News
Click below to view the stories from our latest newsletters.
September 2010 Newsletter
- Industry update
A Market Update & Outlook prepared by GWMAS trading as ThreeSixty appears below.Too much, too soon? Extract from MLC’s Head of Capital Markets Research, Susan Gosling’s July Investment Briefing July 2010.
Read more (PDF, 315KB) - MLC Investment Strategist Brian Parker’s 30 June Briefing & Outlook
With the 2009-2010 financial year just completed, MLC’s Investment Strategist Brian Parker provides a timely review of the 2009/2010 financial year including economic and market developments.
Read more (PDF, 48KB) - Staff news - Goodbye Rob and Welcome Tamara
After joining McLauchlan & Partners four years ago, Associate Planner Rob Chester has decided to take a six month break from Financial Planning to travel the world with his partner Claire starting in South America.
Read more (PDF, 69KB) - Staff news - Quin Smith
In more staff news Financial Adviser Quin Smith became a Certified Financial Planner (CFP) after successfully completing the internationally recognised CFP program in June.
Read more (PDF, 67KB) - Perry Cross Foundation Golf Day
McLauchlan and Partners are proud to be a major sponsor of the Perry Cross Spinal Research Foundation's Annual Golf Day on Friday October 8th at the Colonial Golf Course, Robina.
Read more (PDF, 965KB) - Full PDF version of September Newsletter
Download now (PDF, 2.50MB)
July 2010 Newsletter
- Retirement – How much do you need to retire?
Australians are living longer and the average life expectancy is increasing for both men and women.
Read more (PDF, 73KB) - Financial Tip - Your most important Asset is YOU - Protect it!
Three out of the four major Insurance policies can be paid for through your Superannuation ie Life, TPD and Income Protection Insurance, and that means you can protect your family without it affecting your weekly cashflow.
Read more (PDF, 185KB) - Community Jos' Golf Day
McLauchlan & Partners recently participated in a Charity Golf day held at the Burleigh Golf Club to raise funds for local business man and friend Jos Harrington who, on original diagnosis, was thought to have suffered a major brain haemorrhage.
Read more (PDF, 87KB)
June 2010 Newsletter
- Top up your superannuation with help from the Government
If you earn less than $61,920 p/a and you meet certain conditions, you may want to make personal after-tax super contributions before 30 June 2010.
Read more (PDF, 289KB) - Smart End of Financial Year Strategies
Click here to learn 12 strategies with tax advantages for this financial year and beyond. Each of these strategies has the potential to make a significant difference to your financial situation now and in the future.
Read more (PDF, 389KB) - Aim to save at least 10% of your weekly wage
Have your employer automatically put 10% of your weekly wage into a separate account or set up an automatic transfer each week into a high-interest savings account.
Read more (PDF, 249KB) - Media Release from North Burleigh Surf Life Saving Club
It is with great pleasure that we announce that long time North Burleigh member, Paige Cooper, was crowned the 2010 Jupiters Surf Girl at Jupiters Casino on Saturday 22 May, ahead of 16 representatives from Clubs all over Queensland.
Read more (PDF, 55KB)
May 2010 Newsletter
- It's almost tax time
Yes that’s right it’s almost tax time. A time that most people dread having to get their tax returns done. Whether you are in business or lodging your own personal tax return it’s never a fun job to have to complete..
Read more (PDF, 194KB) - Purchasing insurance in superannuation
Enjoying life and all it has to offer ‘stress free’ is what’s important to many people.
Read more (PDF, 204KB) - Pay off your mortgage sooner
By changing your repayments to fortnightly (or even weekly) rather than monthly you will pay more off your mortgage each year.
Read more (PDF, 125KB)
Summer Newsletter
- New Year’s resolution
Committing to a New Year’s resolution is something millions of people do each year however sometimes without support we tend to find ourselves three months down the track and our New Year’s resolution has slipped down the priority list and we are nowhere near achieving our goals.
Read more (PDF, 587KB) - Michael and Jayne’s New Year’s resolution
In January 2008 Michael and Jayne made a New Year’s resolution to get their finances in order and met with Financial Advisor Andrew McLauchlan. Their main objective for seeing a financial planner was to pay off their mortgage as quickly as possible.
Read more (PDF, 50KB) - Who will look after you or your family if you/they become Critically ill?
Critical Illness Insurance & Best Doctors
Most people insure their house, their home and contents and even their car but many people do not know that they can insure themselves against critical illness. Critical Illness (CI) insurance (also known as Trauma Insurance) provides a lump sum payment if you are diagnosed with one of the specified critical conditions to assist you financially, to look after the mortgage repayments, to pay bills, assist with the associated medical bills and anything else that needs funding.
Read more (PDF, 564KB) - Want free financial advice?
McLauchlan & Partners host free information sessions each month, offering free financial general advice to clients, friends, colleagues and the general public.
Movember Fundraising
In November 2009 Business Manager, Andrew McLauchlan signed up to the Movember initiative joining over 128,000 other Australians by “growin a MO” and helping to raise money and generate awareness for men’s health issues, specifically prostate cancer and depression in men.
Read more (PDF, 209KB)
