(03) 9020 2905PORTFOLIO POINT: SMSF trustees missed the equity and property boats in the September quarter. Why did you hold back? It’s no secret that the last financial year was a disappointment … Read More Cashed out
Category Archives: Articles
Ethical investments: Are they good for your wallet or just your soul, and how do you know what ethical is?
HIPPY alert! Sound the warning sirens! Whooop! Whooop! Whooop! Be careful when inviting hippies into your investment world. You might get a little more than “peace”, “free love” and a … Read More Ethical investments: Are they good for your wallet or just your soul, and how do you know what ethical is?
Tapping into super wraps
PORTFOLIO POINT: Considering a SMSF? Would you like to “try before you buy”? Consider a “wrap” test drive. There was a big hoo-ha in superannuation industry circles last week about … Read More Tapping into super wraps
What is the rudest thing somebody has said to you about money? How did you react?
“Can’t you afford to drive something better than that? What the hell is it?” (One expletive has been downgraded from that quote.) The Holden Epica is tough to recognise, because … Read More What is the rudest thing somebody has said to you about money? How did you react?
A super change to avoid death and taxes
PORTFOLIO POINT: A death-tax removed! A major tax win for super pensions was a pleasant surprise in the recent mini-budget. How often would a government tell the Tax Office to … Read More A super change to avoid death and taxes
It’s easy to suffer from information overload these days. Where can your generation get the best free advice?
The “best” advice is rarely free. And “free” advice is rarely the best. To quote Tom Hanks in Apollo 13, “Houston, we have a problem”. The best advice is tailored … Read More It’s easy to suffer from information overload these days. Where can your generation get the best free advice?
How your children keep you poor
I’m guessing that when a small child urinates in a public pool, as they do, they’re thinking: “Hey, who’s going to notice one little wee in a pool this big?” … Read More How your children keep you poor
Memory loss affects some Generations more than others. What key things do investors often forget?
You know, I know where this question wants us to go. But I’m just not sure that it’s right. The obvious answer? “They forget about the unbreakable relationship between risk … Read More Memory loss affects some Generations more than others. What key things do investors often forget?
Secret out on indexed funds
Investment Wars, episode whatever. Cue the starting rolling credits. “In the never-ending battle of good over evil, of investment performance over opportunity cost, for positive returns over capital losses, in … Read More Secret out on indexed funds
Property trusts versus direct property – what’s your preferred option for real estate investment and why?
Oh, no, no, no! That’s not the right question. Try these. Would you rather cycle across town … or take a chopper? Do you want to holiday at home … … Read More Property trusts versus direct property – what’s your preferred option for real estate investment and why?