Latest Newsletters

The latest articles, newsletters and updates from MBA Financial Strategists

Please find attached the latest copy of the practice hard copy Newsletter – The Strategist Ed 1 2019.  In this issue with EOFY in sight and the Federal election over we focus on all things Super.  We also outline some helpful tips on developing money goals and provide some tips on how to reach them....
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How the measures announced in the 2019-20 Federal Budget could affect you. Federal Treasurer Josh Frydenberg has handed down the Morrison Government’s first Federal Budget. Among the proposed changes were personal income tax cuts and changes to super rules. Read on for a round-up of the proposals put forward and a look at how they...
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Is art a good super investment? Art was once the investment of choice for the discerning, art-loving Self-Managed Super Fund (SMSF) investor. However, in much the way of artist Banksy’s sensational self-shredding painting auction stunt, art as a super investment has all but imploded in recent years – thanks to strict SMSF rules that came...
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2019 – the Year of Pocket Money The beginning of the school year is an ideal time to introduce the concept of pocket money to children. Pocket money teaches kids the value of money, the consequences of spending and the advantages of budgeting.  Mark Borg, Principal and Senior Financial Planner at MBA Financial Strategists, offers...
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New Year’s resolutions – top tips to grow your wealth in 2019 What are your financial goals for 2019….and how do you plan to achieve them? Our guide will help you plan ahead for a financially successful year. Start small to achieve big How often do we set big, bold goals that fall by the...
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Christmas ‘financial housekeeping’ When was the last time you and your family sat down and had a chat? You know….a real chat….one about all the nitty gritty issues that families face? For many families, Christmas is a rare opportunity for the whole clan to gather, reflect and plan for the future. So if you’re overdue...
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Welcome to the Christmas edition of our practice newsletter – The Strategist Ed 2.  We give a round up of the year and provide some tips on how to have a ‘financially savvy’ Christmas. We wish you all a peaceful and safe time during the festive season.  
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The silly season is here, and even though the calendar is jam-packed it is important to take the time to reflect on the year.  The final issue of the practice newsletter includes a range of articles including looking at two ways you can invest in property without having to buy one.  In addition, if you’re...
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Spring is in the air!  See a copy of the 3rd Qtr MBA Financial Strategists practice newsletter here – in the article selection you’ll find a discussion around why is is important to have the right superannuation investment option in place for your stage of life and tolerance to risk.  Other articles cover moving overseas and...
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End of Financial Year around the corner…. Winter has certainly arrived and the end of the financial year is just around the corner.  Check out our latest newsletter here for some options for boosting your super before 30 June along with a rundown of the work expenses you can and can’t claim on tax –...
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