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Thoughts

Some positive superannuation changes are set to come into effect this year. In this blog we share the details of the super contribution caps increasing from 1 July 2021. Read more here

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We share in this article the Portfolio Managers that were announced as finalists for the 2021 Morningstar Australia Awards. Click here to read more.

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Last week, our Director and AAN Investment Committee Member, Marshall Brentnall was interviewed by IFA Magazine about the evolution of ethical investing in advice. Click to tune into the podcast as seen on the IFA website.

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As significant movements in markets can throw the pre-determined balance of stocks and bonds in any portfolio out of whack, it is essential to rebalance as Jeff explores in this blog. 

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January is a great time to set some good financial goals. But don't go crazy. Be sure to set small realistic goals that will help you work toward your larger goals. It's important to measure your progress periodically throughout the year. We share some financial goals to consider in 2021.

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When it comes to getting financial advice, it's imperative to find someone you trust. Once you have decided to consult a financial adviser, we share some tips to help you with this process. 

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Given the year that we have had, for the AAN Growth Model to be currently sitting at 13.68% for the last 12 months, and the AAN Core Model at 11.45%, is something our team are particularly happy with. These results are based on a variety of factors, including some of the decisions the Investment Committee and the underlying fund managers have made, along with market movements and momentum.

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2020 has been an interesting and challenging year. While we can talk about bush fires, COVID-19, Australian State and United States elections, the real story is the impact of a rapidly changing world on the various generations and how that will play out in the coming years. 

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This year as undeniable been one we won't forget in a hurry. But among the turmoil that came about as a result of COVID-19, there were certainly still lots of healthy, wealthy and happy moments for our clients and our team. Read all about highlights amongst our team as well as our reflection on what we have discovered throughout 2020 when it comes to home and investment property lending as well as investing.

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