The Hervey Bay team recently attended the annual ‘Who’s Who and Who’s New’ dinner for the Local Medical Association. The night was a celebration of local medical talent and an opportunity for the local medical professionals to get a tour of the new ‘St Stephen’s Private Hospital’. Read more
On 12 May 2015, Federal Treasurer Joe Hockey released his second budget. The budget contained a number of cost saving measures, as well as some programs designed to boost economic activity and employment. Read more
It’s important to remember that financial strategies are not a ‘one size fits all’ solution, and identifying the right financial planner for your individual circumstances is as important as your financial future. Read more
Have you received a letter titled 'Your SMSF's registration may be cancelled' from the ATO? It has come to our attention recently that the ATO is sending out letters to SMSFs established in the last few years. Read more
Across client portfolios that have elected the ‘Blend’ Australian equity option we have bought Oil Search (OSH), with the purchase funded by the sale of Insurance Australia Group (IAG). Read more
Since the GFC, Australian investors have moved away from the volatility of shares to capital stable investments, like government bonds and term deposits. But while cash might seem like a ‘safe’ option, there’s a real risk of investors losing money. Read more
The Healthcare sector has been a strong performer for a significant period, as investors have been attracted to the non-discretionary nature of the earnings and the thematics of a sector where demographics and technical developments are providing strong tailwinds. Read more