Welcome to Blog

September 2019 Economic Snapshot

October 14, 2019 / by Altitude Wealth Management / News / 0 Comments
In summary September’s market action was in clear contrast to the previous month. August’s concerns about global growth, trade wars and geo-politics gave way to a somewhat more optimistic mood in which the relative performance of key asset classes was reversed. In particular, equities rallied while bonds and gold sold off in September. The seasonal […]
Read More

August 2019 Economic Snapshot

September 5, 2019 / by Altitude Wealth Management / News / 0 Comments
In summary August was a turbulent month for global financial markets. The concerns that emerged at the end of July about the trade dispute between the US and China, and about how much the Fed might cut rates, all spilled over into August. Fears of global recession intensified, yield curves flattened even further and equity […]
Read More

July 2019 Economic Snapshot

Economic Snapshot July 2019   In summary     July was all about interest rates, with the Reserve Bank and the Federal Reserve both cutting (0.5% in Australia and 0.25% in the US). Here in Australia, the cash rate and bond yields are at new record lows. The RBA said it will pause to assess […]
Read More

A Will isn’t always the only way!

A Will isn’t always the only way December 2018 You would have heard the saying: “where there’s a will, there’s a way”. This statement is usually used to encourage people who are losing enthusiasm for a task or goal. But it also reflects the way many people feel about estate planning. They think that so […]
Read More

Steps to consider before entering Aged Care

Steps to consider before entering aged care   December 2018   Early planning can take away a lot of the stress and uncertainty that can arise when considering aged care at home or a residential aged care facility. Know what your options are The first option that probably comes to mind is a residential aged […]
Read More

On 1 July 2019 your insurance cover may be changing!

In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. It is a common practice for many individuals with an SMSF to also have a secondary APRA-regulated fund which provides them with insurance. This may be […]
Read More

May 2019 – Economic Snapshot

Click here: Economic Snapshot May 2019 final
Read More

The Coalition Wins a Third Term

The Coalition wins a third term – your superannuation policy update in preparation for the end of the financial year The Coalition Government has been re-elected in the 2019 Federal Election, with a small majority of seats in the House of Representatives, after taking a policy of stability for superannuation to the election. After the […]
Read More

Liberal and Labor Superannuation and Tax Policies

The Major Parties’ Superannuation and Tax Policies Liberal-National Coalition Superannuation Australians aged 65 and 66 will be able to make voluntary superannuation contributions without needing to work a minimum amount. Previously, this was only available to individuals below 65. Extending access to the bring-forward arrangements (the ability to make three years of post-tax contributions in […]
Read More

Q & A with Dennis DiBartolo on the Royal Commission

October 3, 2018 / by Altitude Wealth Management / News / 0 Comments
In your view, what impact has the Royal Commission had on the financial services industry? Personally, I think the Royal Commission was well overdue and despite the current pain, will be a positive for the financial services industry in the long run. For too long we’ve seen unacceptable advice given by financial advisers albeit the […]
Read More
LOADING