 2018

Comment. The year ended on a slow but steady note, with full year returns for each portfolio above their targets, despite the Fund holding above …

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Investment Update: April 2018

Recent returns shouldn’t cause too much heartburn, although things got pretty tricky in the March quarter. More on that shortly. While the local stock market …

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Scamwatch – An Occasional Series

I know we have written before about the multitude of scams pervading our lives but I’m afraid they are still a big threat. And as …

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Investment Update: January 2018

Happy New Year everyone, best wishes for a safe and prosperous(!) 2018. The December quarter proved to be solid and uneventful, allowing the portfolios to …

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Investment Update: October 2017

In what turned out to be a relatively benign quarter for investment markets, the funds went OK. Nothing went pear-shaped, there were a few standouts, …

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Animal Instincts

The Association of Super Funds of Australia (ASFA) maintains a measure known as the Retirement Standard, to provide a guide to the cost of living …

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