Welcome to the second edition of InTouch for 2022, in what has already been a year of many changes on both the world stage and domestically with a new federal government.
inTouch Q2 2022
Our news
We release a monthly economic update, a monthly topical article and a quarterly newsletter.
The monthly Economic Update takes a look at the latest issues affecting local and international markets.
The monthly topical article looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.
Our quarterly client newsletter keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.
Please feel free to share our content with friends and family members.
inTouch Q1 2022
Welcome to the first edition for 2022. It has been another eventful start to the year in many respects, but what continues to remain consistent is our focus on keeping our clients informed of the latest opportunities that may impact their personal financial plan.
Editorial June 2022 – First Home Super Saver Scheme – How does it work?
From 1 July 2022, if you’re a first home buyer you can release up to $50,000 (up from $30,000) from your voluntary super contributions to help you buy your first home.
Editorial May 2022 – Who to nominate as your beneficiary
Nominating your super beneficiary is something you have most likely been asked to do if you have a superannuation fund.
Market Wrap April 2022: Australian Equities Perform Well
Global shares had a mixed month. Due to upward movements in the Australian dollar, on an unhedged basis, global shares were down 0.9%, but on a hedged basis were up 2.9%. In a fairly similar result to last month, global emerging markets fell 5.6% over the month.
Editorial April 2022 – Why Insurace Matters
The unexpected events of the past few years have made financial protection a front of mind matter for most Australians. Now more than ever we appreciate that life does not always go the way we plan. Having a plan in place if things do take an unexpected turn can mean that our health, lifestyle and family are better protected.
Market Wrap March 2022: Inflation hits another 40 year high
Global shares fell 2.8% and 5.5% in unhedged and hedged terms, respectively, which was a similar result to what we saw in January. Global emerging markets fell 5.8% over the month.
Editorial March 2022 – Be in control of your retirement
Are you approaching retirement? Then chances are the funding of your lifestyle in retirement may be on your mind. Take steps now to avoid getting caught short on retirement income and live the retirement lifestyle you want.
Market Wrap February 2022: Market slump in January
Global shares fell 2.2% and 5.1% in unhedged and hedged terms, respectively. Global emerging markets rose 1.2% over the month.
Editorial February 2022 – Why aged care matters
The last couple of years have been tough on a lot of people with the COVID pandemic throwing the world into chaos and taking a toll on our physical, mental, financial and emotional wellbeing.
