Wealth Management Archives - MGD

Library

In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Wealth Management

Quarterly Market Update | June 2024

18 June 2024
In this video, Stephen Furness speaks with Andrew Connors, Managing Director, Quilla Consulting, and Tom Patrick, Partner, Barwon Investment Partners, to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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Quarterly Market Update | February 2024

19 February 2024
In this video, Stephen Furness speaks with Martin Conlon, Head of Australian Equities, Schroders, and Wayne Buckingham, Managing Director, Mutual Limited, to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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Quarterly Market Update | November 2023

17 November 2023
In this video, Stephen Furness speaks with Sean Hollins, Director, Investments, and Head of Clients, Australia, WTW, and Aongus O'Gorman, Head of Investments, Australia, WTW, to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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Maximising Your and Your Spouse’s Tax-Free Superannuation Benefits

28 September 2023
By Richard Marsden
For those with an eye on retirement, the 2023 May Federal Budget was important. Superannuation rules became more favourable for most. This article provides insight into two superannuation rule changes to know about and how you and your spouse can maximise your tax-free superannuation benefits.

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Predicting the Future 2023+

7 September 2023
By Richard Marsden
In this updated paper, Richard Marsden explores the compelling insights of personal financial modelling to help you plan for and live a great retirement.

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Quarterly Market Update | April 2023

15 May 2023
In this video, Stephen Furness and Andrew Albury speak with Matt Wacher, Chief Investment Officer, Asia-Pacific, Morningstar, and Tony Cahill, Vice President, PIMCO, to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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HECS-HELP debts might be interest free, but they are set for a steep indexation this year!

10 May 2023
By Jessica Harris
A HECS debt (otherwise known as a HELP debt) is an interest free loan, that allows you to slowly pay off your education loan as you reach certain taxable income thresholds. Whilst it is an interest free loan, it is indeed, indexed (increased).

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Quarterly Market Update | February 2023

13 February 2023
In this video, Stephen speaks with Rob Tucker from Chester Asset Management and Jim Chronis from Ausbil Investment Management to discuss the key economic themes and commentary of the past few months and provide their thoughts on the current future outlook.

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Quarterly Market Update | December 2022

6 December 2022
In this video, Stephen speaks with Katie Hudson and Tim Toohey from Yarra Capital Management to discuss the key economic themes and commentary of the September and beginning December 2022 quarters and their thoughts on the current future outlook.

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Quarterly Market Update | August 2022

1 September 2022
In this video, Stephen and Richard are joined by special guests Michael Furey (Principal, Delta Research and Advisory) and Andrew Connors (Partner & Managing Director, Quilla Consulting) as they share their expertise on the key economic themes and commentary of the June 2022 quarter and their thoughts on the current future outlook.

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A Six-Point Retirement Plan

11 August 2022
By Richard Marsden
With the significant changes in economic and financial market conditions so far in 2022, having a sound plan is more important than ever so you can stay in control of and on track towards your ideal retirement. This Six-Point Plan is designed to reduce risk, take advantage of opportunities, and retire successfully in uncertain times.

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Market Update | May 2022

29 June 2022
In this video, John Barton and Stephen Furness are joined by special guest Sean Hollins (Delegated Portfolio Management, WTW) to discuss the current market outlook for the year ahead.

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EOFY Strategies

28 June 2022
With 30 June only a few days away, we want to remind you to finalise any outstanding end-of-financial year transactions and draw your attention to some important superannuation and taxation considerations, including minimum pensions, superannuation contributions, income protections premiums, and working from home deductions.

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Market Situation Outlook | February 2022

17 February 2022
In this video, Stephen Furness and Richard Marsden are joined by special guests Michael Furey (Principal, Delta Research and Advisory) and Aongus O'Gorman (Head of Investments, Australia, WTW) to discuss the current market outlook for the year ahead.

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Event-Based Advice

8 February 2022
By Richard Marsden
In this paper, Richard Marsden articulates at what times we believe value can be best obtained by those serious about planning to become or to remain financially independent.

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Predicting the Future

28 July 2021
By Richard Marsden
In this paper, Richard Marsden explores how financial modelling can add clarity to financial decision-making, assist in planning retirement, and improve the prospects of achieving a financially successful retirement.

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Working Mums, you are worth it!

7 June 2021
By Mikaela Holmes
Whether you are working part-time, full-time, or not at all, mothers are a valuable asset for any household and one worth insuring. When undertaking an insurance needs analysis for clients, we consider various financial impacts, such as caring for someone who is sick or injured, or caring for children and running the household. These can all have a monetary value assigned to them and should be considered a need in the case of various insurable events.

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