Asset Allocation

Buy, sell or hold: How to deal with market movements

Buy, sell or hold: How to deal with market movements

When tailoring your investment mix, it’s important to focus on the big picture and think long term. That way, you’ll be able to ride out short-term fluctuations and take advantage of growth opportunities.

Is an SMSF Right For You Guide - E-Book

Is an SMSF Right For You Guide - E-Book

“SMSFs offer a number of advantages over traditional retail or industry super funds”.

An Introduction to Investing E-Book

An Introduction to Investing E-Book

With its rewards, however, investing can also be challenging and confusing. Whether you dream of a new house or an investment property, money for your children’s education or the comfort of security and freedom in retirement – understanding the principles of good investing is the foundation of achieving your financial goals. Achieving these goals shouldn’t be luck. It requires commitment, research and patience, to ensure the outcome will be anything but uncertain. And, as with most things, you should plan ahead before you start.

Investing in the ageing Population

Investing in the ageing Population

Australia’s ageing population will potentially provide tailwinds for decades to come, boosting the demand for drugs, surgeries, medical devices, private hospitals, medical centres and aged-care facilities, as well as services such as nursing, pathology and radiology.

How to fund a child's education

How to fund a child's education

Accumulating funds in a child’s name is generally not suitable as the unearned income of a minor is taxed at the top marginal tax rate.

SMSFs and your retirement horizon

SMSFs and your retirement horizon

Here we look at what to consider when deciding on the right mix of investments for your SMSF as you countdown the years to retirement.

How to stay focussed in volatile markets

How to stay focussed in volatile markets

So the market just fell. You’re reading headlines claiming billions of dollars of value have been wiped off the stock market in a matter of hours, days. You check into your account and see that your investments have also been affected. What will you do?

Property market chart pack July 2018 -CoreLogic

Property market chart pack July 2018 -CoreLogic

Sydney dwelling values have fallen by -0.9% over the second quarter of 2018 and they are -4.5% lower over the past year. Dwelling values across Sydney are now -4.8% lower than their July 2017 peak.

Tax Differences: Property vs Shares

Tax Differences: Property vs Shares

This prompted me to think about the relative pros and cons of property and share investment in terms of tax.

Asset Allocation & Market Pull Back

Asset Allocation & Market Pull Back

“The probability of loss in all Australian Equities is 28% with a frequency of negative returns (years) 3.6 ”

“In the short run, the market is a voting machine but in the long run, it is a weighting machine”