Winter 2007

In This Issue

• Recent client successes and a case study
• Horizon Wealth Management launches its website at www.horizonwealth.com.au
• Horizon Wealth Managment sponsors Maccabi Swimming
• Nobel Prize winner in Sydney
• Investment Commentary - Financial Year July 06 to June 07
• Keeping focused on the big picture

In This Issue
• To buy or not to buy – that is the question!
• Tax tips for 2006/07
• Horizon’s Investment Framework
• Tax File Number for Superannuation

Summer 2007

In This Issue
• After Tax Returns
• Window of Opportunity
• Gift for Life – Invest for your Children
• Back to school
• Estate Planning – Thoughts for your consideration

Spring 2006

In This Issue
• Saving through Superannuation – is it as good as it seems!
• Why consider Trauma Insurance
• Latest budget announcements – September 2006

Winter 2006

In This Issue
• Investment commentary
• Themes from the Budget
• Co-contribution
• Spouse Contribution
• Transition to retirement for those who are either over 55 or approaching 55
• Introducing our new mortgage and debt service