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PortfolioWatch Spring 2018

· Newsletters

Here is our  Spring edition of PortfolioWatch.

In this edition we take a look at:

  • What’s new for the 2018-19 financial year? This financial year there are a number of legislative changes and some new opportunities. Find out if any are relevant to your situation.
  • The power of an attorney: a popular misconception is that a person’s partner can make financial decisions on their behalf if they become incapacitated. But this isn’t always the case, which is why having a formal power of attorney in place is extremely important.
  • Make technology work for you: there are many ways technology can help you simply your life, save money and reduce your impact on the environment. This article looks at some tech solutions and what you should consider before making the decision to invest in them.
  • Investment market review: the Research Team provides a performance summary and commentary on each of the five main asset classes.

For more information on any of these topics, please click on the link below:

PortfolioWatch Spring 2018

We hope you enjoy reading this edition of PortfolioWatch and find the articles useful and interesting.

If you have any questions, or would like to know more about any of the topics, please call us on 02 9580 3353

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