Well the results are in and to all the respondents – and there were some 143 of you – a very big thank you.  We appreciate so many of you taking the time to give us some very valuable feedback.

The COVID-19 pandemic has shifted our day-to-day lives in a dramatic way. One of the biggest changes to come from this period, was a transition to working from home for many people.

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Lump Sum (one off) Withdrawals

If you are planning any large acquisitions in July that will require drawing down on your investments, superannuation or pension accounts, please be aware that most investment managers delay redemptions in the first weeks of the new financial year as they finalise their end of year accounts.To avoid any issues, we recommend you redeem any cash that will be needed in July, by no later than 15th June 2020 – or if possible, defer any large purchases to late July.PLEASE NOTE: All your regular payments (pensions etc.) will go through as normal. This temporary hold only relates to one off withdrawals.

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Last week I talked about investment returns not necessarily to blow our own trumpet, but more to give reassurance that diversification works and that building in some downside protection can reduce the very big swings, single asset classes can have.

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May, 15, 2020

Investment markets continue to fluctuate on the news cycle.  Better than expected unemployment numbers (still -14.7%) in the US and lots of rhetoric about lockdown easing’s saw a small rally last week and then this week markets lost most of that ground on the basis of sobering growth numbers on the global front.

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Lots of good news on easing of restrictions this week (unless you are in Victoria) and this has had a positive impact both here and in global markets.

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Get your candles out!

Its time to recognise all of the efforts that are made in the name of our personal freedoms by our military personnel, past and present. 

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In these extraordinary times, even the most unlikely of tech-users have been jumping aboard the ‘Zoom’ train – or other virtual meeting software – in a bid to remain connected. Both a user-friendly and practical way to allow businesses and staff to remain connected, and a growing method of choice for those wanting to catch up with loved ones during this phase where our habitual catch-ups are a no-no.

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