Investors Voice

"Investors Voice" is our flagship publication, and is issued quarterly to all members.

 

Non-members may view a sample of 'Investors Voice'

To view the publications, please login , or if you are not a member then please consider joining the AIA.  Find out more on the Member Benefits page.

 

Investors Voice, September 2014

Switching from transition to retirement pension to a full account-based pension Liam Shorte, Richard Livingston
President's Message Bill Shirley
Content is (still) king Jeff Thomson, Nick Griffin & James Tsinidis - K2 International
Letter to the editor Peter Stewart - AIA Member
Who can you trust? Are you getting advice or a sales pitch? Brian Spies - AIA Director
A guide to tax deferred distributions Daryl Wilson - Cromwell
Investors queue for high yield corporate bonds Liz Moran - FIIG
SMSF loans to trusts Krishna Skandakumar & Daniel Butler
What would George do? Nick Radge - The Chartist
The politics behind financial markets Alan Hull
A better understanding of earnings for common stocks Lee Spano - Creatness International
The outcome of an income obsession Roger Montgomery - The Montgomery Fund
High priced management or low cost founders? Jason Sedawie - Decisive Asset Management
SMSF xtras 4 Gen X & why 4 Gen Y Shane Ellis - SMSF Law

 

Investors Voice, June 2014

Market gets a health check Elio D'Amato - Lincoln Indicators
President's Message Bill Shirley
Matching up the returns in LICs Boyd Peters - Contango
Beware of the risks for individual SMSF trustees Russell Lees - Sornem Private Wealth
Using Twitter for investing: Tweet, Twitterer, #&@! Russell Lees - Director AIA
Design thinking in the financial markets Lee Spano - Creatness International 
Caught short - why many retirees' incomes will probably run out early Stephen Duchesne - EBX
mFund to simplify how investors access unlisted managed funds Ian Irvine - ASX Limited
Cochlear versus ResMed Nathan Bell - Intelligent Investor
The emerging Chinese consumer. Some implications for investors Nick Griffin - K2 Asset Management Ltd
Understand position sizing Colin Nicholson
The sleep at night factor for your share portfolio Jeremy Gard - Sequioa Asset Management
McIntosh v McIntosh Bryce Figot - DBA Lawyers

 

Investors Voice, March 2014

50 Stock Market Tips Brian McErlean - AIA Member
President's Message Bill Shirley
Up in January; Down January Jody Elliss - Investor Centre
Sentiment Analysis, a third way Lee Spano - Creatness International
The rise of the Contributory Mortgage Scheme Kasey Lee - AMF
How to Invest for Income and Preserve Capital David Walker
What is Facebook & why should you use it? Donna Meadows - AIA
SMSF Borrowing, Is it right for you? Sequoia Superannuation
Your feelings are killing your profits Angel Clark - VectorVest
2014: What should we expect? Roger Montgomery
Special Disability Trusts Jon Kalkman - AIA Member
Size and diversity of the market makes for a robust portfolio Elizabeth Moran - FIIG
The lament of the last minute will-he Shane Ellis - SMSF Law

Investors Voice, December 2013

Hitchhikers guide to investing
Nick Radge
Presidents Message
Bill Shirley
Introduction to active investing
Alan Hull
Extravant buildings, bad news for shareholders
Jason Sedawie - Decisive Asset Management
Caltex; A fuel's errand
Gaurav Sodhi
Fear and the art of trading
Chris Tate
Me and my portfolio
Lee Spano
Book Review: Neuroinvesting
Theresa Loo
Women and money, Its time to get real
Rosemary O'Connor
Changes of trustee
Jared Lynch & Bryce Figot
Automatically reversionary penions, are they still worthwhile?
 
