Stewart Partners has prepared a summary of global market performance in 2017. (5 minute read)
Read MoreTen years since the global financial crisis, global equity markets have climbed back to multi-year or record highs, causing memories of past market falls to fade. This makes it a perfect time, then, for investors and their advisers to revisit their financial fire drill for the inevitable return of market volatility somewhere in the future (6 mins)
Read MoreIt’s never too early to start teaching children or grandchildren the value of money. With no formal training in school for personal finance children are expected to learn money management skills on their own
Read MoreWith many of our clients preparing to enjoy an end of year break, we’ve pulled together a checklist of Do’s and Don’ts that we believe will help you to protect your personal information.
Read MorePeople need to change their definition of retirement. It's about deciding to shift gears, a transition, not a destination.
Read MoreWith so much Superannuation Reform from last year’s budget still being worked through ahead of 1 July, unsurprisingly (and some might say thankfully) the 2017 Budget has little that impacts superannuation and retirement savings directly.
Read More2016 may well be the year where we remember that surprises can and do happen!
Read MoreMany families provide financial assistance within their family group and good practice ensures that a Loan Agreement is in place. Take a look at how some recent case law might affect you.
Read MoreThe government has released another ‘Exposure Draft’ Bill to test public reaction to the superannuation proposals they want to legislate. A short consultation period will ensue followed by a potentially arduous passage of the Bill through parliament before finally coming into law.
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Four months after the May 2016 Federal Budget was handed down, we are seeing legislation being tabled to enact the measures announced. This edition highlights the ‘version 2’ superannuation announcements.
Read MoreOn 23 June, the UK voted to leave the European Union (EU) after what was a long and fractious referendum campaign. In this edition we take a closer look at what it all means for investors.
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