If you are over 50, male, highly educated, financially literate and manage your own super, beware. You’re at a higher risk of being the target (and victim) of organised investment... read more →
This article explains property as an investment asset class, comparing it to share investing. It covers the characteristics of property, touches on tax issues and recommends awareness and research. The... read more →
When it comes to helping your children or grandchildren get a financial headstart in life there are so many options available however your generosity could create tax issues down the... read more →
Basically, you can do whatever you like with your money while you’re alive. But what control do you have over your assets when you die? It’s an interesting thought that... read more →
The 2015 investment landscape could resemble the plot of The Hunger Games, where investors face a changing and unexpected environment that requires multiple talents and smarts to emerge victorious. Expectations... read more →
Self-managed super funds (SMSFs) are the largest and fastest growing super sector in Australia and for many good reasons. But before you start an SMSF, it’s important to weigh up... read more →
June 30 is fast approaching but there’s still time to consider strategies to help you build your wealth and reduce the amount of tax you pay. Pay interest in advance... read more →
The end of financial year is a good time to think about your capital gains and losses for the year. Timing and planning are everything when it comes to minimising... read more →
Knowing exactly what needs to be considered before getting your asset allocation right inside (or outside!) a Self-Managed Super Fund (SMSF) is not just a smart move in terms of... 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 →