2020 Year in Review

The year when everything was turned on its head Just as we were recovering from the long drought and the worst bushfires on record, the …

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Super changes add flexbility – Work test to kick in at 67

Just when you thought you had a grip on the superannuation rules, they change again. This time though, the changes are mostly positive, especially for …

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SUPERANNUATION TECHNICAL BULLETIN – June 2020

END OF FINANCIAL YEAR CHECK UP By Amy Tickle After a turbulent few months closing out the 2020 financial year we’ve put together some superannuation …

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Lead Partners Private Wealth Autumn 2020 Newsletter

FROM THE EDITOR Natasha Stewart Welcome to the first newsletter under our new brand ‘Lead Partners Private Wealth’. Obviously a lot has happened since our …

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CVP Monthly Report – March 2020

March was a turbulent month for global financial markets. Evidence of the Covid-19 virus spreading into Europe triggered a sharp fall in equities and other assets, …

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CVP Monthly Update – February 2020

The Core Value Portfolio (CVP) generated a return of (-2.59%) in February. Whilst a negative return, this was against a backdrop of equity markets falling …

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