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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Keeping in Touch - July 2014-Article 2

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How the recent budget affects families

With so many announcements made as part of the May 2014 Federal Budget, it can be hard to work out exactly which will have an impact on the family budget.
To help you with your cash flow planning, here are the main proposed changes that will have a financial impact on families.

 

Keeping in Touch - July 2014-Article 3

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How the recent budget affects singles

 

With so many announcements made as part of the May 2014 Federal Budget affecting families and retirees, it can be hard to work out exactly what will have an impact if you’re single.

 

The Economic Update - July 2014

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July 2014 - Summary

Most markets rose strongly in June as the continuation of the global search for yield thematic again saw fixed income and share markets both perform well. The search for yield was given added impetus by stimulus measures announced by the European Central Bank (ECB) in an effort to lift inflation from its current low level. While the ECB stopped short of announcing its own asset purchase program, it lowered interest rates and introduced a series of measures aimed at increasing the availability of bank credit.

The Economic Update - June 2014

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June 2014 - Summary

Financial markets rose strongly in May. The key driver was the continuation of the global search for yield, supported by both low and stable inflation across the developed world and the success of central banks in these countries in anchoring cash rates expectations. These combined resulted in an unusually high correlation between US Treasury yields and other asset classes, with both fixed income and equity markets performing well. The strong equity returns in the month made a mockery of the adage “sell in May …

Keeping in Touch - June 2014

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Ease the pain of a Medicare levy increase

A rise in the Medicare levy from 1.5% to 2.0% from 1 July 2014 makes it imperative to consider all options on how you can mitigate the impact of the levy on your personal finances.

Keeping in Touch (2) - June 2014

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Estate Planning

Is your estate plan up-to-date?
Having a comprehensive estate plan will help you to pass on the assets and money you’ve worked so hard for throughout your life to those that you wish to receive them.

The Key Newsletter – Winter 2014

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Issue 43 of the latest market insight from Financial Services Partners.

In this issue:

  • Changes to deeming rules a concern for many retirees

  • A new opportunity to boost your super

  • Will you outlive your money?

  • To the Blue Mountains and beyond

The Economic Update - May 2014

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May 2014 - Summary

The volatility apparent in financial markets in the first quarter of 2014 continued through April. Concerns over the Chinese economy, geopolitical tensions in the Ukraine and Russia, and the outlook for global earnings all impacted markets at various points during the month. However, the one constant during the month was a continuation of the renewed global search for yield evident since the start of the year.

Keeping in Touch (2) - May 2014

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Important changes to insurance within super

From 1 July 2014, there are a number of changes to insurance within super that you need to consider when looking to protect yourself through an appropriate trauma insurance policy.
While these changes take effect from 1 July 2014, all policies established between now and 30 June 2014 retain their existing benefits.
Establishing insurance within super, or making changes to your existing cover in the next month or so, could help you to ‘lock-in’ more generous terms and conditions before …

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