Personal Client Services

Market update December 2011- This Market Update looks back on 2011, a year dominated by volatile global markets creating a challenging period for investors. We also look at why the European debt crisis matters to Australia, the outlook for 2012 and what this means for our clients.

Market update September 2011 - This Market Update examines the volatile performance of the global markets in the last quarter. We also review the performance of the different sectors, and reflect on how conditions affect our clients.

Market update August 2011 - This market update examines current market fluxuations, and why Australia is well placed to weather the storm.

Market update June 2011 - This market update examines the market’s performance in the last quarter and looks at the reasons for the drop in the market. We also look at the outlook and themes for the next quarter and how interest rates will affect investments.

Market update Autumn - A market update including information on the way oil prices affect the global economy. Also in this update is news of The Trust Company’s acquisition of New Zealand Guardian Trust.

Federal Budget News - In this issue we look at the Federal Budget 2011 and how the Global Financial Crisis and the government’s pledge to get our budget back to a surplus by 2012-13 will affect the wider market. We also look at how the budget will affect employment, mental health and small businesses, which were named by the government as the focuses of this budget.

Market update April 2011 - An update on the financial market, including details of the Australian equity market, interest rates and the economic effects of the Japanese Tsunami disaster.

Update spring 2010 – investments - This update looks at the impact on the GFC on investments in and outside Australia. We also examine our current double speed economy and the financial and lifestyle options available to you as you grow older.

Trust update April 2010 - In this issue, we look at tax, and how you can ensure you’re saving  and investing in the most tax efficient way. There are many factors which can help reduce your tax bill and you may not be aware of all them. We also examine charitable trusts and how you can maximise your investments to make a difference to society.

Trust Perspective Issue 11 - In this issue John Atkin reveals the main themes for our work this year. Our article ‘To give and receive’ includes accounts from people who both receive and set up charitable grants and scholarships. They talk about how this charitable support helps them pursue their dreams. We also hear from some generous people who have set up these awards and scholarships and the events in their lives that inspired them to help others.
We look at how people can generate income during the current economy and also trends in employment and the opportunities becoming available to people over retirement age.

Trust Perspective Issue 10 - In this issue meet John Atkin, Trust’s new Managing Director and Chief Executive Officer. Discover his vision and plans for Trust in 2009.

The bumpy ride of 2008 seems to have continued for some time. We ask the question ‘Is it time to change your investment strategy?’ Another increasingly popular topic is DIY Superannuation. To find out why these schemes are so popular read the article ‘DIY Super – Is it for you? We also continue our new section ‘Still crazy after all these years’ with Valerie Lhuede’s remarkable story about Yerranderie.

Trust Perspective Spring 2008 - topics covered in this issue include an insight into the mistakes Heath Ledger, Brocky and Anna Nichole Smith made with their estate plans with Is your estate plan a Hollywood black comedy?, and Saving more than just tax – an insight into how giving money can be tax effective. Plus, Still crazy after all these years - read our new section profiling older people who do crazy things to amuse themselves.

Trust Perspective Spring 2007 - this issue includes facts about investing in property overseas, how interest rates affect your investments and how to make the most of your super.