Tag: investments
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 less well known. However, these types of assets can provide further diversification and enhanced returns for your super
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 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.
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 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.
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 very common question, and one that will need to consider individual preference and the time until retirement.
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 in Australia but globally, investors are increasingly interested in how a company makes its money not simply how much it makes.
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 share markets seen on some days.
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 and the impact of a range of natural disasters. So what should they consider in 2018?
Correction time for shares?
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.
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 retirement can put into super. This includes new limits on concessional (or before tax) and non-concessional (or after tax) contributions.
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 report[1].
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 are currently 0.5% in the US and negative interest rates in Japan! These are strange investing times, and our clients are continually seeking a better return on their investment funds.
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 can be challenging.