Are your investments ready for you to retire?
Kylie Temple
Taking a pesnion fron an SMSF
Darren Wynen

 

Investors Voice, September 2013

Think like the great investors
Colin Nicholson - BWTS
Presidents Message
Bill Shirley
Share Price Catalysts
Geoff Wilson - Wilson Asset Management
Investing in the toothbrush test
Jason Sedawie - Decisive Asset Management
The shape of the market in an election year
Jody Elliss - CEO Investor Centre
Me and my portfolio
Rosemary O'Connor - AIA Member
Looking for a catalyst for change
Julia Lee - Bell Direct
SMSFs - Do you really know how to run one?
Kylie Temple - MoneyFit Australia
Recurring volatility cycles in the stock market
Robert Vagg - AIA Member
Different assets in your SMSF at different times of life
Kate Anderson - SuperIQ
Pick the best stocks for less
Roger Montgomery - The Montgomery Fund
Why fund managers don't sell
Bob Hartley & Greg Ward - AIA Members
Covered Calls
Michael Gable - Fairmont Equities
Advanced risk management techniques for SMSF trustees
John Collignon - Sequioa
Time to look at Gold Miners
Tim Kelley - The Montgomery Fund
The end of one boom drowns out the start of another
Russell Lees - Sornem Private Wealth


Investors Voice, June 2013

The Safe Income Boom
Marcus Padley - Author and Marcus Today
Presidents Message
Bill Shirley
Longevity - The Road Ahead
David Williams - My Longevity
Me and My Portfolio
Brian McErlean - AIA Member
Where to for Small and Microcaps
Boyd Peters - Contango Microcap Limited
Investor or Trader
Alan Hull - Author
It's a New World for Commodities
Rudi Filapek-Vandyck FNArena
Investing Systems - Part 11
Lee Spano - CEO Creatness
Super is Your Future
Josh Vrsaljko - CEO ZAC Investments
Investing with Momentum
Nick Radge - The Chartist
Is Retirement Dead?
Rosemary O'Connor - AIA Member
Demystifying Aged Care
Louise Biti


Investors Voice, March 2013 

Is it a bull market? John Abernethy, Clime Asset Management
President's message Bill Shirley
Investing systems Part 1 Introduction Lee Spano, AIA Member
Three reasons not to use your SMSF to buy property Daryl Wilson, Cromwell Property
Techniques to help you find the market's best businesses Roger Montgomery, Montgomery Investment Management
What happens when SMSF trustees don't agree? David Oon, DBA Lawyers
A small SMSF - Defying the norms Graham Wright, AIA Member
Commodities due for an upside surprise Rudi Filapek-Vandyck, FNArena
Book Review: Top Stocks 2013, Martin Roth Reviewed by Mike Barrett
Where are some of the pitfalls of traveling when you're a senior? Seniors Holiday Travel
Passive investing is a waste of time Alan Hull
Microcaps:Poised to breakout in 2013? Boyd Peters, Contango MicroCap Ltd
 

 
Investors Voice, December 2012

Cyclical analysis and marketing timing
Allan Hull
Commonwealth seniors health card
 
President's Message
Bill Shirley
Good news for Australia as China avoids hard landing
Clime Asset Management
Me and my portfolio
Richard Rowe
Auto-reversionary pensions after MYEFO
Daniel Butler & Bryce Figot, DBA Lawyers
Generation useless
Marcus Padley, The Age
Book Review: Find the right property,buy at the right price, Melissa Opie
Reviewed by Theresa Loo
The three levels of sanity handling your SMSF estate
Shane Ellis, SMSF law Equityprotect
Future thoughts on investing for income
Graham Saunders, AIA Member
How do you protect your potfolio against higher inflation
Elizabeth Moran, FIIG Securities
Is your rental property prepared for storm season?
Corina Bailey
Australian bank stress test results are credit positive
William Arnold
Christmas pudding recipe
 

 
Investors Voice, September 2012

Assessing portfolio allocation strategies - What's the best way to make the most out of your money? Dr Stephen Nash, FIIG
President's Message Bill Shirley
Investing for income Alan Hull
Indications of a cyclical market low Robert Vagg
Sheltering in Bornstein's 'perfect storm' - excess contributions tax crisis averted David Oon & Bryce Figot, DBA Lawyers
The case for direct US shares Joel Palmer, Palmer Portfolios Group
The Australian dollar - Where to now? Lee Spano, AIA member
Book review, Exchange-traded funds for dummies Vimal Mehta
Exciting times for Magnetic Magnetic Resources

  

