Morningstar 2017 Financial Year in Review

 

US Election Impact

Now that the US Election has concluded, we received a concise summary from K2 Asset Management during the week that resonated….. The main positives that we see for the US equity market from the Trump victory are as follows: The ability to implement policy change via having control of both the House of Representatives and […]

Federal Budget 2016

Superannuation Changes to concessional superannuation contributions The annual concessional contribution cap will be reduced from 1 July 2017 to $25,000 per annum for all ages. From 1 July 2017, high income earners will pay an increased level of contributions tax on concessional contributions – from 15% to 30% for income of $250,000 and above. What […]

Market Update: Week in Review (April 13)

Global equity markets meandered higher in a shortened week with little international news flow. Liquidity has been fairly thin, and the combination of holidays, a lack of narrative altering news and the looming 1Q15 earnings season has paralysed activity a little as investors wait to see the numbers. Despite the lethargy, Europe continues to trade […]

Protect Your Lifestyle

Did you know you have a one in four chance of being injured and having to take more than 3 months off work? North Shore Financial Planner, Jessica Waller, has been concerned by the numbers of Sydney workers not aware nor protected by the impact of an injury on your lifestyle. As a country we […]

2013/14 Company Earnings Results

One of the research houses we follow has released their report on the 2013/2014 earnings season. I encourage you towatch this video: If you wish to discuss this video further, please call our office. Jessica Waller.

Is your employer passing on your salary sacrifice superannuation contributions frequently?

Or are they obligated to? No, well that’s the technical answer when it comes to an employee making salary sacrifice superannuation contributions…… As the end of this financial year is approaching, we have noticed that multiple clients that have salary sacrificed monies into superannuation have not had the actual funds turn up in their accounts […]

What CABEL Financial clients MUST KNOW and DO before 30 June.

The End of Financial Year is a time to make sure your affairs are in order and any important decisions are made and acted upon before 30 June 2014. We at CABEL Financial have formulated a MUST DO checklist to help you plan for the end of financial year: 1. Determine when to incur your […]

Jessica Waller – New Partner at CABEL Financial

Joel Xuereb, Phil Browne and John Hensley are pleased to announce that Jessica Waller has become a Partner of CABEL Financial, effective 1 April 2014. Jessica has been working in the Financial Services industry since 2007. In this time she has attained her Bachelor of Economics (Majors in Economics and Finance) and Advanced Diploma in […]

2013/14 – First Half Company Earnings

  One of the research houses we follow recently released their report on the first half of the 2013/2014 earnings season. https://www.youtube.com/watch?v=E-bj3wX7y_E Please feel free to let me know your feedback and thoughts on the presentation. Joel Xuereb.