Sydney Wealth Management Update Summer 2018

By admin - December 12, 2018

Welcome to our Sydney Wealth Management team's 2018 Summer Wealth Management Update, covering all the latest news from the previous quarter.

Proposed abolition of franking credit refunds: A deep dive

The Labor Party has proposed to change part of the imputation system by disallowing cash refunds on imputation credits. Why are the changes being proposed? How will this impact investment portfolios? What is the potential loss from the abolition of franking credits? We answer these questions and more below. See more.

Is it better to maximise concessional contributions or pay-off your home loan?

One of the more common questions we are asked by clients is whether it is better to use surplus cashflow to maximise pre-tax contributions into superannuation or concentrate on paying off a home loan faster. There are numerous variables that impact the outcome, which we will explore further below. See more.

 

Copyright © 2018. The information provided is not personal advice. It does not take into account the investment objectives, financial situations or needs of any particular investor and should not be relied upon as advice. While the information is provided in good faith and believed to be accurate and reliable at the date of preparation, we will not be held liable for any losses arising from reliance thereon. We recommend investors consult their personal financial adviser to discuss suitability and application to their individual circumstances. Advisors at Pitcher Partners Sydney Wealth Management are authorised representatives of Pitcher Partners Sydney Wealth Management Pty Ltd, AFS & Credit Licence number 336950.

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Rob Southwell

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Sydney

Managing Partner and Partner – Private Business and Family Advisory


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Brendan Britten

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Melbourne

Managing Partner and Executive Director/Partner- Business Advisory and Assurance


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Nigel Fischer

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Brisbane

Managing Partner - Private Business and Family Advisory


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Michael Minter

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Newcastle

Managing Partner


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Leon Mok

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Perth

Managing Director


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Tom Verco

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Adelaide

Managing Principal - Private Business and Family Advisory


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