John McLean Financial Strategists

27/09/2021

Congratulations to our two Financial Planners, McLean Whittaker and John Kulas, who are both nominated finalists in the 2021 Millennium 3 national awards for Financial Planner and Risk Adviser of the year!

06/07/2021

A few Interesting stats to ponder!

Colin Brinsden, AAP Economics and Business Correspondent (Australian Associated Press)   BUDGET Underlying cash balance to be in deficit over the next 40 years and to be 2.3 per cent of GDP by 2060/61. It was forecast to be 5.0 per cent of GDP ($106.6 billion) in 2020/21 as per May budget. GROWTH R...

18/06/2021

(ATO)   From 2019–20, carry-forward rules allow you to make extra concessional contributions – above the general concessional contributions cap – without having to pay extra tax. The carry-forward arrangements involve accessing unused concessional cap amounts from previous years. An unused ca...

11/05/2021

The Government now expects the Federal budget deficit to peak at $161bn this financial year (down from $214bn in October’s Budget) and fall to $107bn in 2021-22...

01/02/2021

Money and Life (Financial Planning Association of Australia)   It’s the shortest month of the year so what better time to make a change and save some money? We’ve got three tips for each of the next four weeks to help those dollars pile up in Frugal February. Week 1 – the same lifestyle for l...

28/01/2021

Dr Shane Oliver Head of Investment Strategy and Economics and Chief Economist (AMP Capital)   Undoubtedly, the storming of the Capitol Building in Washington DC will go down as a dark mark in US history – not only due to the tragic loss of life which followed. The events of January 6 are a signif...

28/10/2020

Dr Shane Oliver Head of Investment Strategy and Economics and Chief Economist (AMP Capital)   Key points Even in good times successful investing can be stressful. For this reason, it’s useful for investors to keep a key set of things – call them rules – in mind. ...

15/10/2020

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19/08/2020

In your 40s? Here’s what you need to consider to financially get ahead.

31/07/2020

Money and Life (Financial Planning Association of Australia) Much like exercise and eating well, your financial wellbeing is key to living a happy and healthy life. So what is financial wellbeing and how can you improve yours? Financial wellbeing is often overlooked as one of the pillars of good hea...

07/07/2020

Dr Shane Oliver Head of Investment Strategy and Economics and Chief Economist (AMP Capital)   Key points The run up to the US election on 3rd November has the potential to see increased share market volatility if it looks increasingly likely Biden will win and if Trump ramps up tensions with ...

29/06/2020

By Dr Shane Oliver Head of Investment Strategy and Economics and Chief Economist (AMP Capital) 24 June 2020 2020 wasn’t the year anyone was expecting, but in welcome news for some, we’re already about six months of the way through it. In this webinar, our Chief Economist and Head of Investment ...