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Monthly Perspective | February 2020
The rally continues in both stocks and bonds as accommodative central banks continue to outweigh the headwinds from the novel coronavirus or COVID-19 as it has officially been named.
Australian Market Summary | 24th February 2020
The world’s largest company, Apple (AAPL) last week warned that on account of the virus the company would no longer be able to deliver on its first quarter revenue targets, but only fell -1% following the announcement.
My Generation* (Not)
What can you do to ensure your clients’ wealth transfers to their loved ones effectively?
Talkin Bout My Generation* (Not)
What can you do to ensure your wealth transfers to your loved ones effectively?
Victoria succumbs to the Call of Duty for Discretionary Trusts
We all know how hard it is to break into the housing market, particularly for our young people.
Investment Team performance in 2019
In 2019 our Balanced Fund returned 19.14%, which outperformed the market. Overall we had strong performance over the calendar year and medium-term relative to peer averages.
Client superannuation data reporting – ATO Tax Portal
The ATO Tax Portal now reports client superannuation data, which enables you to assist your clients in making smart decisions to secure their future retirement income.
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