THE ADVISER MONTHLY

VOLUME I. ISSUE 9. SEPTEMBER 2021.

ARE YOUR FINANCES SPRING-READY?

Welcome to the Spring Edition of The Adviser Monthly!

Winter is now behind us and there is a new sense of optimism in the air, as the season changes and the weather begins to warm up.

Despite most of Australia still in lockdown, there is light at the end of the tunnel. Vaccination numbers continue to increase, and with vaccine passports on the way, the dialogue is shifting. Initially pleading with Australians to get vaccinated, the government is about to start treating the vaccinated differently to the unvaccinated, in an effort to make being part of the first cohort much more attractive.

The vaccinated will have more freedoms. This means more freedom to travel, more freedom to get together with loved ones, or even to go to football matches and concerts.

I never thought I would be so excited to be getting on a plane again!

On another note, the profit reporting season for ASX-listed companies has kicked off in August and it’s been an extraordinary period. The Australian share market rose by more than 20 percent over the year to June 30 and it continues to hit new highs.

Speaking of investments, if there is one undeniable trend in finance right now, it has been the growing interest in green or sustainable investing. Read more about the ‘there’s gold in green’ ethos.

There’s lots to be across when it comes to SMSFs, investment properties, and the share market as a whole. Make Work Optional strongly advocates financial education for our clients. Check out the articles below to help enhance your education in some of these areas.

On a lighter note, have you heard about rock painting? If you have children, nieces & nephews, or grandchildren, it’s highly likely you have heard about this creative little game that has been keeping kids entertained on their walks through the lockdown. Some of the art is incredible! Check it out.

ASX REPORTING SEASON SETS HIGH EXPECTATIONS

Over the next month, ASX-listed companies will be releasing their financial results, which may sound a bit dry but can have big implications for you, whether you own shares or are looking to jump into the market. Here’s why it matters and what to expect this time around.

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SELF-MANAGED SUPER FUNDS:
IS IT GOOD FOR YOU?

Traditionally, your employer pays a percentage of your pay into a nominated superannuation account. But SMSF is different because members run it for their own benefit. Some say that this is a better option. The question is: is it right for you?

YOUR PROPERTY:
IS IT WORTH RENTING IT OUT?

Renting out a property might seem like a simple venture – just find tenants and get them to pay rent, right? But it could work out to be more complicated than people think because there’s more to finding tenants and collecting rent.
What do you need to know?

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DID YOU KNOW THAT THERE’S GOLD IN GREEN

Sustainable investing is not just transforming managed fund strategies. It is fundamentally reshaping the finance industry. But this green investing is a new trend. Thus, there are questions about. This article is the first in a series and introduces you to the ‘there’s gold in green’ ethos.

MARKET PERFORMANCE:
SEPTEMBER 2021

The world markets continue to be threatened by the impact of the coronavirus. In September, the US and European markets fell but the Japanese market thrived. This rise and fall in market performance demonstrate how the world markets are interdependent. What else happened?

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THE ROCK PAINTING CRAZE IS HELPING TO EASE THE LOCKDOWN BLUES

Search NSW ROCKS on Facebook. Or check the Rock Painting Club SW WA group. What do they have in common? They use rock painting to lighten the load during the lockdown. And mind you, it is becoming a #ROCK movement.
Get involved!

THE MWO LIFE

KEVIN HART’S THE IRRESPONSIBLE TOUR

After completing the next experience but before getting back to work, I take 1-3 of the best photos and place them in a folder/album for say 2020. That way it is very easy to look back over the year and reminisce of the great times had. Because what I find is that you look at 1-3 pictures which set off in your mind the whole experience so you don’t need 500 photos that you will never look back on because it takes too long. (feel free to keep them though just not in the same folder cluttering it up).
You just need a couple, it is also more fun for the friends to review them as they don’t want to sit through hours of pictures.
So this time I thought I would share an experience that I had previously, attending a Kevin Hart show in Sydney. The Encore act was just as good as watching Kevin, didn’t leave disappointed. Wish I could remember that guy’s name.

Click this link for some great ideas.

Thought to live by.

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Be careful to leave your sons well instructed rather than rich, for the hopes of the instructed are better than the wealth of the ignorant.

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