Blog

This week at our Business Leaders meeting, I talked about two things that relate to residential property. Residential property was on my mind because I had just read through the latest RP Data quarterly report, and it raised a couple of issues in my mind.     The... Read More

This week, at our Business Leaders forum, I talked about the importance of correctly preparing and lodging Centrelink pension applications. Most people that we help with Centrelink Pension applications have never applied for welfare before, and so not surprisingly find the process, even... Read More

This week at our Business Leaders Springwood meeting, I will be talking about self managed super funds. Around a million Australians are using self managed super funds (SMSFs) as their wealth creation vehicle of choice for the building of their retirement assets. For many investors with... Read More

Up until the 1950s most share investors were long term investors who bought stocks for their dividend income. This changed in the 1960s as bond yields rose on the back of inflation and investors started to shift focus to capital growth. However, thanks to the volatility seen over the last decade... Read More

The last few weeks have seen a range of factors causing volatility in investment markets including concerns that the Fed might start to raise interest rates earlier than expected, worries about the lack of strength in Europe, Russian trade sanctions and the conflicts in Ukraine, Iraq and the... Read More

The past financial year saw another 12 months of strong returns. Returns of around 20% from shares, solid returns from property assets and good returns from bonds saw balanced growth superannuation funds return around 13% on average. This was the second year in a row of double digit gains. By... Read More

We are having yet another year where investors started off optimistic about the global economic outlook with talk of synchronised growth only to find that the global growth story remains patchy. In fact, so much so that it’s possible to paint wildly different pictures as to the outlook... Read More