Investing by regular
installments can reduce the risk of bad market timing. Buying in ups and downs may acheive lower average purchase price.



When cashing in investments that have made a profit, beware of capital gains tax. Tax planning may help reduce your tax liabilities.

News and Market Updates

In order to keep our clients up to date, we have included this "News and Updates" section. Here, you'll be able to ensure you have the most up to date information available on the markets, legislation, products, as well any financial planning news that could affect you individually. We will also keep you in touch with what we are doing at Vertex Group to help improve our services to you.

Legislative and Strategy Updates

Smart Super Strategies for 2009

Government Household Stimulus Package


Client Updates

2010 Updates
January Welcome to 2010
March Email March 2010
Investment Review Outlook Vertex March 2010
April Email April 2010
Investment Review Outlook Vertex April 2010
May Email May 2010
Investment Review Outlook Vertex May 2010


2009 Archive
February Welcome to 2009
March A Historical Perspective
April Dollar Cost Averaging
ATT: Myth or Viable Strategy?
May Budget Update
  Major Financial Award
June End of Financial Year Super Contribution reminder
July Contributions Cap Reminder 2009/2010
  End of Financial Year Investment Update
September Dollar Cost Averaging follow up
October Welcome to our new website
November Investment Update for MLC Clients
General Investment Update


In The Press Newsletter Market Updates

June Market Update


Archived Updates

Disclaimer
The material shown in this presentation is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment (risk) advice.

Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Vertex Group Pty Ltd, GWM Adviser Services Pty Ltd or any member or employee of GWM Adviser Services Pty Ltd.

Before acting on any of the information contained in this presentation you should obtain special advice from a specialist investment (risk) professional, which is appropriate to your specific investment (risk) needs, objectives and financial situation.