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…

The Stonehouse Core Value Portfolio (CVP) rose +1.0% in September, in a month that saw the Australian share market finish slightly down (-0.02%) while the MSCI World Index delivered a solid positive return of +2.4% (in AUD Hedged terms). The Australian dollar (-0.8%) continued to weaken and Australian bonds also fell (-0.3%) during the month….

The Stonehouse Core Value Portfolio rose +0.5% in August, in a month that also saw the Australian share market (+0.7%) finish higher, while the MSCI World (+0.2% in AUD Hedged terms) delivered a small positive return. The Australian dollar gave back some of the previous months’ strong performance (-1.0%), while Australian bonds rose +0.2% and…

In this Issue: Scholarship Winner Driven by Desire to Help Others The Importance of Total and Permanent Disablement (TPD) Cover Surgery Delivers Dignity & Hope Download newsletter to read more:

The Stonehouse Core Value Portfolio began the new financial year slightly down (-0.18%), in a month that also saw the Australian share market finish flat. The MSCI World Index returned -1.2% in unhedged currency terms which spoke to a month where the Australian dollar had substantial consequences for the Australian investor, appreciating strongly (+3.7%) to…

Preparing your individual tax return is a somewhat complicated process since you need to consider multiple sections such as income, deductions, gains/losses, tax offsets, and Medicare levy. One area that can cause some confusion is the deductions section and it even gets more complicated when you’re claiming work-related expenses. Whether you’re preparing your individual tax…

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