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This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, investors should, before acting on the information provided, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs.
Self-managed super funds (SMSFs) are the largest and fastest growing super sector in Australia and for many good reasons. But before you start an SMSF, it’s important to weigh up both the advantages and disadvantages and consider seeking advice to determine whether an SMSF is right for you.
Read MoreAt different stages of life you may want to adjust your personal insurance needs to protect your lifestyle and your financial security.
Read MoreLife in your 50s is great. You don’t have a huge mortgage, the kids have grown up and are not as dependent on you, your career has progressed… So what is next financially?
Read MoreJune 30 is fast approaching but there’s still time to consider strategies to help you build your wealth and reduce the amount of tax you pay.
Read MoreThe benefits of a combined long/short fund: increasing the opportunity for alpha
Read MoreAged care in Australia has recently gone through some key reforms. We look at what the main changes are and why it’s more important than ever to plan ahead for care of loved ones.
Read MoreWhile you may have purchased shares on the ASX, have you considered purchasing an exchange traded fund (ETF)? ETFs are managed funds that can be bought and sold in the same way as listed shares. They blend the benefits of both managed funds and shares.
Read MoreEvery day, we are bombarded with news about incredible breakthroughs in the technology sphere. What was once a long way into the future, maybe in a different world, is coming closer and at a faster pace.
Read MoreWhile the US ceased quantitative easing (QE) in October 2014, Europe commenced QE and in Japan it continues. China is seeking to stabilise growth, as seen in the recent cut in interest rates, while on 3 February 2015, Australian cash rates were lowered from 2.5 per cent to a record low of 2.25 per cent.
Read MoreThe third quarter of 2014 saw markets continue to recover from their early weakness at the beginning of the year, despite a flat start in July.
Read MoreWe join not-for-profit social enterprise KOTO to help equip the street kids of Vietnam for a brighter future.
Read MoreIs your retirement just around the corner? Then it’s time to make your super work harder by avoiding these common super traps.
Read MoreRisk is integral to investing. Quite simply, the higher the return you want from your investments over a particular period, the more short-term volatility (or risk) you have to accept in the value of your investments.
Patience and education are key to building a strong investment portfolio for retirement. In this article we explore the options for building a portfolio which grows with you and adapts as your goals change.
Read MoreThe current investment environment is extraordinary. Many world share indices ended June at or near all-time record highs.
Read MorePrivate health insurance – it can be a minefield to navigate and a big decision for many people. Find out how to make the most of this important investment into health and wellbeing.
Read MoreBroken work patterns to raise children, lower average earnings, and a longer life expectancy mean most women face more financial hurdles in their retirement than men. Taking action when women are young can help prevent significant disadvantage later on.
Read MoreThe Australian dollar has been accused of inflicting all sorts of economic ills as it traded above US$1 for most of the past three years.
Read MoreSpecialists Financial Advisers to high net worth families, company directors and city professionals
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