Consider using equity in your own home to fund SMSF investing

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The average superannuation balance for Australians aged 45-54 is $151,500 for males and $90,800 for females. Australians aged 55-64 have an average balance of $322,000 for males and $180,000 for... Read more continue reading

ETP industry reaches all-time high: Smart beta and active ETPs attract lion’s share

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Investors are increasingly investing in smart beta and active exchange traded products (ETP) to improve portfolio outcomes and navigate volatility in global and domestic markets according to VanEck. Australia’s ETP... Read more continue reading

Time for all investors to become ‘climate aware’

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Investors can no longer ignore climate change, says the BlackRock Investment Institute (BII). A swelling tide of climate-related regulations and technological disruption makes it vital to incorporate climate awareness into... Read more continue reading

Housing affordability sees an improvement

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The June quarter edition of the Adelaide Bank/Real Estate Institute of Australia Housing Affordability Report shows an improvement in housing affordability nationally with the proportion of median family income required... Read more continue reading

SQM Research housing stock on the market and median asking prices

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The number of Australian residential property sale listings decreased in all capital cities during the month of August 2016. The number of national residential property listings fell as a result... Read more continue reading

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