Business, Wealth Federal Budget 05 Apr 2019 Federal Budget Report 2019-2020Introduction On Tuesday 2 April 2019, the Treasurer, Josh Frydenberg, released the Government’s 2019-20 Budget featuring a forecast return to… Level One
Wealth Share Market 05 Apr 2019 Market Wrap March 2019Markets Market Performance – The ASX200 was up 0.7% for March. Sector Performance – The top performing sector for March… Level One
Wealth Share Market 07 Mar 2019 Market Wrap February 2019Markets Market Performance – The ASX200 was up 5.2%, the strongest month since mid-2016. Reporting Season – Cost pressures were… Level One
Wealth Quarterly Review 06 Feb 2019 Quarterly ReviewShare Market Update A poor December quarter has driven the local share market to its worst yearly performance since 2011,… Level One
Wealth Quarterly Review 05 Oct 2018 Quarterly Review October 2018Share Market Update The Australian share market has finished the September quarter up 0.21% (before dividends), or up 1.53% including… Level One
Wealth Quarterly Review 17 Jul 2018 Quarterly Review July 2018Share Market Update The Australian share market has finished the 2018 financial year with a capital gain of 8.26% (before… Level One
Wealth Superannuation 01 Jun 2018 End of Financial Year Superannuation StrategiesSuperannuation Contribution Caps There are limits to the amount you can contribute into superannuation per year. These caps for the… Level One
Business, Wealth Federal Budget 09 May 2018 Federal Budget 2018Overview On Tuesday, 8 May 2018, Treasurer Scott Morrison handed down the 2018-19 Federal Budget, his 3rd Budget. In what… Level One
Wealth Quarterly Review 20 Apr 2018 Quarterly Review April 2018Share Market Update The ASX200 has started 2018 with a negative quarter declining from 6,065.30 at 31 December 2017 to… Level One
Wealth Level One 28 Feb 2018 Level One Spotlight – CSLSpotlight on CSL Many of our clients will already be familiar with CSL. CSL is a global healthcare company and… Level One
Wealth Quarterly Review 17 Jan 2018 Quarterly Review January 2018Australian Share Market Review Happy New (Calendar) Year! We hope you all had a great Christmas season. The December quarter… Level One
Wealth Superannuation Update 15 Dec 2017 Superannuation Update December 2017Contributing the Proceeds of Downsizing your Home into Superannuation On 9 May 2017 the Government announced that from 1 July… Level One
Wealth Level One 01 Dec 2017 Level One Spotlight – Platinum International FundPlatinum International Fund Most of our clients are familiar with the Platinum International Fund, as Platinum is our preferred international… Level One
Wealth Quarterly Review 17 Oct 2017 Quarterly Review October 2017Share Market Review The ASX200 started the 2017 calendar year at 5,773 points and has closed the September quarter at… Level One
Wealth Quarterly Review 17 Jul 2017 Quarterly Review July 2017Share Market Update The ASX200 index posted a strong return of 9.3% for the twelve month period 1 July 2016… Level One
Wealth Superannuation Update 07 Jun 2017 Superannuation Update June 2017Overview The end of financial year is fast approaching and with that brings new Superannuation legislation that comes into effect… Level One
Business, Wealth Federal Budget 16 May 2017 Federal Budget 2017 – Tax and SpendOverview The key messages out of the 2017 – 2018 Federal Budget were “making the right choices to secure the… Level One
Wealth Quarterly Review 26 Apr 2017 Quarterly Review April 2017Share Market Review The ASX200 posted a positive return for the first quarter of 2017, closing at 5,864.90 - up… Level One
Wealth Quarterly Review 18 Jan 2017 Quarterly Review January 2017Share Market Update After a volatile start to the December quarter the ASX200 performed strongly to close the 2016 year… Level One
Wealth Superannuation Update 09 Nov 2016 Superannuation Update November 2016Proposed Changes to Superannuation Overview During September and October the Government released the second and third tranches of draft legislation… Level One
Wealth Pension 03 Nov 2016 Age Pension Changes 2016Overview With revisions to the Age Pension assets test just around the corner, it’s important to understand how the changes… Level One
Business, Wealth Level One 01 Nov 2016 What’s Happening at Level OneThings change. Often for the better! We thought we would update you with what has been happening at Level One… Level One
Wealth Quarterly Review 24 Oct 2016 Quarterly Review October 2016Share Market Review The market shook off the post Brexit shock to finish the September quarter at 5,435.90, up 202.50… Level One
Wealth Relationships 11 Aug 2016 When Love Blossoms Later in LifeFalling in love is a magical and wondrous experience, but once the heart flutters have settled a little and two… Level One