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Some of the biggest changes to superannuation since the early 90s are coming into effect from 1 July 2017. We explain the main changes to these superannuation rules and how they may impact you.
Contact your Partners Wealth Group advisor on 1800 333 143, to make an appointment to review your superannuation strategies to ensure you are best placed to minimise the negative impacts of these changes.
Over the past few months we have been reviewing our Investment Committee strategy to ensure that we are constantly enhancing our capability and skills, so that clients are best positioned to achieve their financial and lifestyle goals.
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.
In its thirteenth year, Super Day is the premier event on our professional development calendar
I am very pleased to announce that Brett Mennie, a former sales executive at J. P. Morgan, Vanguard and Perpetual, has taken on a leadership role with Partners Wealth Group.
With the Coalition returning to Government, and a likely ability to govern in its own right, with at least 76 seats expected to be won, the 2019 Federal Budget is once again a focus.
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