Edition No. 28 | 29 May 2015
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Are you ready for the end of another Financial Year?

P3 Financial Planning eNews

It was an exciting month for the P3FP team as we had the opportunity to support a great community event through the TEDxUQ conference.  It was a excellent day of hearing some really inspirational speakers and mixing with the UQ community as a whole.

In this month's edition of P3FP's monthly news, we have

  • 5 Steps to help make your Self Managed Super Fund ready for tax time
  • Simple strategies to set yourself up in the new financial year
  • Our common Economic updates

We hope you enjoy the edition and look forward to hearing from you soon.

Jim Penner & Jon Morrow

Authorised Representatives of P3 Financial Planning

AFSL 464 628

 

5 steps to make your SMSF tax-ready

If you want to keep enjoying the flexibility and control of your self-managed super fund, you'll need to make sure your fund is compliant at tax time. Here's how to do it.


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New financial year. New financial attitude

As Winston Churchill said “Attitude is a little thing that makes a big difference.” So this financial year, take a fresh approach to your finances.


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ThreeSixty Research Market Update May

Highlights :

  • Weak US Q1 2015 GDP was impacted by severe weather and port strikes

  • Federal Reserve anticipated to delay decision on interest rate increases – remains data dependent

  • Eurozone being positively impacted from early ECB QE implementation

  • Global oil prices recover, up 25% – suggesting the lows are in place

  • US corporate earnings remain resilient – but impacted by USD strength and weaker oil prices

  • China remains on an easing bias – expecting further monetary stimulus

  • RBA cuts the cash rate to 2.0% at its May meeting and remains on an easing bias


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May economic update

In the latest update, Brian reviews events in markets during April.

He discusses:

  • how world share markets posted reasonable gains in April

  • why the actions of the world’s major central banks are still crucial

  • why it still isn’t entirely clear that the recovery in the non-mining economy will be strong enough to offset the drag from mining investment activity, and 

  • how MLC’s multi-asset portfolios are positioned

To find out more:

  Download the 2 page - May economic update.

  April economic update - Watch the video

sailboat

In this edition

  arrow 5 steps to make your SMSF tax-ready  
  arrow New financial year. New financial attitude  
  arrow ThreeSixty Research Market Update May  
  arrow May economic update