Our periodic email newsletter contains information
about the latest developments of interest to our
clients.
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In this newsletter, we discuss whether the market may have bottomed recently. We also remind investors that it is normal for markets to fall dramatically every so often, but that they typically bounce back to produce good long term returns.
In this post-budget newsletter, we highlight a few of the main changes discussed in the budget that may affect investors.
In this edition we look at two investment strategies.
1. The first is for people nearing retirement or are retired but under 65. This strategy can improve retirement income and benefits for many.
2. The second is for people interested in tax effective investments. As we say in the newsletter, they are only good if they are a good investment. But which are good?
In our first newsletter under our own licence, Jo McCreery and Lisa Faddy look at how you may be able to benefit from the recent changes to superannuation and whether you need to rethink your super strategy.
The April 2006 newsletter looks at ways to increase your wealth with a particular emphasis on managing tax. In particular, it highlights some legislative changes from which you can benefit.
From time to time Majella Wealth gets mentioned in the news.
These links will open stories and news articles either about us or where we have made a contribution by answering financial questions.
AFR-Executive Survival Guide - October 2008
Money - ask the expert - October 2008
Compare Shares article - July 2008.
The Australian Financial Review - June 2008.
Client case study article in Professional Planner magazine - May 2008
Financial questions in the Daily Telegraph - January 2008.