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.

Please feel free to share our content with friends and family members.

The Key Newsletter – Autumn 2015

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Issue 46 of the latest market insights from Financial Services Partners includes:

• Plummeting oil price good news for consumers
• Futuristic technology helps you keep track of your activity
• Thinking outside the investment square
• Adding insurance to your super has several benefits

The Economic Update - February 2015

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The Economic Update - February 2015

After months of speculation, the European Central Bank (ECB) extended its program of asset purchases to include euro zone government bonds in January.

Connection Point February 2015

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Connection Point February 2015

This is our bi-monthly read aimed at providing some useful information for our industry contacts and valued referral partners. We hope you enjoy this edition of Connection Point.

This edition our articles include:

  • ATO issues further guidance on SMSF related party LRBAs 

  • Grandfathering – a blessing and a curse 

  • Deeming account based pensions for the low income health care card (LIHCC) 

  • Deeming for income support payments, the CSHC and the LIHCC are different mea…

Keeping in Touch - February 2015

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Income protection for everyday Australians

You always take out insurance for your car, your phone or when you travel overseas but what about insurance for your most important asset – your income?

Keeping in Touch - January 2015

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Top tips for 2015

The New Year is always an excellent time to review your finances and get yourself set for the next 12 months.
To help you get started, here are just some of the areas that you should look at each year.

The Economic Update - January 2015

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The Economic Update - January 2015

In December markets continued to be dominated by the ongoing sharp decline in oil prices. Dated Brent crude oil prices fell by 18% in the month, with prices plunging by almost 50% since the end of June. 

Connection Point November 2014

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Connection Point November 2014

This is our bi-monthly read aimed at providing some useful information for our industry contacts and valued referral partners. We hope you enjoy this edition of Connection Point.

This edition our articles include:

  • Deeming of account based income streams

  • Commonwealth Seniors Health Card (CSHC) and deeming of account based income streams

  • ATO guidance on cross-insurance within an SMSF

  • Changes to family assistance benefits

 

The Key Newsletter – Summer 2014

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Issue 45 of the latest market insight from Financial Services Partners.

In this issue:

  • Being single can be costly
  • Managing your own super
  • Your financial life post-divorce
  • New models for investment in the wake of the GFC
  • Victoria's regional riches
  • Risk insurance - your end of ye…

The Economic Update - November 2014

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The Economic Update - November 2014

October was a tumultuous month for financial markets. While markets generally finished up strongly, there was a marked spike in volatility as share markets declined before recovering in the second half of the month.

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