Newsletter
Dear Roger,
Welcome to the first edition of our new bi monthly newsletter.
We trust you find the articles of interest and we look forward to your feedback on the newsletter and any suggestions for content in future editions.
In addition to the bi monthly newsletter we may send you on an ad hoc basis, a memo on a specific noteworthy item.
If you are interested in reviewing your current situation or wish to discuss any of the below topics in more detail, please contact us today.
Kind Regards,
Lachlan Baker FIPA, FPA(aff), SA Fin, MAICD, JP, MBR of FBAA
Private Wealth Director
|
 |
This article emphasises the likelihood of needing personal insurance to cover even simple living expenses – not to mention meeting other financial responsibilities. Read More »
|
 |
The law in NSW affects how your assets will be distributed if you die without leaving a will. There is a “statutory order” or “intestacy rules” that apply on “intestacy” – that is, where you don’t have a will. Read More »
|
 |
In the last eighteen months, there have been two significant developments in taxation laws dealing with the taxation treatment of distributions from discretionary trusts. Read More »
|
 |
This interesting article explains the factors that might cause inflation to increase over the next few years and how it may affect investment assets. Read More »
|
 |
On 11 September 2011, the Treasurer Wayne Swan announced that the current Government Guarantee of $1,000,000 per person/entity per institution will continue until 31 January 2012. Read More »
|
|
|
|
