Posted on December 1st 2016
Summer Newsletter
Summer has arrived and the countdown to Christmas begins in earnest. After such an eventful year on the global political and economic front, investors will no doubt be looking forward to some time out to relax with family and friends. The biggest upset in November, and possibly the entire year, was Donald Trump’s surprise US Presidential election victory, so we’ve included an analysis of what this means for Australians as the first article in our Summer newsletter. As we approach the season of giving, we also look at the gifting rules that apply to retirees who give their children or grandchildren a financial helping hand. Speaking of giving – it’s very easy to get caught up in the consumer frenzy this time of year and our third article looks at ways to balance all the demands and expenses of the season.
If you would like to discuss the contents of this newsletter or any other matters, please don’t hesitate to call our office on 9443 9981. We will be happy to help. Wishing you all the best for the festive season and a happy and prosperous New Year!