The Importance of Understanding your Superannuation Statement

On Tuesday 01st July, Jason Fetherby spoke to Channel Nine News on the importance of understanding your Superannuation statement. He also covered the benefits of reviewing your statement and managing the ins and outs to ensure your fund is working for you. 

Market Update – June 2018

Welcome to our June market update. Australian shares performed strongly in June, rising 3.3% on the back of Energy (+7.8%) and IT (+6.3%) sectors. We also saw strong performance from some of the Consumers, Wesfarmers in particular being buoyed from its decision to exit it’s disastrous UK venture and demerge Coles. Total performance for the past financial year in Australia …

Weigh up all costs of downsizing

Jason Featherby | The West Australian Monday, 18 June 2018 From July 1, if you are 65 years or older and sell your family home, you can contribute some or all the sale proceeds to super. These “downsizer contributions” present an opportunity to top up your super, even if you’re otherwise unable to contribute under super law due to your …

Rule Change Woes Loom

Jason Featherby | The West Australian Monday, 16 April 2018 Banks have slammed the brakes on interest-only property loans, with APRA now requiring banks to limit new interest-only lending to 30 per cent of total new residential mortgages. Thousands of homeowners face looming financial crunch as some analysts estimate $60 billions of interest-only loans written at the height of the …

Market Update – April 2018

Welcome to our April market update. And just like that….the ASX 200 is back above 6,000 points and the negative of February and March have been recovered. Below we summarise key market returns to 30 April 2018. Australia delivered some tidy outperformance for the month versus US and global equities. The resource and energy sectors were the best performers for …

Market Update – March 2018

Welcome to our March market update. Australian equities fell 3.8% in March, topping off the worst first quarter performance since the GFC despite a mostly positive earnings season in February. All sectors aside from property were down for the month, with Telecommunications (-6.3%) again the worst performing sector. Industrials were the least affected (-0.9%), supported by gains in Brambles (+4%). …

Longevity risk: outliving your retirement savings

Longevity risk: outliving your retirement savings

Jason Featherby | The West Australian Monday, 9 April 2018 2:15PM The retirement period for most Australians is getting longer — for about 50 percent of us this will be a period of 25 years increasing the risk that we will outlive our savings and/or run out of money in retirement. Anyone who retires faces longevity risk — this is …

Why your kids don’t need to cost you the earth

Jason Featherby | The West Australian Tuesday, 27 March 2018 2:19PM All parents want “the best” for their kids. The best can mean a multitude of things depending on your priorities, financial situation and views on raising your children, but in most cases, it will be expensive. We all have dreams for our kids and want them to be happy, …

Investing in (the) children: Life costs rise when you become a parent

All parents want “the best” for their kids. The best can mean a multitude of things depending on your priorities, financial situation and views on raising your children, but in most cases, it will be expensive. We all have dreams for our kids and want them to be happy, lead fulfilling lives, be successful and ultimately have families of their own. …

Market Update – February 2018

Welcome to our February market update. Click here to access our monthly market update for February, with commentary on current market events below. After some early turbulence, the Australian share market managed to finish up, gaining 0.36% for the month of February and outperforming most major global markets. This was led by the healthcare sector (+7%), driven by CSL (+11.4%) …