Welcome to the October Newsletter

This month we get all up close and personal.

With Christmas just around the corner it's time to look at how we spend money. The end of October looms as the final date to put in that tax return to get a refund before the silly season begins. We look at what to do with our tax refund.

There is never a better time to introduce children to money. They say the really rich dynasties introduce their children to money at a very early age. While the poorer classes have a more "don’t tell the children" attitude. Studies have shown that when the younger members of our family understand money they have a more balance attitude to wealth later in life.

We also include some information on Estate Planning that will help your estate once you're gone and to make things easier for those you leave your Estate too. Remember a Will and adequate Life Insurance are the corner stone of Estate Planning.

Finally, we look at our favourite commentator Michael Collins from Fidelity who explains why the US Fed Reserve is timid on rates.

Hope you enjoy the October newsletter and please give me a call if you would like to review your Risk Insurance Portfolio or Mortgage Facilities.

 

Have a great month. 

 

Regards

Gordon Hatch

Telephone – (02) 8969-6970

Email:  gordon@taurusfinancial.com.au