investments Archive
Strategic Financial Advice
A vital ingredient to successful investing over the longer term is knowing yourself – and specifically knowing the mental traps you may fall into when making investment decisions.
Strategic Financial Advice
Investing in shares is a popular way of helping people to achieve their long-term financial goals. These investments can generate favourable returns over time as companies grow and improve their profitability.
Strategic Financial Advice
Most of us have heard of the main asset classes: shares, property, fixed interest and cash, but alternative assets are less well known. However, these types of assets can provide further diversification and enhanced returns for your super
SMSF
We often get questions from clients about what they can and cannot do in their SMSF. Often the questions relate to related party transactions – that is, interactions between the SMSF, its assets, and its members (or relatives of members). We’ve set out some of the common questions and answers.
Strategic Financial Advice
The threat of a full-blown trade war has escalated in the last few weeks with the G7 meeting ending in disarray over US tariffs on imports of steel and aluminium from its allies and more importantly President Trump threatening tariffs on (so far at least) $US450bn of imports from China, and China threatening to retaliate.
Strategic Financial Advice
Self-Managed Super Fund (SMSF) trustees often ask themselves, “What is the right mix of investments for my SMSF?” It’s a very common question, and one that will need to consider individual preference and the time until retirement.
Strategic Financial Advice
The rise of sustainable and impact investing. There is no doubt that interest in responsible investments is growing. Not only in Australia but globally, investors are increasingly interested in how a company makes its money not simply how much it makes.
Strategic Financial Advice
The recent share pullback has seen much coverage and generated much concern. This is understandable given the rapid falls in share markets seen on some days.
Strategic Financial Advice
Investors spent 2017 monitoring activity in the US, political rhetoric and disruption, economic turmoil in the UK, North Korean activity and the impact of a range of natural disasters. So what should they consider in 2018?
Strategic Financial Advice
Despite recent sharp falls in the Dow, it remains unlikely that the US is heading for a recession. This article examines the impact of the market correction in the US and the implications for Australia.
Strategic Financial Advice
A number of changes came into effect on 1 July 2017 that limit the amount of money those saving for retirement can put into super. This includes new limits on concessional (or before tax) and non-concessional (or after tax) contributions.
Strategic Financial Advice
More than half of Australians with investment properties or shares are proactively preparing for retirement, according to MLC’s Australia today report[1].
