Misconceptions about super and taxes
Many people have a good idea of what super is and how much of their money goes into it. But there are some gaps when it comes to the basics,…
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Keeping your physical and mental wellbeing in retirement
Preparing yourself for retirement Retirement can cause a range of emotions so it’s important to prepare yourself emotionally as well as financially. Here’s some tips to improve health and wellbeing…
Investing for property profit
When property prices are rising, renovating for a quick return is a popular investment strategy. But when markets are sluggish, improving a property before ‘flipping’ it, can also generate profits…
How to get your will sorted
Making a will is an important way to help ensure that your wishes are respected and your loved ones are taken care of if you pass away. A will is…
Create wealth and gain financial control with a cashflow mastery system
Managing your finances effectively can often feel overwhelming, so here’s a system that can help you take control and make your money work for you. It’s designed to simplify cashflow…
How do hedge funds work in a volatile market?
While an exposure to hedge funds can provide a lift to a portfolio’s performance, they also offer the potential to generate high returns… at a risk. What’s a hedge fund…
What is a distribution?
A managed fund generates income from its investments – for example, through share dividends, interest on cash or fixed interest investments in the fund, or any gains made when fund…
Pros and cons of self managed super funds
While self managed super funds are not for everyone, they do offer significant benefits. Running an SMSF successfully requires investment, legal, super and admin skills – or the ability to…
Nine bad habits of ineffective investors – common mistakes investors make
Introduction In the confusing and often seemingly illogical world of investing, investors often make various mistakes that keep them from reaching their financial goals. This note takes a look at…
Ever thought of investing in essential services?
Investing in infrastructure is about investing in the companies that provide essential services to society and earning predictable, reliable returns in the process. More than 350 infrastructure and utility companies…
Economic update November 2024
Investors maintained a healthy risk appetite for much of October, which enabled major share markets to make further progress. Movements in the US set the tone, with the S&P 500…
As value outperforms again is your portfolio ready
As value returns to market favour it’s time to check in on your portfolio – but not all value exposure is created equal. A notable comeback in value stocks over…