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Documents and Forms

Monopoly Article - August 2017

Risk Profile 1 March 2016

Client Briefing Updates

September 2017 - Zenith Magellan Global Trust

September 2017 - Morningstar MGG Subscribe

September 2017 - Magellan Global Trust

September 2017 - Lonsec Magellan Global Trust

August 2017 - Is the $A too high? An update on our
currency valuation models

May 2017 - State Budget

May 2017 - FirstTech Federal Budget Briefing

May 2017 - 2017 Federal Budget Analysis

May 2017 - 2017–18 Federal Budget – Client Briefing

May 2017 - 2017-18 Federal Budget – Adviser Briefing

Mar 2017 - Understanding The New Pension Transfer Balance

Mar 2017 - Concessional Contribution Opportunities

Mar 2017 - Maximising Non-concessional Contributions

Mar 2017 - The good news about the Government’s super reform Macquarie

Shane Oliver Updates

11 October 2017 - The US Federal Reserve starts quantitative tightening

22 September 2017 - Where are we in the search for yield? Is it about to reverse
as the Fed starts quantitative tightening?

15 September 2017 - Another five great charts on investing

8 September 2017 - The Australian economy bounces back - five reasons why some further pick up is likely

15 August 2017 - The threat of war with North Korea- Implications for investors

August 2017 - The break higher in the Australian dollar is likely to be limited- this is not 2007 all over again!

18 July 2017 - 2016-17 saw strong returns for diversified investors – here
are five reasons why returns are likely to be solid in 2017-18

5 July 2017 - From goldilocks to taper tantrum 2.0 – a bit of turbulence hits
bonds (and shares). Three reasons not to be too fussed

20 June 2017 - Global political risks one year on from Brexit – what have we
learned?

14 June 2017 - The Australian economy hits another rough patch -
implications for investors

June 2017 - The perils of forecasting and the need for a disciplined
investment process

23 May 2017 - The Trump bump and shares – short-term risks, but five
reasons for optimism

17 May 2017 - Three reasons why the risks for the Australian dollar are still on the downside

9 May 2017 - The 2017-18 Australian Budget – pragmatism and fairness rule

3 May 2017 - Are shares offering enough of a risk premium over bonds

4 April 2017 - Australian cash rate on hold

29 March 2017 - A further 21 great investment quotes

23 March 2017 - The USD200 trillion global debt mountain – how big a threat is it really and what are the implications for investors?

15 February 2017 - The Chinese economy stabilises and iron ore surges – where to now and what it means for investors

Market Updates

Lifestyle Articles

4 Tips for Setting Powerful Goals

8 Ways to Boost Your Confidence

The Best Advice These 11 Successful People Ever Received

Cracking the Biggest Art Heist in History

14 Ways to Improve Your SelfDiscipline

10 Ways to Stop Procrastination From Standing in the Way of Your Goals

Six easy food swaps to cut your sugar intake

Forbes Life Travel Guide 2017 - The Hottest New Hotels of the Year

2017 Formula One Australia

Apple Leak Reveals Massive Expensive New iPhone