Insights

14 March 2017

We're Putting the Spotlight Back on You

Our ‘After Tax’ approach to investment management helps make investment returns less taxing. Managed accounts differ from other investment vehicles such as managed funds, in that client assets are held directly in their own name or entity. Read more

door closing super opportunities retirement

14 November 2016

Door Closing on Super Opportunities

For anyone who wants a comfortable retirement, 1 July 2017 is a very important date, as this is when the majority of the government’s proposed super changes are likely to come into effect. Read more

23 September 2016

Business Expenses Insurance – What is it & Do you Need it?

Many business owners have an insurance policy to protect against risks such as potential liabilities, fire, theft, employee coverage, plus much more. But there’s another risk to your business that could potentially be more damaging than any other liability – the damage to your business’s sustainability if you were unable to work. Read more

15 September 2016

Pension Cuts Almost Upon Us

In just a few months’ time, the Age Pension is set to be cut for many recipients. As announced in last year’s budget, from 1 January 2017 there will be two changes to the pension asset test. Read more

15 September 2016

What’s the Common Mistake Made by Expats?

An increasing number of Australians are choosing to live and work overseas, gaining experience in fields such as mining, engineering, healthcare, finance and education. However, an often forgotten part of the expat lifestyle is what to do with current investments in Australia, or how to invest back home in preparation for an eventual return. Read more

12 September 2016

Currency Volatility – Risky Business?

While allocating to markets other than an investor’s home country can provide diversification benefits, it also introduces currency risk, with foreign exchange rate volatility potentially having a significant impact on overall returns. Read more

8 September 2016

The World (and $1 Million) is Not Enough

In the financial world, there are often quoted ‘rules of thumb’. A common one is: “If you own your home and have $1 million invested, you’ll be right for retirement.” Read more

5 September 2016

Company Snapshot - Crown (CWN)

The stock in focus this month is Crown (CWN), a gaming and entertainment company with businesses and investments in Australia and overseas. They own and operate two resorts in Melbourne and Perth, comprising hotels, convention centres and gaming floors. Read more

15 August 2016

Claire McGregor wins this year’s Gwen Fletcher Memorial Award

Elston featured in Financial Planning Magazine – August 2016 Read more

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