Edition No. 5 | 02 April 2015  
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Happy Easter!

Welcome to our Easter edition of the MaKe Financial Decisions newsletter.  

In this edition, we focus on the recent changes to Deeming of Account Based Pensions that took effect on 1 January 2015 and how this has impacted those who are receiving the age pension. If you have noticed a difference to your entitlements in the past three months, please contact us so that we can ensure Centrelink is assessing your situation appropriately.

Given the Financial Year will end in the next 3 months, we encourage you to look at ways to reduce your tax before the end of Financial Year.

ThreeSixty Research provides us a market update reviewing events in Australia and Overseas Markets.

As we buckle down into the year, I encourage you to always find moments in your day to have a laugh. 

To finish off there is a sporting fact for Cricket and AFL lovers- given our recent win in the Cricket and the beginning of the AFL season this weekend.

We hope you enjoy the variety in this collection of articles in this edition.

If you would like to talk about these issues or any other topic, please give us a call. In the meantime, we hope you enjoy reading this newsletter and wish you and your families a Happy Easter.

Warm regards,

Mary Kelly

Financial Planner

MaKe Financial Decisions Pty Ltd

Corporate Authorised Representatives of

MLC Financial Planning

ABN 96 002 071 749

Australian Financial Services Licensee 

 

How the latest changes to Account Based Pensions affect you

On 1 January this year, the deeming rules for Account Based Pensions changed. Here’s what it could mean for you.


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Put your tax return to work

Putting your tax return into your super can give your retirement nest egg a decent boost — while taking advantage of another tax benefit. We all love getting something back from the taxman. And many of us spend it as fast as it arrives. But if you’re getting a tax return this year it’s worth considering putting it to better use — as a personal contribution to your super account.
Read more »

ThreeSixty Research Market Update March

Highlights:

  • Global growth has improved following Central Bank monetary stimulus

  • Oil prices remain volatile, the price range has stabilised, and will provide stimulus to global growth

  • US economic data remains in recovery mode with improving consumer sentiment

  • US bond yields rally following continued improvement in the labour market

  • China continues monetary easing

  • RBA keeps rates on hold (in March) but remain on a monetary easing strategy


Read more »

Laugh it off!

Instinctively, most of us feel a belly laugh is good for our wellbeing. And increasingly, scientists are backing this up, confirming laughter has many physiological and psychological benefits.

Read more »

Sporting Fact

Given the Aussie's have just been crowned World Champions for One Day Cricket and the AFL launches it's season this weekend - it is only fitting we share a fun fact that links these two sports together.


Read more »
In this edition
How the latest changes to Account Based Pensions affect you
Put your tax return to work
ThreeSixty Research Market Update March
Laugh it off!
Sporting Fact
 
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MaKe Financial Decisions Pty Ltd trading as MaKe Financial Decisions is a Corporate Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749, trading as MLC Financial Planning an Australian Financial Services Licensee,

Registered office at 105 –153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

The information in this document reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way.