MAY

14

SMSFs change tack on their investments

SMSFs faced the winds of uncertainty in global markets as well as concerns over geopolitical and economic issues. As a result, they changed their investment tack in the second half of 2018.

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MAY

13

Federal Budget 2019/2020

This year, the theme is “A stronger economy and a secure future.” Certainly the features of this year’s Budget are similar to last year. Tax cuts and infrastructure spending are the centre-piece elements.

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APR

16

Woolworths Group (WOW) Off-Market Buy-Back: Tender opens 16 April 2019

On Monday, 1 April, Woolworths Group (WOW) announced plans to conduct an off-market buy back, to return up to $1.7 billion to shareholders.

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APR

08

Individual Equity ETOs Expire Tuesday 23rd April 2019.

Please note: Individual Equity ETO** Expiry has been adjusted to Tuesday 23rd April 2019 due to the Public Holiday.

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MAR

31

Changes to the account application process are effective.
What you need to know.

We now use CommBank's client identification checks and as a result, no longer accept FSC/IFSA forms for client identification. We now ask for two forms of commonly used identification from you and your clients.

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MAR

25

Caltex Australia Limited (CTX) Off-Market Buy-Back: Tender opened 18 March 2019

On Tuesday, 26 February, Caltex Australia Limited (CTX) announced plans to buy back around $260 million worth of its Shares through an off-market tender.

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FEB

20

Notice of update to Share Trading, Investment Loan and CALIA+ Terms and Conditions, and ETO PDS

Effective Friday, 1 March 2019, the Share Trading, Investment Loan and CALIA+ Terms and Conditions, and Exchange Traded Options Product Disclosure Statement will be updated.

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DEC

31

Important notice of changes to Accelerator Cash Account (ACA) Terms and Conditions

In order to support changes to withdrawal limits which apply to the ACA we will be updating our Terms and Conditions.

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DEC

28

End of Year Wrap

Prospects for the Australian economy remain good. The Reserve Bank recently said that GDP growth would be around 3½ per cent on average in 2018 and 2019. And we wouldn’t greatly disagree with the forecasts.

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DEC

20

Changes to Off Market Transfer forms

We are pleased to announce that from Monday, 17 December 2018, all off market transfer forms may now be submitted via email, rather than post, as we no longer require a wet signature.

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DEC

03

Introducing additional SMS client notifications

We are pleased to announce that as of 1 December 2018, we are now sending additional client notifications to all account holders.

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