The latest articles from MBA Financial Strategists

1st Quarter 2018 Newsletter

Margie Borg - Thursday, February 22, 2018

Heading to the Fringe?

2018 is in full swing and the crazy festival season is almost already upon us!

Apart from getting out and enjoying what Adelaide has to offer, it is also a great time of year to reflect on where you've been...and where you're heading.

We have some great articles on debt, share market, and healthy habits to improve your bank balance.

As always if you would like more information on any of the articles below or would like to make an appointment simply visit our Meet The Team page and make an appointment online, on a day and at a time that suits you. Alternatively, give the office a call and chat with Sally to make a suitable time.

Don't forget if you would like to review your lending options simply make an appointment with our Mortgage Adviser, Darian Lobb.

We hope you enjoy our first newsletter for 2018!

PS Please give our Facebook page a visit for more regular updates

Australian’s love affair with debt – how big is the risk?

Some worry Australians are unsustainably stretched, and it is only a matter of time before it blows up, bringing the economy down at the same time. Particularly now that global interest rates are starting to rise. This note looks at the main issues.

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Are you eligible for school subsidies?

Get up to speed with the government subsidies you may be able to claim before the kids go back to school.

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Beyond share prices

Investors shouldn't overlook that there are two components to sharemarket returns – dividend yield and capital gains (or losses).

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7 healthy habits that could improve your bank balance this year

See how you could benefit your body, while upping the change in your back pocket at the same time.

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Superannuation and moving overseas

If you’re an Australian permanent resident or citizen heading overseas, your super remains subject to the same rules, even if you are leaving Australia permanently. This means your super must remain in your super fund/s until you reach preservation age and are eligible to access it.

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It’s official: multitasking sucks

Think you’re great at multitasking? So did these people, until studies revealed some unsettling data.

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