Current Affairs

Market Watch - A Trump Presidency

Market Watch - A Trump Presidency

Donald Trump’s victory in the US Presidential election has sent shock waves across the world. Even many Republicans have been surprised by the party’s unexpectedly strong performance, which is likely to see it keep a majority in both the Senate and House of Representatives, as well as winning the Presidency.

The Federal Budget and your financial plan

The Federal Budget and your financial plan

Although the recently announced budget is currently just a proposal, if the changes are passed they have far reaching planning implications. Most established financial plans will need to be revised to adapt to the changes and new thinking will be needed to prosper from them.

Yield 2015 in review and the year ahead for 2016

Yield 2015 in review and the year ahead for 2016

2015 was an exciting and fulfilling year for Yield and 2016 looks like it will follow suit. We're always working on ways to further enhance and improve our service to our clients and the following article looks at some of those evolutions that took place last year, along with other changes that occurred through 2015 and what's to come in 2016.

Money Management Article — Research confirms advice is pivotal to super

Money Management Article — Research confirms advice is pivotal to super

The provision of financial advice has become increasingly pivotal to superannuation funds and those funds need to do more to drive its take up, according to new research conducted by actuarial consultancy, Rice Warner, for State Street Global Advisors.

10 Smart End of Financial Year Strategies for 2014/2015

10 Smart End of Financial Year Strategies for 2014/2015

No matter what your situation, age or income, a little bit of End of Financial Year planning can go a long way. It can help you:

  • boost your retirement savings
  • maximise your Government entitlements, and
  • minimise your tax liabilities.

We've prepared a quick summary of strategies to consider before end of financial year.

The Federal Budget and your Financial Plan

The Federal Budget and your Financial Plan

We are fortunate to receive several reports and analysis from Australia’s leading financial institutions about legislative change and there is none bigger than Federal Budget announcements. Having reviewed several Budget summaries, we are pleased to provide this overview from ASGARD, which is comprehensive yet simple to read.

This is a budget that has greatest impact on small business owners, families and pensioners, however there are several proposed changes that could affect you if you claim a vehicle in your tax return or have a meals allowance for example, as part of your salary package.

We suggest you read the overview and then you can easily skip through to the aspects that you find most relevant to you. 

Property Planning Australia Financial Planning has been rebranded

Property Planning Australia Financial Planning has been rebranded

As announced by Property Planning Australia on Friday 1st May, we have rebranded Property Planning Australia Financial Planning to Yield Financial Planning. Yield Financial Planning and Property Planning Australia’s teams continue to work alongside each other to deliver a cohesive client experience across our combined services.

We’ve done this to make it outwardly clearer that we provide full service Financial Planning advice and one of the many advantages of this, is that we can bring our clients and subscribers an exclusive newsletter, focused on their financial plan.