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The last few weeks have seen share markets around the world bouncing up and down like a child on a trampoline. In this newsletter, we look at some of the reasons for the volatility in the markets and how you should respond. Should you sell the shares you currently hold? Should you maintain your current position and wait until the markets settle? Are there some good buying opportunities for you?

In a related article, we look at some of the different ways of purchasing shares – directly, through managed funds or through Separately Managed Accounts. We outline the characteristics of each of the methods to help you decide which is best for you.

The Australian Taxation Office (ATO) has issued a Taxpayer Alert about promoters of overseas self study courses. We identify the problems for you and help you to recognise promotions that are not acceptable to the ATO.

There are legitimate claims that you can make for overseas travel and we summarise the ATO view of what is acceptable and how to ensure that your claim is successful.

Finally, as always, we review upcoming important dates.

If you have questions about any of the articles in this newsletter, please speak to your Bongiorno adviser.

With the warm weather approaching now is the time when many people start to think about selling their properties. In our next e-news we will provide some in-depth analysis of the property market.


The Bongiorno team

Financial Markets

The recent volatility of the world’s share markets has created both threats and opportunities for investors. How does this affect your finances and how should you respond? Read More »

Separately Managed Accounts

Investing in the share market in volatile conditions can be done in three different ways. We examine each method and discuss the ideal conditions for each. Read More »

Taxpayer Alert – Overseas Self Study Courses

Does the prospect of going on an overseas holiday and doing a self-study training program while you’re there – and claiming a tax deduction for the lot – sound too good to be true? The Australian Tax Office says that it is. Read More »

Overseas Work Travel

Going overseas to attend a conference and then going on a holiday afterwards seems like a good idea, but is it?  Find out more about tax-deductible travel costs. Read More »

Upcoming Dates

We are pleased to be able to provide you with some upcoming dates...Read More »