Using diversification to combat risk
/One of the most important principles of investing is to ensure that you have a diversified portfolio.
Read MoreNews From Wynyard Park Private Wealth
General Advice Disclaimer
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.
Protecting your super – further changes to insurance in super now law
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Did you know that superannuation fund members under the age of 25 and members with balances below $6,000 risk losing their insurance cover unless they actively opt in to retain their cover?
Read MoreWhy decisions made during your ‘transition to retirement’ are life changing
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The decisions you make when you are transitioning into retirement can be the most telling for financial security throughout your golden years. Why? Your accumulated savings pool is likely to be highest in the years nearing retirement – and just after you retire. Investment decisions made at this time can greatly impact your income down the track.
Read MoreEconomic outlook
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The trade war between the United States (US) and China continued during the September 2019 quarter as the US imposed new tariffs on goods imported from China.
Read MoreSorry, but your biggest investing problem may be you
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Every day we make numerous judgements and decisions. As the human brain has evolved it’s developed little short-cuts, or ‘heuristics’. These mental pathways circumvent multi-stage decisions and allow us to make judgements quickly and efficiently. While heuristics are helpful and allow us to function without stopping to think about our next action, they can – and do – lead to cognitive biases. These biases sometimes trip us up leading to bad judgements and poor decisions.
Read MoreAre you an investor or a speculator?
/“Just like investment cycles, where markets move and investment options go up and down, it’s important to know about the cycle of our emotions”
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Will you be comfortable with comfortable
/It could be fair to say that many Australians aspire to at least a “comfortable” retirement.
Read MoreThe private equity opportunity: public companies are only the tip of the iceberg
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Private equity typically involves taking an ownership interest in a private business or asset. It includes a broad range of longer-term and company specific exposures which, because they are not listed on a public market, tend to exhibit somewhat lower correlation to traditional stock and bond markets. Private equity managers seek to generate superior returns through taking an active role in monitoring and advising companies through restructuring, refocusing and revitalising tactics in order to sell the investment at a profit.
Read MoreEconomic outlook
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Overall, we are likely to see a slowdown in growth for both the Australian and global economies over the next year. The recent Federal election will have a major influence on the economy as will government spending in the future.
Read MoreTax tips and tax return hints
/You may be entitled to the following tax offsets (rebates) and deductions for the year ended 30 June 2019.
Read MoreFour tips for boosting your super balance
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If you could add $61,000 to your super fund in 10 years, would you do it?
Read MoreUnhealthy Attachments
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Have you ever made yourself suffer through a bad movie because, having paid for the cinema ticket, you felt you had to get your money’s worth? Some people treat investment the same way.
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Life insurance implication for primary carers: What you can do to ensure that, when the work stops, the benefits do not
/The birth or adoption of a child can be a wonderfully life-changing time in someone’s life. With parental responsibility comes a potential change in finances for the growing household. As such, it makes sense to understand what’s happening and what information new parents should know when it comes to their finances.
Read MoreWhat crowdfunding means for the wealth industry
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Many family owned businesses across Australia are not pre-IPO candidates nor are they willing to hand over management to venture capital or private equity firms.
More benchmarks in the world than stocks – how it can affect you
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The number of indices benchmarking portfolio performance in the world now far exceeds the actual number of stocks in the world. This is patently absurd.
Read MoreTop 5 Risk Management Tips
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Morphic Asset Management’s Head of Macro and Risk Geoff Wood outlines five tips we apply to manage risk.
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