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2010 Federal Budget Summary

Personal income tax cuts The Treasurer reiterated relatively modest tax cuts announced last year to people earning income in the $80,000 - $180,000 bracket, from 1st July 2010, as follows:         Current Tax...

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Investing with Confidence in 2010

Over the last 12 months since March 2009, we have seen the markets turnaround and recover some of the losses suffered through the Global Financial Crisis, this has been a very positive environment for all of our investors with their portfolio’s growing consistently. A key “milestone” for the Australian markets was breaking...

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The Markets - 12 months on

The Markets - 12 months on (March 2010) Last Saturday was March 6th 2010, and it was exactly one year ago that the Australian Sharemarket hit rock bottom, it was the lowest point in over five and half years where the S&P/ASX 200 dropped to 3145.50 points. The previous 16 -18 months should live long in the memory of most investors,...

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Retiring on investment interest: can it be done?

The first and sometimes only retirement income plan that comes to mind for the average investor is interest only. Interest only is just what it sounds like: you are invested in interest-bearing investments and whatever interest you earn is the money you spend. This is a simple strategy, but it isn't as easy to implement as you might imagine.

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Matching investment risk tolerance to personality

Having a good understanding of an investor's risk tolerance is crucial to any successful advisor/client relationship. It is also a key component of any good investment policy statement. Investment advisors usually explore things like age, size of investment portfolio, expected retirement date and future earnings and financial obligations to...

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2010 Federal Budget Summary

2010 Federal Budget Summary

Personal income tax cuts The Treasurer reiterated relatively modest tax cuts announced...

Read More ...
Investing with Confidence in 2010

Investing with Confidence in 2010

Over the last 12 months since March 2009, we have seen the markets turnaround and recover some...

Read More ...
The Markets - 12 months on

The Markets - 12 months on

The Markets - 12 months on (March 2010) Last Saturday was March 6th 2010, and it was...

Read More ...
Retiring on investment interest: can it be done?

Retiring on investment interest: can it be done?

The first and sometimes only retirement income plan that comes to mind for the average investor...

Read More ...

| 1 2 3 4 5 6 7 8 9 10 | Next


Articles via RSS rss

Tracey Roberts

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Josman Planning Pty Ltd and Josman Ballina Pty Ltd are both trading as Josman Financial Group
and are Corporate Authorised Representatives of
Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands, GPO Box 2830AA, Melbourne VIC 3000

 

 
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