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Trilogy’s Online Newsletter

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We are pleased to bring you the latest edition of our newsletter.

Trilogy Financial Group

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Trilogy Financial Group
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03 5021 1235 or 08 8272 8449
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Active or Passive? Looking Beyond Headline Returns

by Trilogy Financial Group

There are many different theories, philosophies and approaches to share investment. One of the most basic decisions is whether to take an active or a passive approach.

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A Will Isn’t Always The Way

by Trilogy Financial Group

Estate planning concerns the effective transfer of wealth from one generation to the next. An effective plan will ensure that assets pass to the intended beneficiaries in a way that will meet the desires of the deceased, the needs of the beneficiaries, and minimise any tax burden.

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Winners and Losers with Higher Interest Rates

by Trilogy Financial Group

Reading the newspapers, it seems that everyone hates higher interest rates. There’s good reason for that. Higher interest rates are supposed to reduce our spending power. But it’s a bit like medicine – a bitter taste now to make us feel better in the future.

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Gear up your super

by Trilogy Financial Group

Self managed super funds are about to enter a revolution. New rules have legitimised a form of borrowing in superannuation – something generally not allowed in super funds.

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