Thinking about shopping Malls

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The month of May was particularly brutal for a number of US and Australian retailers. In the US, GAP, L Brands, Macy’s Nordstrom and others reported weaker than expected or... Read more continue reading

Choosing cash over fixed income doesn’t make sense

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Australian investors have largely missed out on the 20-year bond rally, preferring instead to invest in cash for their liquid/defensive asset holding. However, they missed out on a major benefit... Read more continue reading

Last minute tax tips

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Although there are just a few weeks to go before the end of the financial year, there are still steps that can be taken to minimise tax liabilities, said Peter... Read more continue reading

Advisers and investors coming to grips with the new super world of uncertainty

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The 2016 Budget and whatever the outcome of July’s 2016 Federal Election inevitably points to a major redesign of super concessions aimed at lessening their attraction to higher income and... Read more continue reading

Investment strategy: Europe, China and the US

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Global markets are being troubled by a range of issues; some old, some new. To my mind, three issues are worth paying close attention to: Global growth Ongoing macroeconomic uncertainties... Read more continue reading

Living Wills and their role in Estate Planning

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There can be few situations as distressing as the need to make hard decisions about the end of life of a loved one. When life – of any reasonable quality – can... Read more continue reading

BetaShares launches bespoke Asset Allocation and ETF Model Portfolio Service for Australian financial advisers

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In response to adviser demand, leading exchange traded fund manager BetaShares has launched an Asset Allocation and ETF Model Portfolio Service for its financial adviser clients. The service comprises a... Read more continue reading

Why a diversity of income streams makes sense now

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Michael Allison, Equity Portfolio Manager at Eaton Vance, a global investment management firm, believes that diversification of income sources may help satisfy investor needs in today’s low- and negative-rate environment.... Read more continue reading

The case for global equity income investing

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The recent decision by the RBA to lower the cash rate .25 basis points has some investors re-evaluating their current income strategies. In the search for income, one of the... Read more continue reading

Key findings of the Investment Trends 2016 SMSF Accountant Report

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SMSF accountants struggle to meet 30 June Australian Financial Services License deadline Newly licensed accountants have strong appetite for education. Fund Managers and brokers have an opportunity to step up... Read more continue reading