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
Business Employment 04 Sep 2017 Super Guarantee: What Happens When You Get It Wrong?The ATO receives around 20,000 reports each year from people who believe their employer has either not paid or underpaid… 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
Business Tax 19 Jun 2017 Year End Tax Planning 2017With only 2 weeks to go until June 30th we outline below some last-minute tax planning opportunities. If you would… 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
Wealth Quarterly Review 21 Jul 2016 Quarterly Review July 2016Share Market Review The final quarter for the Australian share market for the 2015/2016 financial year was negative with the… Level One
Business, Wealth Federal Budget 18 May 2016 Federal Budget 2016 ‘Jobs & Growth’Overview The foundation of this year’s Budget is “jobs and growth” with the Government positioning the message that it has… Level One
Wealth Quarterly Review 15 Apr 2016 Quarterly Review April 2016Share Market Review Global equity markets have been on the decline since April 2015. The key factors driving negativity have… Level One
Business Tax 18 Mar 2016 FBT 2016: The Top 5 Things Every Business Needs to KnowIf your business is in the hospital/non-profit sector and uses salary packaging for team members, is a small business, or… Level One
Wealth Insurance 22 Feb 2016 Wealth Protection Through the AgesInsurance plays an important role in any wealth creation and management strategy. There is little point in accumulating wealth if… Level One
Wealth Quarterly Review 29 Jan 2016 Quarterly Review January 2016Share Market Update The final quarter of the 2015 calendar year was positive with the ASX/200 closing at 5,295.90 points… Level One
Wealth Aged Care 13 Jan 2016 A Guide to Planning for Aged CareOverview The latest Intergenerational Report tells us that Australians aged 65 years and over accounted for 14% of the population… Level One
