From 1 July 2018, retirees will be eligible to make superannuation ‘downsizer’ contributions. This new super measure became law on 13 December 2017 and will allow an individual aged 65 and over to use the proceeds in relation to one sale of their main residence to make ‘downsizer’ contributions of up to $300,000 (or $600,000…

After some strong performance in prior months, volatility made a sharp return to the markets in February. The Stonehouse Core Value Portfolio (CVP) ended down -0.78% in a month where International Equities were particularly heavily impacted against a backdrop of a -3.7% return for the S&P500 (US market index). Within the Equities component of the…

    Jeannie Biggs has been with Stonehouse for 9 months and is one of our Client Service Officers in our Brisbane CBD office. She has been in financial services for over 20 years and brings a wealth of knowledge and positive energy to our firm. Please read on to hear about Jeannie’s recent life-changing…

If you’re involved with financial services, you quickly get used to change. However, we have not seen a change in the Australian home loan market as we are now. The changes are being brought about by pressure on banks/lenders from the regulatory body, APRA, as they try to control and manipulate housing concerns. In the…

The Stonehouse Core Value Portfolio (CVP) began 2018 on a good note, returning +0.79% in January, in a month that saw strong gains in US equities (+5.6%) contrasted by the Australian market which moved down -0.5%. In a month of mixed Equity manager performance, the Portfolio stand-outs were JO Hambro (6.1%) and Old Mutual World…

The Stonehouse Core Value Portfolio (CVP) ended 2017 strongly, returning +0.52% in December and delivering +9.0% for the calendar year. Equities ended the year well with the Australian market returning +1.8% and the MSCI World Index +1.1% (in AUD Hedged terms). The Australian dollar (+3.2%) appreciated strongly in December but Australian bonds were weak (-0.5%)….

In this Issue: New Stonehouse Office Locations The Loan Market is Changing What our Team are up to for the Holidays… Download newsletter to read more:

The Stonehouse Core Value Portfolio (CVP) continued it’s positive momentum in November, returning +0.87% in a strong month for equities that saw the Australian share market gain +1.6% and the MSCI World Index up +1.7% (in AUD Hedged terms). The Australian dollar (-1.2%) continued to weaken while Australian bonds were up (+1.0%) during the month….

While the decrease in variable interest rates over the last few years have been good news for all homeowners, a recent study indicates that the real winners are those who are willing to make the switch. The RBA have recently released a report outlining the cost of remaining loyal to your bank.   The findings…

The Stonehouse Core Value Portfolio rose strongly in October (+2.46%), taking the 12 month rolling return to +8.5%, a welcome result for investors. The month saw the Australian share market finish up +4.0% and the MSCI World Index delivered a solid return of +2.7% (in AUD Hedged terms). The Australian Dollar (-2.2%) continued to weaken…

© 2015 Stonehouse