-
Understanding Hybrid Securities
- PUBLISHED: 30 October 2015
- - News
- - What is Financial Planning?
We have attached a copy of the ASX’s 2014 publication entitled Understanding Hybrid Securities. This document provides a detailed summary of the various types of Hybrid Securities including Preference Shares. It is written in plain English (within reason) and I would recommend that you take the time to read through it. Read All
-
Dollar Cost Averaging
- PUBLISHED: 24 August 2015
- - Article
- - Self Managed Superannuation, Transition to Retirement
Dollar Cost Averaging is a commonly used investment strategy which introduces an investor to the market over a period of time with regular purchases of fixed dollar amounts. This technique is used as an alternative to investing all of your capital as a lump sum. Read All
-
Here is a sobering thought
- PUBLISHED: 11 August 2015
- - News
- - What is Financial Planning?
You spend the years between the ages of 22 and 65 working. Using that time, you build all the wealth that you will need in order to; Read All
-
Why Income Protection is so important regardless of your age
- PUBLISHED: 10 June 2015
- - News
- - Investment & Financial Advice
“I don’t need income insurance, I’m fit and healthy, and I will consider it when I’m older”. Read All
-
The search for investment yield
- PUBLISHED: 10 June 2015
- - News
- - Investment & Financial Advice
As investment advisers, yield plays a strong role in achieving client desired financial outcomes. Read All
-
Market Update March 2015
- PUBLISHED: 31 March 2015
- - News
- - Self Managed Superannuation
We thought an update on where we see investment markets are at would be prudent given the recent movements on both local and overseas stock markets. Read All
-
Financial Planner Education Requirements Lifting - Better Late than Never
- PUBLISHED: 10 November 2014
- - News
- - What is Financial Planning?, Self Managed Superannuation
It is with great pleasure to read that the financial planning industry that I work within, is enforcing changes to improve the education standards of its financial planners. It may well be reactive to recent scrutiny on the industry at large and on particular institutions, but better these changes happen late, than not at all. Read All
-
Changes to Term Deposit Arrangements in Australia
- PUBLISHED: 10 November 2014
- - News
- - Self Managed Superannuation, Investment & Financial Advice
There has been a significant change in the way that Term deposit arrangements operate in Australia across the entire banking system. And what is more concerning it that it appears to have gone largely unnoticed by the general public despite written correspondence from the Institutions. Read All
-
When a wake-up call makes you re-evaluate things
- PUBLISHED: 20 September 2014
- - News
- - Self Managed Superannuation
Every now and again something happens in your life that makes you re-assess. Recently this happened to me, but on two separate occasions and within a couple of weeks of each other. Read All
-
Topical SMSF News
- PUBLISHED: 20 November 2012
- - News
- - Self Managed Superannuation
Monica Rule (The Australian 27/10/2012) has written an interesting article on the pitfalls of overseas travel and work on SMSF funds. Read All