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Mid-year review: why a balanced view is needed to understand what the future may hold

The year to date has certainly been eventful for all markets: stocks, bonds and property alike. Crystal Wealth Partners’ Executive Director Tim Wedd looks at what’s happening, what the future may hold, and some of the potential upsides, too.

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New opportunities to contribute to super

If you’re aged between 67 and 75, there are two new ways to contribute to your super fund.

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Receiving a pension? Remember to check your minimums

If you’ve elected to receive the minimum pension, your payment could decrease due to the market downturn – making it a good time to review your monthly cash flow.

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Managed funds and tax reports timing

At this time of year, we get several questions regarding tax reports for your portfolios, which are needed for your tax return. Here’s everything you need to know:

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Creating a balance between inflation and growth

Our newly appointed Investment Manager - Kuldeep Yadav shares his view on the current markets and global economy and what is Crystal Wealth doing to diversify portfolios across a range of strategies.

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How to minimise super death tax?

Executive Director John McIlroy illustrates on a case study how this works and why it’s vital to have an estate planning strategy.

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John McIlroy and Louise Lakomy talk to Fairfax and AFR about property purchase options

Crystal Wealth Partners’ Directors were quoted in SMH and AFR last month, talking about property purchase options for young Australians from different angles. Here’s what they had to say.

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Crystal Wealth celebrated 10 years in business

It makes us really proud here at Crystal Wealth as we have reached a  big milestone in the history of our business. Last month we celebrated 10 years of our operations and provision of services to our valued clients.

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The 4 pillars of responsible investing

What are the key principles of effective responsible investing? Executive Director Tim Wedd talks about the importance of impact and alignment as he shares our four pillars of responsible investment success.

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John McIlroy and Tim Wedd talk to The Australian on two separate topics

Crystal Wealth Partners’ Executive Directors John McIlroy and Tim Wedd were quoted in the Newscorp titles this month, talking about two separate topics. Here’s what they had to say.

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