Articles of Interest
"19/07/10"
Platinum Asset Management Quarterly Report
The Platinum International Fund has been a core fund manager in Planning
Partners client's portfolio for a number of years.
"25/06/10"
Insuring the most important risk in small business
Small businesses frequently fail to allow for the risks they face. The main reason most business owners will give for this oversight is they are just too busy working in the business to focus on what "might" happen.
"31/05/10"
Platinum Asset Management Quarterly Report
The Platinum International Fund has been a core fund manager in Planning Partners client's portfolio for a number of years.
"12/03/10"
Proposed Changes to the Macquarie Cash Management Trust
You may have recently received a letter from Macquarie Bank regarding a proposal to convert the Macquarie Cash Management Trust (CMT) to a Macquarie Cash Management Account (CMA).
"20/01/10"
Platinum Asset Management Quarterly Report
The Platinum International Fund has been a core fund manager in Planning Partners client's portfolio for a number of years.
"11/12/09"
Planning Partners recognised at Financial Planning Asociation Conference
We are pleased to advise that Planning Partners was announced as finalist at the Financial Planning Association of Australia (FPA) Value of Advice (VOA) Awards, which acknowledge excellence and professionalism within its membership..
"27/10/09"
Platinum Asset Management Quarterly Report
The Platinum International Fund has been a core fund manager in Planning Partners client's portfolio for a number of years.
"09/09/09"
First Home Savers Acount
With the phasing out of the First Home Owners Grant from October this year, it is important to be aware of the First Home Savers Account (FHSA) which provides an effective solution to assist people to be able to save a deposit towards the purchase of their first home.
"21/08/09"
Planning Partners approach to fees
For ongoing advice, Planning Partners generally charge a fee based on a percentage of the funds under management, subject to a minimum annual dollar fee.
"06/08/09"
Certified Financial Planner Practitioners
Planning Partners have three Certified Financial Planner(TM) Practitioners.
"17/07/09"
Platinum Asset Management Quarterly Report
The Platinum International Fund has been a core fund manager in Planning
Partners client’s portfolio for a number of years.
"10/06/09"
End of Financial Year Planning
With 30 June fast approaching, now is a good time to review your financial affairs to ensure that you take advantage of the available strategies to reduce your tax and create long term wealth.
"20/05/09"
May 2009 Budget Update
Reuben Zelwer provides a video update on the impact of the 2009 Budget on your situation.
"23/04/09"
Launch of financial planning calculators on website
We have recently launched new calculators on our website to assist you in managing your cashflow.
"23/04/09"
Platinum Asset Management Quarterly Report
The Platinum International Fund has been a core fund manager in Planning
Partners client’s portfolio for a number of years.
"31/03/09"
Small Business 30% tax write-off for assets purchased before June 30
Part of the Government's "nation building and jobs plan" announced in February included a temporary extra tax depreciation deduction for businesses.
"26/03/09"
Update on mortgage and property funds closed to redemptions
Over the past few months, a number of property and mortgage funds have temporarily closed to redemptions from investors. This may affect a portion of your portfolio and the purpose of this article is to provide you with a general update.
"13/03/09"
The Sharemarket - Disaster or Opportunity?
The sharemarket had not fallen so much since the sharemarket crash of 1987 and is now more than 50% below it’s peak in November 2007.
"23/02/09"
One-off payments from the Government
On 3 February 2009, the Government announced one-off payments to eligible Australian households and individuals.
"06/02/09"
Getting a grasp on aged care costs
Moving into an aged care facility is a difficult emotional time for the person and their family, especially if they have been residing in what has been the family home for generations.
"20/01/09"
Platinum Asset Management Quarterly Report
The Platinum International Fund has been a core fund manager in Planning
Partners client’s portfolio for a number of years.
"13/01/09"
Saving on Life and Disability Insurance
Insurance is an important aspect of your financial planning to ensure that your objectives can be met in case of illness or medical catastrophe.
"08/01/09"
Review of 2008 and Outlook for 2009
2008 was a year most investors would prefer to forget, however those investing for the long term will have seen significant buying opportunities emerge in specific industries and asset classes.
Dr Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital Investors, believes the key macro themes for 2009 are likely to be:
"07/11/08"
Platinum Asset Management Quarterly Report
The Platinum International Fund has been a core fund manager in Planning Partners portfolio for many years.
"16/10/08"
Government Guarantee on Deposits
On Sunday 12 October, the Australian Government announced it will guarantee all deposits of Australian banks, building societies and credit unions and Australian subsidiaries of foreign-owned banks.
"08/10/08"
Update on Macquarie Bank Products & Services
Over the past few weeks, there has been considerable reporting in the media about Macquarie Bank. As you would be aware, Planning Partners have and continue to recommend certain products and services provided by Macquarie Bank for our clients.
"02/07/08"
Share markets - A “Perfect Storm” for the year end 30 June 2008
While Australian resources shares have boomed on surging commodity prices, the rest of the market has generally slumped on debt concerns and profit worries.
"09/04/08"
Integrity of Investments held in Macquarie Wrap
Over the past few weeks, a number of clients have asked us about the security of their investments which are held in Macquarie Wrap...
"25/01/08"
Share Market Volatility
Share markets have had sharp falls since their highs last year...
"15/01/08"
Bank Bill And Term Deposit Service
Maximise your returns with our placement service.
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Surrey Hills Victoria 3127
PO Box 76 Surrey Hills 3127
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