Investors Voice, June 2012

 
The rain in Spain goes mainly down the drain in May - or is it April?
John Abernethy, Clime Asset Management
President's Message Bill Shirley 
Comparing ANZHA and WBCPC Vincent Chin, Clime Asset Management
Market recovery patterns Robert Vagg
ETFS: The next wave for managed funds Tony Rumble, BetaShares
In the olden days Bob Andrew
Investors need bonds Elizabeth Moran, FIIG Securities
Specialisation & simplicity - key elements for long term success
Lee Spano, AIA Member
How $1 million can last longer than you
John Kalkman, Editor, AIA Member
Book review, SMSF DIY Guide Tony Reardon

 

Investors Voice, March 2012

Property as an alternative for cash? Mike Anderson
Finding value in volatile times Roger Montgomery
Family superannuation funds Ken Raiss
The Chermside Share Discussion Group Joanne Stuhmcke
Exchange traded funds - what can self directed investors learn from institutional investors? Tim Bradbury
President’s message Bill Shirley
AIA web book reviews  
Price/Earnings ratios as value indicators Robert Vagg
Bulletin board  
China - 2012 Outlook for Australian Investors Lee M Spano
Book review - Shopping for shares, Tracey Edwards Reviewed by Clare Mullen
Us and our portfolio Toya and Laurie


Investors Voice, November 2011

The economic outlook
Chris Caton
Indications from the Coppock Indicator Robert Vagg
What do the proposed changes to Australia's aged care system mean for you? Peter Whitehead
The best sectors for the next 12 months Elio D'Amato
Volatility: an often overlooked variable Lee Spano
Live like a king
Marcus Padley
Fixed income security in volatile times Brad Newcombe
AIA National Investors Conference
Brian Spies
AIA Member survey  
Book review: Trade my way, Alan Hull Reviewed by Malcolm Andrews
Me and my portfolio
Rob Garnsworthy


Investors Voice, August 2011

Keeping inflated promises
Doug Turek
The AIA China Study Tour
Graham Rich
What’s in store for property?
Michael Yardney
Tracking and benchmarking investment performance
Brian Spies
Quantitative Easing - is it the answer?
Scott Dixon
Results of the June 2011 members survey
 
Australian share market and economic cycles
Robert Vagg
Tax notes
Linda Farmer & Dennis Eagles
Return of convertibles
Brad Newcombe
President’s message
Alison Harrington
Bulletin board
 
Me and my portfolio : Seven principles for a Creative Edge
Lee M. Spano

 
Investors Voice, May 2011

The benefits of boring businesses
Dr John Price
Is your SMSF due for a super service?
Trish Power
ETF facts and fictions
Tom Keenan
Australian investors sentiment survey
Scott McKenzie
Evolution of LICs
Geoff Wilson
Inflation on the horizon: what it means for investors
Rob Garnsworthy
President’s message
Alison Harrington
US v. ASX market performance and fair value
Robert Vagg
Covered bonds
Brad Newcombe
Tax notes
Dennis Eagles
Bulletin Board
 
Book review: The conscious investor: profiting from the timeless value approach
Reviewed by Jolyon Forsyth
Me and my portfolio
Tony Reardon


Investors Voice, February 2011

What’s in store for 2011
John Abernethy
President’s message
Alison Harrington
Bulletin Board
 
Long-term inflation trends and the Australian Share market
Robert Vagg
Looking at alternatives the right way
Dominic McCormick
Microcaps: a recognized asset class
Boyd Peters
A new era in property investment
Michael Yardney
Measuring share portfolio investment returns
Michael van Cuylenburg
Tax notes
Dennis Eagles
Seven reasons to invest in fixed income
Brad Newcombe
The Chatswood Discussion Group
Robert Weissmann
The AIA Members’Forum
Bill Dodd
Book review: The little book of economics
Reviewed by Jo Martin
Me & my portfolio
AIA member

