Yield

Investing for Yield

Investing for Yield

Investing for Yield means you are seeking income from your investment strategy.

There are several reasons why this may be a great strategy, but fundamentally it always needs to tie back to your specific investment objectives. For example, it is typical for retirees to invest for yield given they need their investments to provide income to meet their living needs.

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.

Term deposits not paying their way?

Term deposits not paying their way?

If you’re frustrated with the current term deposit rates - you are not alone. Many disgruntled investors have seen their income eroded as term deposit rates have consistently fallen from above 8% in 2008.

The Reserve Bank of Australia (RBA) has just cut rates again to 2.00% - which brings the cash rate down to around the rate of inflation. Some economists are still predicting further rate cuts in the months ahead.

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.