Portfolio

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.

Market Volatility An Overview

Market Volatility An Overview

Why do markets move so much?

Markets are influenced by many things – industrial, economic, political and social factors can all have an impact. For example, consumer and business confidence affect spending and therefore company profits. Global trade and production naturally affect economic growth.

Having a baby

Having a baby

Have a money conversation with your partner

Tips for making an effective Will

Tips for making an effective Will

While you can leave your estate to pretty much anyone you like, you do need to be careful. Challenges against a Will often occur when people feel they haven’t been provided for fairly.

Understanding different types of retirement pensions

Understanding different types of retirement pensions

Currently, to be eligible for a full or part Age Pension, you must satisfy an income test and an assets test, as well as other requirements.

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.

Is it better to buy an investment property or home first?

Is it better to buy an investment property or home first?

Its worth knowing some more about both options to ensure you’re making a well informed decision.