Category Archives: Financial Planning News

Super backflip leaves chance for one final big contribution
By Fenwickefinancial On October 14, 2016

As the government is negotiating its super changes, there is an opportunity to make big after-tax (non-concessional) contributions up until 30 June 2017. From 1 July 2017, the new rules …

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The US presidential election – Implications for investors
By Fenwickefinancial On September 27, 2016

Introduction Donald Trump as the Republican candidate for president makes the outcome of the 8 November US presidential election of greater significance than normal. Many would see Trump’s divisive and …

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Managing the costs of aged care
By Fenwickefinancial On September 19, 2016

Choosing the best aged care home for yourself or a loved one can take its toll – both emotionally and financially. But with a bit of planning, you can take control …

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Oliver’s Insights- AMP Capital: The great policy rotation – refocussing from monetary policy to fiscal policy.
By Fenwickefinancial On August 24, 2016

Introduction For the last two decades, advanced country central banks have been focussed on price stability and have played the first line of defence in stabilising the economic cycle whereas …

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Financial Planning Week – Dare to Dream!
By Fenwickefinancial On August 22, 2016

Did you know that this week is Financial Planning Week? Every year, the Financial Planning Association (FPA) holds Financial Planning Week, to remind Australians about the importance of financial planning. …

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Where’s the incentive?
By Fenwickefinancial On August 15, 2016

Every now and again you will see an outcome or some behaviour that just doesn’t make sense on the facts presented. How did CHEP lose 14 million pallets in the …

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Macquarie’s Fraud Focus: How to spot some of the most common frauds
By Fenwickefinancial On August 4, 2016

Scams are all around us. In fact, they’re so common that more than 105,000 scams were reported to the Australian Competition and Consumer Commission ACCC last year, resulting in losses …

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Investment Returns
By Fenwickefinancial On July 28, 2016

Although returns to 30 June have been subdued, there have been some standout longer term performers in our portfolios. Our Australian property and international exposures have been compounding at about …

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Oliver’s Insights – AMP Capital: Brexit wins – implications for the world, Australia and investors
By Fenwickefinancial On June 27, 2016

Introduction In a shock for financial markets which had been increasingly confident that Britain would vote to Remain in the European Union, a victory for the Leave outcome by 52% …

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Brexit: What does the UK’s vote to leave the EU mean for investors?
By Fenwickefinancial On June 27, 2016

The markets have been caught on the hop by the success of the Brexit vote and have today given back the entire week of gains. Please click here for a presentation …

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