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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.
Diversification is the standard tactic employed to reduce the total risk of your investment portfolio. By spreading your investment risk across different asset classes, geographic markets, time periods, fund managers and shares, losses should be isolated to independent asset classes and ideally, can be offset by gains on other assets.
Read MoreFixed income in a portfolio can provide liquidity, regular income and diversify away from risk in shares. Essentially, fixed income assets should provide some certainty and predictability, which can be the defensive anchor of a portfolio.
Read MoreHaving a baby is a wonderful experience, but are you financially ready for it?
Read MoreIf you are an avid follower of all things political, in November 2015 you would have heard that the Government provided its response to recommendations raised in the Financial System Inquiry. Of particular note for SMSF trustees was the Government’s decision not to proceed with the recommendation to remove the ability of super funds to borrow.
Read MoreAfter a prolonged period of market volatility, the news from emerging markets has taken on a more positive tone since the start of 2016.
Read MoreYou may have a well-constructed estate plan delivering the outcomes that you want regarding your wealth after death. When established, your estate plan may pass the fundamental test which is: “will this plan ensure that the right amount will be paid to the right person at the right time?”
Read MoreFor some employees, the New Year marks the end of their company’s 2015 employee performance period and possibly a bonus payment. If you are fortunate enough to have an employer bonus payment to look forward to, you may have some tax savings options up your sleeve.
Read MoreCongratulations to Quynh, Wynyard Park’s first KOTO trainee! Last November, Quynh graduated from the brilliant KOTO training program and is now a fully qualified hospitality professional.
Read MoreIt can be difficult to plan, either financially or emotionally, for the move into an aged care facility. Whether the move into care is for yourself or a family member, there are a lot of questions and decisions which need to be addressed.
Read MoreEach year, large numbers of Australians die without a Will. As our lives become more complex, it is an oversight that can be as costly as it is heartbreaking.
Read MoreFrom 1 January 2017 Government changes to the age pension are likely to reduce pensioner entitlements. It’s important that you understand how the changes could affect you.
Read MoreMany of you will have seen the term franking credit appear on your share dividend statements, but what does a franking credit actually mean and how you can benefit?
Read MoreOne of the longest-term decisions many investors will make is whether to setup a self-managed super (SMSF) fund with individual trustees or a corporate trustee.
Read MoreWe’ve all had those ‘what if’ moments, where thinking big gives us a rush of adrenaline. But seriously, before you rush off on that long dreamed of holiday, what should you do if you were lucky enough to land a windfall? Here are four practical options to consider:
Read MoreCompleting a thorough estate planning review is crucial for your peace of mind as well as the comfort and wellbeing of loved ones. It is also much more than just making a Will. Depending on your current financial and family situation, you might also need to review your superannuation nominations, discretionary trust deeds, any company documentation and powers of attorney.
Read MoreHeart disease and stroke continue to be the two most common causes of death1 in Australia for people over the age of 45 and accounted for over 30,000 Australian fatalities in 2012. Incredibly, thousands of Australians are underinsured or have no insurance in place to cover the expenses should they suffer a debilitating illness.
Read MoreSpecialists Financial Advisers to high net worth families, company directors and city professionals
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