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Winter 2019 edition

Some commentators predict that we could be living in a cashless society in less than a decade! We ask what the potential demise of cash means for us personally and for society as a whole. We explore the current trends in consumer payment behaviour and some of the ramifications of being cash-free.

People are sometimes unsure as to why different types of investments cost more to manage than others. In our article, we outline some of the possible reasons that render some investments more expensive than others.

Family trusts can help you protect your assets, manage your family's tax more efficiently and enable you to provide an income stream to a vulnerable family member. We look at what a family trust is, who can be beneficiaries and the advantages.

If you have any questions or would like to discuss any topics covered in this newsletter, please call us on 08 9380 3555.
Kind regards,

Daniel Morcombe BSc Adv DFP
Director & Senior Financial Planner 
Is cash set to become a thing of the past?

The past few years have seen a revolution in the way we choose to pay. It seems that more of us are forgoing cash in favour of electronic and contactless payment methods. Read why

The cost of managing investments

What factors make certain investments more expensive? And why do some investments cost more than others? We look at the main reasons, plus 3 factors to consider before investing. Read more

Is a family trust a good solution for you?

To decide whether a family trust could be good for your family it’s important to understand how they work, including the advantages and disadvantages. Start now

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Omnis Financial Planning Pty Ltd
1 Alvan Street, Subiaco WA 6008
p. 08 9380 3555   f. 08 9380 9515
ABN 64 141 607 098

The greatest compliment we receive from our clients is the referral of their friends, family and business colleagues. Thank you for your support and trust.

Disclaimer This newsletter is for information purpose only and does not constitute advice and does not take into account any of your objectives, financial situation or needs. Before you make a decision about whether to acquire a financial product, you should obtain and read the product disclosure statement. NEO Financial Solutions: AFSL 385845 ABN 64 141 607 098. Omnis Financial Planning Pty Ltd ATF OFP Unit Trust ABN 79331585748 is a Corporate Authorised Representative (ARN 1006949) of NEO Financial Solutions Pty Ltd AFSL 385845 ABN 64 141 607 098

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