Value or growth?

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One of the great investment debates centres on whether you should be a value or a growth investor. We believe there’s more than enough evidence to support the view that... Read more continue reading

Shedding light on the ATO’s new compliance approach

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Setting up a self-managed super fund (SMSF) can be quite daunting, especially since the responsibility for ensuring compliance with superannuation laws rests with the trustees of the Fund. As the... Read more continue reading

Is art appropriate for your self-managed superannuation fund?

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Art can be an attractive alternative investment, with many people buying it because of their passion and its scarcity. But, is it appropriate for your self-managed superannuation fund? Ordinarily we... Read more continue reading

Smart Defaults: why trustees dumping MySuper members in one investment bucket is no longer good enough in this digital age

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What would happen if you as a professional financial adviser placed all your clients in the same investment, regardless of amount involved or remaining human capital, for up to the... Read more continue reading

Proper planning is always key to a succession and estate plan

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Good estate planning is not only about the Will but in the detailed planning that goes into the other aspects of the estate to achieve the best outcome for your... Read more continue reading

Why the industry’s “comfortable retirement” measures are wrong

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The superannuation industry has placed an extraordinary emphasis on helping members achieve a “comfortable” retirement given it has so little information about what it actually means. What we do know... Read more continue reading

Local investment properties vs going global

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Your house and the Australian share market Some domestic investors seek diversification by coupling Australian shares with domestic investment property (usually residential). However, we would argue that – at the... Read more continue reading

Brokers provided with enhanced loan protection offering for home buyers

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ALI Group, the leading provider of loan protection insurance to the broking industry that covers Australian home owners from financial hardship, has announced enhancements to its core product offered by... Read more continue reading

Opportunity lies in quality companies for domestic equities, says DNR Capital

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The Australian equity market continues to look relatively cheap, despite having produced positive returns for seven out of the past eight years, according to leading equity fund manager DNR Capital.... Read more continue reading

The end of the affair?

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Synchron has revealed progress on a term level life insurance offer being developed by AIA Australia (AIAA) which Synchron Director, Don Trapnell said will help end the industry’s love affair... Read more continue reading