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Monthly Economic & Investment Market Commentary June 2012 We are now five years on from the announcement by investment bank Bear Stearns that redemptions on two of its hedge funds were frozen, and that there was “very little value”(1) remaining for investors. Shares in Bear Stearns fell...

11 July, 2012

Did you know that the tax deductible superannuation contributions cap of $50,000, including salary sacrifice amounts, if you are 50 or older will stop on 30 June 2012? From 1 July 2012, the cap will be limited to $25,000 regardless of your age and any excess...

28 June, 2012

We have become aware of a fantastic service to deal with unmarketable parcels of shares called ‘ShareGift Australia’. What is an unmarketable parcel of shares? A very small parcel of shares which you may hold in a company which may come about due to: A Dividend Reinvestment Plan...

22 June, 2012

Monthly Economic & Investment Market Commentary May 2012 British philosopher Bertrand Russell passed away more than four decades ago, yet the following quote of his can readily be applied to so many of the problems that the global economy and investment markets currently face, and also to...

08 June, 2012

Pre-pay your health insurance premiums before June 30. You may be aware that the Government has passed legislation that will reduce or remove the 30% rebate that until now has been available to everyone with Private Health Insurance. This will affect single people earning more than $84,001...

08 June, 2012

8 May 2012 The 2012 Federal Budget only contained a few surprises as many of the measures had already been legislated or pre-announced. The main winners were lower income earners, families and the elderly. Summary The key new announcements include: tax may increase on certain employment termination...

09 May, 2012