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Pakenham Office
26 Main Street
(PO Box 276)
Pakenham VIC 3810

Ph. 03 5941 3000
Fx. 03 5941 3010

email us here

Bookkeeping Services

News

Financial Focus - Spring 2009

Retirement in Transition

For investors approaching retirement, recent changes to superannuation rules may be causing some confusion and doubt.
We look at how the new Concessional contribution caps can affect a Transition to Retirement (TTR) strategy, and whether it’s still a good way of maximising retirement savings.

Please see further details below;

Financial Focus Newsletter - Spring 2009 image

Portfolio Updates

October 2011

Portfolio Updates

07 October 2011

The Australian market surged again with the S&P/ASX200 rising 93 points to 4162.9. This is the third day in a row where the market has risen higher.

For more information refer to the attachments below.

Portfolio Update 11 Oct 2011.pdfimage

February 2011

Portfolio Updates

04 February 2011

The market enjoyed a good day closing up 42.1pts to 4862.7pts - a 10 month high. Returns were driven by miners, finance stocks and retailers.

For more information refer to the attachments below.

Portfolio Update 04 February 2011image

January 2011

Portfolio Updates

27 January 2011

The Australian sharemarket finished flat with the S&P/ASX200 down 1.7pts to 4806.1pts. The big news hitting the market was the proposed levy by the Federal Government to help fund the re-building of QLD which has been ravaged by the recent floods. One third of the amount required will be raised via the levy, with the remainder funded by cuts to spending.

For more information refer to the attachments below.

Portfolio Update 27 January 2011image

Portfolio Update 24 January 2011image

Portfolio Update 18 January 2011image

Portfolio Update 13 January 2011 image

Portfolio Update 10 January 2011image
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