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Rochdale Accounting & Financial Services News


Market Volatility

Date Published: 12th August 2011

You may have read the recent headlines about the dramatic swings in the US and other share markets around the world.  It’s important to put these developments in the context of your longer-term financial plan, so the link below provides some questions and answers to help you understand what’s causing this volatility.

A number of factors have contributed to this extreme volatility, including political events, natural disasters, the US debt debate and concerns over the problems in Europe. On the upside, Australia does not have a huge government debt. Relative to other parts of the world, Australian banks are also financially strong. However, please bear in mind that markets will continue to go up and down for a while due to ongoing uncertainties in political and economic environments across the world.

At times like these it’s really important to stay calm and remember some of the fundamental principles of investing, such as making sure you have a diversified portfolio, and investing for the long term. By taking a long-term approach to investing, you give your investments time to recover from the downswings that are a natural part of any investment cycle.

We are here to help you manage risk and look at your long-term financial strategy. This is the best way to build and preserve wealth, so please don’t hesitate to contact us on 02 6620 0300 to discuss your situation and to clarify any questions you may have.

Investor FAQs on Market Volatility


Informed Investor - Special Edition Market Update August 2011

Date Published: 8th August 2011

Please follow the below link to our Informed Investor Market Update which covers issues currently affecting the markets.

Please feel free to call our office on  02 6620 0300 if you have any questions or feedback about the information discussed in the newsletter.

Market Update 8 August 2011



Informed Investor - April 2011


Date Published: April 2011

The April 2011 edition of the Informed investor newsletter.  In this edition we cover the following topics:

  • The Future of Financial Advice
  • Economic highlights
  • Infrastructure - Stable and Reliable Returns
  • Nearing Retirement  

 I’m sure you’ll find the articles both interesting and informative.

Please feel free to call our office on  02 6620 0330 if you have any questions or feedback about the information discussed in the newsletter.

Rochdale April 2011.pdf


 

Important Changes to Preparation of Business Activity Statements and Payment Summaries

Date Published: June 2010


Please note that 2010 PAYGW Summaries (Group Certificates) differ from previous year’s summaries.  If you prepare electronic summaries from MYOB or Quickbooks you will need to ensure you have the latest versions of each product.

-    MYOB minimum V18.5

-    Quickbooks minimum 2009/2010

 

* Please note also that bookkeepers must be registered as BAS Agents (or have notified the ATO of their intention to register) to prepare year end payment summaries.  This is also the case for all BAS preparation.

For more information please visit: http://www.tpb.gov.au/



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Our SMSF Specialists, Nick Rose and David Shume will present a seminar, What's New in SMSFs on Thursday 23rd February 2012 at Summerland House Farm. Book Now for this free event.
Join our team for a 2012 Budget Update on Thursday 17th May 2012 at Invercauld House, Goonellabah. Book Now for this free event.
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