Avoid the errors of the Frugal Investor who chases purchase price

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The performance of a property investment and the function of the entire residential property market comes down to two key functions. 1) The amount of money somebody is able to... Read more continue reading

Back to the future – are LICs the new growth story?

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The earliest Listed Investment Companies (LICs), Australian Foundation Investment Company (AFIC) and Argo, were launched in 1928 and 1946 respectively. More recently there’s been a resurgence in this investment class,... Read more continue reading

The aged care client value proposition is key to business success

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Organising a move into residential aged care is a stressful and emotional time for an older person and their family. Building an advice service model that enables clients to outsource... Read more continue reading

The case for active management in AREITs

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The common perception is that value cannot be added in the AREIT (Australian Real Estate Investment Trust) asset class, though perhaps this needs to be re-examined. In fact, the better... Read more continue reading

What happens when both members of a SMSF die at the same time?

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It’s the call that every adviser dreads – the death of a client activates the estate planning toolkit of Will, Binding Death Benefit Nomination (“BDBN”) and reversionary nomination for SMSF... Read more continue reading

Sequoia Asset Management Pty Ltd gives retail investors unique exposure to disruptive global sectors

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Sequoia Financial Group Limited (ASX:SEQ) has recently launched two exciting new structured products designed to give retail investors unique exposure to some of the most revolutionary and disruptive global sectors... Read more continue reading

Executors work hard for the money – so you better treat them right!

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Generally, where an executor of a deceased’s estate is a spouse, family member or friend, for example, they are not entitled to remuneration, particularly if they already receive a benefit... Read more continue reading

Young tiger stalks ageing dragon

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China and India are the world’s two most populous nations by huge margins, with populations more than four times that of the third largest, the United States. Combined, China and... Read more continue reading

Better outlook for 2017 results

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Based on this year’s reporting season results and guidance released to date, investors can expect better results for the 2017 financial year as more companies progress through the difficult process... Read more continue reading

APRA quarterly super stats released: SMSF sector still largest

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APRA has just released its quarterly super stats for the quarter ended 30 June 2016.  The stats are for the four quarters to the June 2016 quarter. In terms of... Read more continue reading