Strategic Financial Advice · What alternative assets bring to your super investment mix Most of us have heard of the main asset classes: shares, property, fixed interest and cash, but alternative assets are…
SMSF · Your SMSF: when expenses and investments are not at arm’s-length We often get questions from clients about what they can and cannot do in their SMSF. Often the questions relate…
Strategic Financial Advice · Trade war risks are escalating – but a negotiated solution remains most likely The threat of a full-blown trade war has escalated in the last few weeks with the G7 meeting ending in…
Strategic Financial Advice · SMSFs and your retirement horizon Self-Managed Super Fund (SMSF) trustees often ask themselves, “What is the right mix of investments for my SMSF?” It’s a…
Strategic Financial Advice · Making money and doing good The rise of sustainable and impact investing. There is no doubt that interest in responsible investments is growing. Not only…
Strategic Financial Advice · The pullback in shares – seven reasons not to be too concerned The recent share pullback has seen much coverage and generated much concern. This is understandable given the rapid falls in…
Strategic Financial Advice · Top 5 investment themes for 2018 Investors spent 2017 monitoring activity in the US, political rhetoric and disruption, economic turmoil in the UK, North Korean activity…
Strategic Financial Advice · Correction time for shares? Despite recent sharp falls in the Dow, it remains unlikely that the US is heading for a recession. This article…
Strategic Financial Advice · Investment bonds – an alternative to super A number of changes came into effect on 1 July 2017 that limit the amount of money those saving for…
Strategic Financial Advice · Investing for retirement pays off More than half of Australians with investment properties or shares are proactively preparing for retirement, according to MLC’s Australia today…
Strategic Financial Advice · Six investments & ideas to beat the banks! The Reserve Bank is joining the global race to record low interest rates, current cash rate is 1.50%. However rates…
Strategic Financial Advice · Five ways to create a reliable income in retirement With interest rates at record lows and little chance of a change in sight, creating a reliable income in retirement…