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2020 is proving to be the most challenging time for investment markets in a generation. The common advice from traditional financial advisers is to do nothing and ride it out. But this may not be the optimum approach for every investor, particularly..
During market downturns, investors are typically advised to stick with their existing asset allocation that is based on a risk profile, rather than crystalise their losses. The advice is offered in the hope that the downturn will be short lived and..
Here is a summary list of the tax and super changes that come into effect on 1 July.
Today, approximately 500 super funds are operating in Australia, with assets approaching $3 trillion. Superannuation is either the largest single asset held by Australians or the second most valuable asset behind the family home. Making the most of..
The federal government’s COVID-19 support measures contain a range of specific requirements for self-managed super funds (SMSF). This article outlines the relevant measures and how to manage them.
"Only when the tide goes out, do you discover who’s swimming naked”.Warren Buffett
If you were investing during the GFC (2008-2009), you would remember your superannuation balance significantly decreasing and taking many years to get back to its..
If you’re thinking about using a financial adviser, you will want to know how the process works, the costs involved and if you’re getting value for money. In Australia, financial advisers typically use one of two fee structures to charge for..
The Rugby World Cup is in full swing, and as we watch nations compete for victory on the field we are sure to witness all the highs and lows that come with team sport. To be competitive having a strategy is a must, as too is commitment,..