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Thoughts

This is an end of financial year like no other. To help you prepare we have put together an end of financial year checklist to  maximise your tax deductions for the 2019-20 financial year by planning and reviewing your records.  

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Perpetual’s Michael O’Dea believes there are four key themes that will define the next 10 years for investors. They are the technology revolution, the response of policy makers to the current pandemic, the China/US relationship, and how investors are positioned. Click here to read more.

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The current isolation measures have presented a great opportunity for us to work on ourselves. We can actively spend quality time in setting up our financial plans for the future, despite what the media is reporting to us. Read more to kick-start your journey in establishing your personal economy.

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Wanting to pay off the home loan sooner is one of the most common goals we hear from clients. And lenders are lining up to convince you that they can help – offering eye-catching interest rates, cash rebates to refinance, lower fees, and other ways to ‘help you save’. It is easy to get caught up in the noise, but it pays to read the fine print when it comes to your loans (and get advice).

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One of the fundamentals to financial success is mastering the act of spending less than what you earn. Our Adviser Kathryn shares some of the spending habits of Sydneysiders, how many of us are utilising our time during COVID-19 and how to save and take charge of your current cashflow situation.

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During this challenging time, it’s important to maintain social connections, eat healthy foods to maintain strong immunity and check in with loved ones or elders in your community. Here are some handy online services to help make this period a little easier.

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There has been a lot of discussion regarding government measures to help landlords and residential tenants work together during the COVID-19 pandemic, in an effort to support tenancies to continue wherever possible. If you are an investment property owner, we have some helpful information to assist you and your tenants know your options.

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Staying Healthy & Happy during this time, can be a challenge for some. You, or someone you know, may benefit from some support to help them through the uncertainty we are facing.

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Each quarter the AAN model portfolios are reweighted back to their strategic benchmarks by the Investment Committee, however in our most recent end-of-quarter reweight some changes were also made to the underlying models.

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