Easing the journey into aged care
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Whether you’re considering options for yourself, or deciding how best to help someone close to you, a transition into aged care is an emotional and life changing process.
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News 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.
Raising financially savvy kids
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If you want your children to grow up making sensible financial decisions, it pays to start early. Guiding your children through the basics of saving, budgeting and spending from a young age will help them to develop good habits for life.
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Are you prepared for the new superannuation changes?
/In November 2016, the Federal Government passed into law superannuation reforms that were first announced in the May 2016 Federal Budget. Importantly, these changes include reductions in the amount that can be contributed to superannuation
Read More2017 market outlook
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Last year, 2016, will be remembered for its political upsets – Brexit, the rise of populism in Europe, and the election of Donald Trump – but also the year that we stopped talking about deflation, yields on government bonds rose and investor spirits were reignited. Because of this, there is a new equation for investors; one where better growth plus a bit more inflation adds up to a change in approach to fixed income and the share market.
Read MoreThe case for industrial shares
/The first question most people ask about investing in industrial shares is: why limit yourself to industrial shares in a country like Australia, one of the world’s great resource producers?
Read MoreWhat is global listed infrastructure?
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Amidst the current climate of bond yields at historic lows and unpredictable share markets, there is a growing interest in the return profile and investment characteristics of infrastructure assets.
Read MoreTrust your strategic plan but keep some powder dry
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Oliver Cromwell, in the opening battle of the English civil war in 1642, is reported to have told his Roundhead troops, “Put your trust in God, my boys, but keep your powder dry.” Or in today’s common application, “Keep calm and take precautions so you can ‘let rip’ when the opportunity presents itself.”
Read MoreLearning the (investment) lessons from history
/“History, is just one damned thing after another” said one sceptic. For investors, it’s something else altogether. Studying history is a great way to learn to be a successful investor – and so improve your lifestyle.
Read MoreBalancing portfolios in an unbalanced world
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Investors are constantly challenged to navigate through uncertainty. In the near-to medium term, asset markets are keenly focused on the path of monetary policy and the potential headwinds that a reversal of unprecedented monetary easing could bring.
Read MoreHow to avoid behavioural investment traps
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Many people don’t realise the greatest impact on their investment returns could in fact be their own behaviour. Here are four behavioural traps you should be aware of.
Read MoreChanges to the age pension rules – are you ready?
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Last year the Government legislated an increase to the assets test thresholds and the assets test taper rate from 1 January 2017. If you are retired or approaching retirement, these changes could have an impact on your retirement plans.
Read MoreWhy having a proper estate plan is so important
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Your Will is a legal document that sets out directions for the administration and disposal of your assets after death. While most people are familiar with the concept of a Will, many are surprised to learn that a Will cannot automatically control the distribution of their interests in companies, trusts and other structures.
Read MoreFive big questions for AREIT investors
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Investing in Australian real estate investment trusts (AREITs) is supposed to be boring. The aim is to receive stable distributions that turn up like clockwork, with low share price volatility to match the predictable returns.
Read MoreTiming retirement
/When – and how – should you retire?
Read MoreBeyond Brexit
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Brexit triggered volatility in markets, including a sharp depreciation of the British pound and dramatic falls in the share prices of British and European banks. However, we believe the probability of a major global systemic risk event due to Brexit is low in the short term.
Read MoreProperty and diversified portfolio
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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 MoreMaking sense of the fixed income landscape
/Fixed 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.
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