Estate planning can be a confronting and even upsetting activity, so it’s no wonder it’s something many people avoid. However, an up-to-date will and succession plan is crucial for looking... read more →
In this article, we look at the liquidity risk associated with holding fixed property in SMSFs, as well as some of the factors to consider when investing in these types... read more →
The foundations of risk and return - Risk is integral to investing. This can be a frightening thought, but risk shouldn’t necessarily be feared, as without it there is less... read more →
The third quarter of 2014 saw markets continue to recover from their early weakness at the beginning of the year, despite a flat start in July. North American and Asia... read more →
If you’ve been keeping up with news lately you’d hardly be surprised to notice that Australia is facing a preventable health crisis with two in three of us currently... read more →
With the holiday season fast approaching, it’s tempting to throw out the year’s careful planning and budgeting to splurge in the name of Christmas. But getting into the Christmas spirit... read more →
You have heard us talk about investment asset allocation or diversification, but we thought it might be a good idea to expand on that explanation to show you how it... read more →
Many young people in the X and Y Generations are earning excellent incomes but have little savings, excessive debt and consider the future too distant to be of concern. This... read more →
Many of us often look at what we pay for our insurance cover over a year and wonder if there are ways we can cut the cost of insurance without... read more →
Generations of Australians have been brought up with the concept that they should own their home. In fact, “dead money” is an expression often used to describe renting. However, in... read more →