Welcome to our latest newsletter

We kick off the latest newsletter with a look at the economic impacts of Trump's tax changes. We also take a look at why it's important to get advice about your overall super and non-super investment portfolios.

Our article on dollar-cost averaging provides a reminder on the value of this classic and straightforward investment practice. And, if you run a small business then our article on under-charging and over-servicing is a must read.

Fishing is a fantastic way to spend time with your kids or grandkids this winter so we have included some tips to make the most of this fun activity.

If you would like more information on any of the articles below, please contact this office on (08) 8363 9222 or anona@anona.com.au.

Regards,

Anona Fitzgerald

The Australian Implications Of Trump's US Tax Changes

A key policy of the newly installed Trump administration is to dramatically change the taxation regime. There are several proposed tax changes which are summarised in this article and the potential implications for Australian listed companies with US operations.

Many investors may not realise that Australia's super and non-super personal investment markets are almost equal in value.

It's hardly surprisingly that a personal finance article in Forbes magazine places the classic and straightforward investment practice of dollar-cost averaging high among a list of tips to help millennials become better, more disciplined investors in 2017.

Over-servicing clients is a common problem for small business owners; your feel it’s what sets you apart from your competitors. However, you need to beware of setting unreasonable expectations and costing yourself money.

5 key tips when fishing with children

Fishing teaches kids many important skills and is a great way to bond with your little ones. Simply follow these tips for fishing with kids and your child will be hooked in no time.

Anona Fitzgerald and Kate Phillips
Anona Financial Planning Pty Ltd ATF Anona Trust Trading as Anona Financial Planning, Authorised Representatives Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, Australian Financial Service Licensee (AFSL 230323). Offices at Level 6,161 Collins Street, Melbourne VIC 3000

Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

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