Latest Newsletters

Latest Newsletters

The latest articles, newsletters and updates from MBA Financial Strategists

We’ve attached for your interest an article from Dr Shane Oliver, Head of Investment Strategy and Chief Economist that looks at the recent pull back in investment markets and renewed uncertainty regarding the outlook. The key points are as follows: Share markets have hit the wobbles lately on the back of a long worry list...
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We’re pleased to bring to you a selection of articles outlined below from the September edition of Market Watch. Included are special features about | investing in a low return environment | capitalising on the COVID-19 recovery along with how to benefit from rising inflation in an equity portfolio. In addition, working out what to...
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In the latest e-comms we’ve attached a couple of articles for your interest, the first is a collection of investment quotes for uncertain times – remember the basic principles of investing remain timeless despite the current environment. The second article outlines six reasons why shares are at or near record levels.
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In the latest update Dr Shane Oliver looks at the renewed rise in coronavirus cases globally and the outbreak in Australia and the implications for the economic recovery. The key points are as follows: The news on coronavirus has been bleak again lately – with rising cases globally and the ongoing NSW lockdown. However, there...
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See the practice’s latest edition of the quarterly e-newsletter. The 3rd edition of the Newsletter covers the following topics: Is now the perfect time to give your portfolio a mid-flight check? Whilst the markets have made a remarkable recovery from the 2020 lows, it’s important to check your investments to ensure your portfolio is well...
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As the COVID economic landscape continues to take shape, Australian Federal Treasurer Josh Frydenberg has handed down the 2021-22 Federal Budget. Among the proposed changes, he announced continuing tax relief for lower earners, help for older Australians to save for retirement and more assistance for first home buyers. Read here for a round-up of the...
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With Autumn currently upon us hopefully you are enjoying the beautiful colours about!  See a range of articles in the 2nd Ed of our practice enewletter for your interest.  The topics covered include: common mistakes when investing having enough super to get through retirement funding your lifestyle in retirement how to avoid extra home loan...
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The practice has had a very busy start to the 2021, with several new staff joining to ensure we continue to provide a high level of service.  Click the link to read the first edition of our enewsletter for 2021.
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Well 2020 was a challenging year!   For your interest and information see a range of articles and videos in our last enewsletter for 2020.
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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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