Welcome to the September Newsletter
The global political scene seems to be escalating with North Korea testing its missiles and Trump retaliating with his usual tactics. The world economy is growing albeit with massive debt greater than pre GFC. This month we look at why markets are ignoring political disaster from John Vail, the chief global strategist for the Nikko AM group.
On a different note, are you an active or passive investor and what is the difference? This month we examine the two types.
The purpose of creating wealth is to have income at retirement but when will you retire? We discuss the rules around accessing superannuation and age eligibility for centrelink if you do qualify for benefits.
Finally, it's tax time! There is still time to maximise those deductions. We look at how to get depreciation on your property investment working in your favour.
I am only a phone call or email away if you would like to set-up a meeting with me to review your personal Financial Plan and to ensure that you are on track with ensuring that your family is adequately protected in terms of Risk Insurance, your Mortgage Facility remains competitive and you have an updated Family Will.
I hope you enjoy this month's newsletter.
Telephone – (02) 8969-6970