Financial Planning: (02) 9436 0099 jason@critique.net.au or robert@critique.net.au
Accounting: (02) 9634 1416 vivian@critique.net.au or george@critique.net.au

Blog

Government Superannuation Proposals March 2023

  • Posted by Robert Wolski
  • On March 6, 2023
  • 0 Comments
2 March 2023The Government has announced that they intend to change to tax concessions on certain superannuation accounts if you have a total super balance of more than $3 million. While it is important to understand that this is just a proposal at this time, we understand that you may have some questions about whether […]
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Financial Year 2021/22 Update

  • Posted by Robert Wolski
  • On August 8, 2022
  • 0 Comments
As outlined in the MLC financial year in review, this financial year has been one of challenges where the longer term implications of the pandemic are now being felt across the world. The global economy is facing a myriad of different issues at the moment with inflationary pressures, rising interest rates, the war in Ukraine, […]
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Federal Budget 2021: Changes drafted into legislation

  • Posted by Robert Wolski
  • On November 4, 2021
  • 0 Comments
Super contribution changes and opportunities – legislation introduced October 27, 2021 2:10 PM On 27 October 2021 the Government introduced legislation to give effect to some of the key super measures announced in the 2021 Federal Budget. The measures included in the Bill are: changes to the work test for people aged 67-74 increasing the age up […]
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Federal Budget 2019

  • Posted by Robert Wolski
  • On April 24, 2019
  • 0 Comments
Good Afternoon,   The Liberal government has now handed down an early Federal Budget as an election fast approaches. This edition has provided a rather vanilla offering with a narrower range of policy changes than past years which is a surprise from a Government under significant pressure to remain in office. Of the list of […]
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Federal Budget 2018

  • Posted by Robert Wolski
  • On September 18, 2018
  • 0 Comments
Good Afternoon,   This edition of the Critique Private Clients newsletter will be focused on the details of the 2018 Federal Budget, however we feel it is important to provide our view on the current Royal Commission (RC) that is underway into financial services, and the proposed demerger of the MLC Wealth management business from […]
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Federal Budget 2017 Outline

  • Posted by Robert Wolski
  • On September 14, 2017
  • 0 Comments
  The government has handed down the 2017 Federal Budget which was quite subdued compared to last year. The major changes are outlined in the summary below or you can view them in a video presentation at the following link Federal Budget client video. The most significant updates for our clients are the: First home […]
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Superannuation Changes pass the senate to become live on July 2017

  • Posted by Robert Wolski
  • On February 6, 2017
  • 0 Comments
Good Morning,   Happy New Year! We hope 2017 is a great year for all our clients.   I’ve Attached the January economic update which outlines how markets have rallied quite strongly off the back the Trump presidency and expectations for additional stimulus spending in the US. The question still to be answered is whether […]
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Brexit Investment Update June 2016

  • Posted by Robert Wolski
  • On July 19, 2016
  • 0 Comments
Good Morning,   The referendum in the UK has gone against most expectations with the leave vote gaining the majority on Friday. Accordingly sharemarkets have reacted to this uncertainty with widespread falls which is in line predictions about how a Brexit would affect investor sentiment. The full implications of the Brexit will only be realised […]
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Federal Budget 2016

  • Posted by Robert Wolski
  • On May 13, 2016
  • 0 Comments
Treasurer Scott Morrison announced the Federal Budget for 2016 last night outlining some changes to the superannuation & tax system that will have an impact on our clients. The key points are summarised below and I have attached a brief outline from Critique Here and a very detailed version from BT Here for those keen to pick […]
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