Are your clients prepared for the cost of survival?

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Australians have never had a healthier standard of living in its relatively short history. Medical advances and technology has come leaps and bounds in the past 20 years, and as... Read more continue reading

Equity Trustees and Aon in $5.2 billion super alliance

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EQT Holdings Ltd (ASX: EQT), the holding company for Equity Trustees, and Aon has announced they had entered into an alliance that will create a $5.2 billion superannuation partnership  to... Read more continue reading

Don’t let fear drive down investors’ returns

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Investment risk can be defined as the probability that an investment’s actual return will differ from its expected return; however, there are other risks that can impact investors, particularly those close... Read more continue reading

No Sydney housing crash in 2018, mining towns to recover, Hobart to be best city performer

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Australia’s housing market will likely record moderate dwelling price rises in 2018, which will beat a slower rate than the price gains in 2017, led by a slowdown in Sydney,... Read more continue reading

Make sure you get your SMSF finance in place, before time runs out

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The next federal election is due to be held in late 2018 or early 2019 and if Labor wins this election it has plans to introduce legislation to stop SMSF... Read more continue reading

The case for managed futures

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During certain periods of time, managed futures can capture upward and downward trends in traditional markets; this has made this asset class a popular ‘alternative’ investment for financial advisers looking... Read more continue reading

ETF industry grows by $1 billion in one month: BetaShares September 2017 Australian ETF Review

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The Australian ETF industry recorded another strong month of growth, soaring to a record high of $32 billion in funds under management (FuM), an increase of 3.5% (or $1076 million)... Read more continue reading

Local Government Super wins Infinity Award for the sixth time

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Local Government Super (LGS) has won the SuperRatings Infinity award for the sixth time, cementing its position as the industry leader in responsible and sustainable investment. LGS Chair, Bruce Miller,... Read more continue reading

Super does not lose you money

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“I don’t want to invest into super. My friends lost money investing in super during the GFC.” This was a conversation I was having with a new client this week.... Read more continue reading

An EPOA should always be considered in the wider context of an estate plan

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An Enduring Power of Attorney (EPOA) is a document where a principal (a person or company) appoints an individual or individuals (called the attorney) to act for the principal in... Read more continue reading