Marshall Wealth

We release a monthly economic update, a monthly topical article and a quarterly newsletter.

The monthly economic update, Economic Update, takes a look at the latest issues affecting local and international markets.

The monthly topical article, Keeping in Touch, looks at different areas of financial advice and provides useful information, including any updates and changes within the financial services industry.

Our quarterly client newsletter, The Key, keeps you up to date with the current hot topics in the world of financial planning and personal wealth management. Topics can include superannuation, investment, retirement, wealth protection through insurance, redundancy and estate planning.

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The Economic Update - June 2015

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Market Highlights - June 2015

  • Euro zone growth increases as investment spending plans in Australia plunge
  • Global shares rose on positive economic news though emerging markets struggled
  • Bond yields rose as markets continued to price out the risk of deflation
  • The Australian dollar (AUD) fell as the US dollar (USD) reversed the weakness seen in April


Keeping in Touch - June 2015

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Building Wealth Together

When looking to build your long-term wealth and save for your retirement, there are many advantages to planning your financial future as a family

The Key Newsletter – Winter 2015

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Issue 47 of the latest market insights from Financial Services Partners includes:

• Mind the super gap
• UK unfunded defined benefit
• Part pensioners get a 'pay rise'
• So much dieting - but is it enough?

The Economic Update - May 2015

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China stimulus drives market higher
Central banks continued to dominate headlines in April. It was China’s turn to take centre stage, with authorities slashing the amount of money banks need to keep aside for lending (the reserve requirement ratio).

Keeping in Touch - May 2015

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Are you missing out on some entitlements?

No matter what stage of life you are at, there may be some Government initiatives that can help you financially.

Whether you are young, married, single or a nuclear family, we can help you navigate the system.

Connection Point April 2015

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Welcome to the April edition of Connection Point. This month we cover:

  • New Social Security rates and thresholds from 20 March 2015
  • New aged care fees and thresholds from 20 March 2015
  • Centrelink confirm application of account based income stream ‘grandfathering’
  • ATO videos for SMSF clients
  • ASIC Register of financial advisers
  • Review of retail life insurance advice
  • Taxation discussion paper

The Economic Update - April 2015

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Share markets took a breather in March following February’s strong gains as the focus swung to the outlook for US interest rates. 

Keeping in Touch - March 2015

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Make your super contributions count 

Having an understanding of the different types of super contributions will help you to take advantage of some tax-effective ‘top-up’ strategies that can increase your retirement savings.

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