Recent court cases, where the judgements have gone against the deceased's wishes (even though the deceased had given logical and sound reasons for the decision), have highlighted a trend by... read more →
SMSF Trustees find ATO Refreshingly Helpful According to Andrew Frith of the Self-Managed Super Specialists, headquartered in Newcastle NSW, it was refreshing to hear the Commissioner of Taxation, Michael D'Ascenzo,... read more →
The fear of regret and its impact on investment decisions Investor confidence, emotions and psychology play a powerful role in driving share markets. Past experiences, pre-conceived ideas and fear of... read more →
We are told by investment advisors that budgeting, saving and financial planning are the ways to financial stability in life. But a study conducted by the University of Michigan's Dr... read more →
Lenders, such as banks and credit card companies, are using credit scores to evaluate the potential risk posted by lending money to consumers and to mitigate losses due to bad... read more →
Life is full of risks. Some are preventable, some are avoidable and some are unforeseeable. You cannot predict what might happen. However, with critical illness insurance you can minimise the... read more →
Following Ammendments commenced on 11 January 2011 The Federal Attorney-General, Robert McClelland, has issued three legislative instruments in relation to the methods used for valuing certain superannuation interests which can... read more →
Beliefs, attitudes and behaviors are developed at an early age. Much effort is spent to save our children, educating and teaching them important values, but what about the importance... read more →
SMSFs (Self-Managed Super Funds) are sometimes referred to as "Do It Yourself" (DIY) super funds. Similar to other superannuation funds, SMSFs invest contributions made by members, provide benefits to members... read more →
Although we released this article in 2010 its still worthy of a read. The full article and graphs are available by emailing Leenane Templeton. Astute investors who move cautiously and remain... read more →