Financial planning for doctors

JUNE NEWSLETTER

Introduction

Update

Property

Shares

Family

Articles

Legal Stuff

Introduction

 

Welcome to our May newsletter. In this month’s newsletter, we examine the factors that underpin housing affordability and come up with some surprising findings. And we go for a leisurely walk up a nicely graded hill. You will see what we mean when you read our share market report. A look at history… May Day The first of May is traditionally known as May Day. While the 1st of May has significance in many domains, it was selected as ‘International Worker’s Day’ by a group of socialists and is frequently nominated as a day to remember that the eight-hour working day has not always been a reality.

 

May Day was chosen because May was the month of the Haymarket Riot in Chicago in 1886. As you might expect, the riot was an ugly affair. It occurred during a strike process and involved the killing of both Police and strikers. Four people were later hanged for their involvement. Nowadays, the eight-hour day just makes for really crowded public transport at 5pm. Life really is better than the ‘good’ old days!

Principal Wealth Strategist 

Guy Rasmussen

 

Update

The Tax Time 

Last month we had the 2018/19 Federal Budget 

The Budget 

Last month we had the 2018/19 Federal Budget 

Whole Wealth Portal

Ou

Property

 

Hobart leads the way.

Shares

 

April was an unusual month in the Australian sharemarket. The market rose by 4% across the month. The unusual element was how smooth that rate of growth was. Here is how it looked on Yahoo Finance

Family

 

Brayden

Brayden has just finished his first term of

Articles

November 17, 2018

The federal government is facing growing calls to scrap or overhaul controversial changes to capital gains tax (CGT) exemptions for Australian expats, but tax watchers say now is the time to plan ahead and avoid getting slugged. 

Set to  affect about 100,000 Australians living and working overseas, the changes would deny CGT exemptions for homes sold while the owner was outside Australia, a retrospective slug as far back a...

November 17, 2018

Associate Professor Justin Tse reflects on how his academic post helped pave the way for a fulfilling career in medicine and academia.

Having begun his career in medicine as a general practice registrar, Associate Professor Justin Tse remembers the time fondly.
 
‘I had wonderful experiences in both rural and metro settings, and was supported by generous and amazing general practice supervisors,’ he told newsGP. ‘Our training p...

November 17, 2018

Note: This article is updated regularly when new financial advisers join the independence club (latest update October 2018). A financial adviser does not have to be a member of the IFAAA to join the SuperGuide list, provided they can declare that they satisfy the requirements of being an independent adviser (we now have 3 categories). Anyone seeking an independent adviser needs to conduct their own research on whether an advis...

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LEGAL STUFF

General Advice and Tax Warning

 

The above suggestions may not be suitable to you. They contain general advice which does not take into consideration any of your personal circumstances. All strategies and information provided on this website are general advice only.

 

Please arrange an appointment to seek personal financial and/or taxation advice prior to acting on anything you see on this website.

 

The tax-related component of the above discussion was prepared by Dover Financial Advisers Pty Ltd, AFSL 307248. Dover Financial Advisers is a registered tax (financial) adviser.

 

The legal component of the above discussion was prepared by MLA Lawyers Pty Ltd.

 

The credit-related component of the above discussion was prepared by Dover Financial Advisers Pty Ltd, AFSL 307248. Dover Financial Advisers holds an Australian Credit Licence.

 

Contact Details

[INSERT]

Licencing Details

Guy Rasmussen is an authorised representative (1238998) of Dover Financial Advisers Pty Ltd.

 

GM Rasmussen Pty Ltd ATF Whole Wealth is a corporate authorised representative (1251211) of Dover Financial Advisers Pty Ltd.

 

Dover Financial Advisers Pty Ltd AFSL 307248 | ABN 87 112 139 321 | 71 Tulip Street, Cheltenham, VIC 3192

 ©2016 WHOLE WEALTH

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