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Vantage Point
Investor
Newsletter
Winter 2009
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| Vantage Advisory
Level 2/470 St Kilda Rd
Melbourne, VIC 3004
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Dear
investor,
Each
quarterly issue of Vantage Point has been designed to provide you with the
understanding to help you achieve your financial goals. We believe investing 30
minutes of your time will be highly rewarding.
If you have a friend or colleague
that can benefit from being better informed feel free to forward this newsletter
on.
I
trust you will enjoy this edition of Vantage Point. Should you have any feedback
or questions, please do not hesitate to contact me.
Sincerely,
Ron
Kucharski
Executive Director - Vantage Advisory
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2008 in
review:
A
review of 2008 really starts mid to late 2007, it was around September when
Vantage warned its clients that a potential credit crisis was surfacing in
America with increasing defaults in what is now known as subprime
lending.
By December 2007, Vantage’s was one of the very few advisors who
recommended their clients to sell out of the Australian stock market and
move into cash as this financial crisis started to infect the
world. To learn more click here>
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If
you have a mortgage, or are in the marketplace for one, have you ever thought
you might be able to increase your cash flow by just being smarter with the way
you use your money?
If you want to reduce your debt without compromising your
lifestyle click here >
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When
you’re healthy and active, it’s easy to take your financial future for granted.
But you only have to know someone who’s been affected by serious illness or
injury to realise how difficult the situation can become.
If you want to know what your greatest asset is an how to protect
it click here>
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The
benefits of running a Self Managed Super Fund (SMSF), commonly known as DIY
Super, are growing on Australian investors.
In the last 18 months we’ve
seen huge inflows of savings into SMSF’s and it may boost as investors react to
the losses reported by major funds as a result of the global financial crisis.
If you want to learn if a DIY Super is right for you click here
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Why
not tax wages over $1m per annum at 60, 70 80 or even 90%?
Why not also
apply it to Executive Share Options, especially share options exercised when a
CEO is made redundant from a company that they have almost destroyed? Read more >
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How
to assess the viability of a project with very simple criteria. Read more >
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As
recent research shows, most women are confident about managing their day to day
finances, however, most don't feel the same when it comes to investing or
protecting their income or assets.
In
honour of all women in Australia, we did a compilation of articles that inform and support them on their financial decisions. Read More >
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About
Vantage
We are a boutique financial advisory group that offers wealth-creation
solutions across your investments, taxes and finances, integrating them in a
plan that moves you in the right direction towards your goals.
Vantage
is here to strategically help you grow, protect and enjoy a tax effective
income.
Vantage Advisory
Level 2/470 St Kilda Rd
Melbourne, VIC
3004
Ph. 9866 5888
E. info@vantageadvisory.com.au
@.
www.vantageadvisory.com.au
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Tip of the Month
50%
of Australians don't have a will. If you have dependents, no matter how little
or how much you own, you should have one.
Get
appropriate advice. Protect your loved ones.
Write a will
TODAY!
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Tax Strategies for Volatile Times
Sell your dogs- offset capital losses against gains
Maximise your deductions, pre pay expenses and defer income
Pre Pay Investment Loan Interest
Insuring your income is a MUST !!
Take advantage of Superannuation low income spouse co-contribution
Tax Effective Investments
Structured Financial strategies
Protected share investment
Donations
If you want to reduce the amount of tax you pay this financial year Contact Us
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Quote of the Month
"People
often become what they believe themselves to be. If I believe I cannot do
something, it makes me incapable of doing it.
But
when I believe I can, then I acquire the ability to do it even if I didn’t have
it in the beginning"
Mahatma Gandhi
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a
Special Offer for Astute Women
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Would
you like to become financially independent? Would you like a clear plan that
helps you achieve all what you want financially? Would you like your dealing
with money become easy and enjoyable?
Take
the first step towards financial freedom.
Win
a FREE Wealth Check Up* valued at $500!
Just tell us in 25 words what will you do when you become financially independent? Email to mariana@vantageadvisory.com.au and state in the Subject "I am an Astute Woman"
10
to win
*Advice
is provided by Vantage Advisory Pty Ltd, a Corporate Authorised Representative
of Wealthsure Pty Ltd, AFSL 238030
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Offer Expires: 30/June/2009
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