 
Investors Voice, November 2010

The new reality
Jonathan Pain
President’s message
Jolyon Forsyth
Bulletin board
 
Is the ASX coupled to the DOW?
Robert Vagg
Lifecyle investing
Doug Turek
Defensive (growth) strategies using gearing
Tony Rumble
Twelve investment areas to avoid
Dominic McCormick
Telstra
Gerard Paynter
Tax notes
Dennis Eagles
Capital structure
Brad Newcombe
The Managed Investments Group
Scott McKenzie
Book Review: Managing your investment property
Reviewed by Peter Schiff
Book Review: Trader’s guide to economic Indicators
Reviewed by Vimal Mehta
Me and my portfolio
Ian B

 
Investors Voice, August 2010

Real estate and the road to economic recovery
David Quirk
President’s message
Jolyon Forsyth
Australian stock market growth trends since 1974
Robert Vagg
Protecting your wealth requires forward planning
Peter Whitehead
How to buy the best stocks
Roger Montgomery
Some Issues for trustees of SMSFs to consider
Jenni Eason
Bulletin  Board
 
An outlook for the S&P/ASX 200
Daniel Goulding
Tax notes
Dennis Eagles
Bonds
Brad Newcombe
ETF trading tips
David Bassanese
Book Review: How an economy grows and why it crashes by Peter D Schiff & Andrew J Schiff
Reviewed by Robert Smith
Me & my portfolio
Bernie Ayers

 
Investors' Voice, May 2010

Sub-prime recovery: scale, speed and timing
Ashley Ormond
President's message
Jolyon Forsyth
Our new office 
Jenni Eason
Bulletin board
 
The Australian share market's annual cycle 
Robert Vagg
The Warren Buffett way 
Marcus Padley
Investing in art 
Cameron Smith
On the road to recovery 
Orchard Funds Management
Tax notes - real estate and CGT 
Dennis Eagles
What is a hybrid? Investors' Voice, May 2010
Brad Newcombe
Book review - The investor's manifesto 
Reviewed by Michael Stearn
Account-based pensions out, government annuities in 
Scott McKenzie 
Bayside discussion group 
Kevin Macdonald
Me & my portfolio 
Alan Timmins

 
Investors' Voice, February 2010

The recovery to continue
Shane Oliver
President’s message
Jolyon Forsyth
Bulletin board
 
A share market model for a new decade
Robert Vagg
Core and satellite investing
Tony Rumble
The Ripoll Report
Scott McKenzie
Alphabet soup: What are ETFs, LICs and SMAs?
Stuart Fechner
Rental yield: it’s all relative
Paul Do
Tax notes: Three overlooked issues
Dennis Eagles
Hybrid annual review: Bets placed: 2010 is time to collect
Brad Newcombe
If it’s discussion you want … The Kew discussion group
Glenn Gonsal
Book Review: Stock market secrets by Marcus Padley
Reviewed by Tim Kottek
AIA web book reviews listing
 
A summary of the Sydney November seminar
John Lance
Us and our portfolio
John Staples and Elisabeth Drew


Investors' Voice, November 2009

Materials sector: outlook for 2010
Peter Arden
President’s message
Jolyon Forsyth
Bulletin board
 
AIA members’ online forum
 
Some facts on Australian listed international ETFs
David Bassanese
The Australian equity market: an update
Daniel Goulding
Leverage to the bank bill swap rate
Brad Newcombe
Index versus active: when two worlds collide
Robin Bowerman
Seven easy ways to add value and kick up the cashflow
Geoff Doidge
Stress testing investor portfolios
Peter Worcester & Paul Resnik
Tax notes: are you entitled to your imputation credit?
Dennis Eagles
Book Review: Building wealth in the stock market by Colin Nicholson
Reviewed by Jenni Eason
Book Listing
 
Me & my portfolio
AIA member

 

Investors' Voice, August 2009

Now not the time for indexing
Nigel Wilkin-Smith
President’s Message
Jolyon Forsyth
Happy new financial year
Chris Caton
Recovery pathways in the Australian share market
Robert Vagg
Bulletin Board
 
The outlook for the Australian market
Daniel Goulding
Hybrids
Brad Newcombe
Australian Real Estate Investments (REITs) - have we hit the bottom?
Warren Boothman
Estate planning checklist
Matthew Burgess & Julia Taylor
Gold: history’s most coveted, celebrated and inglorious asset
Jamie Nemtsas
Tax notes
Dennis Eagles
Book review - Market Panic
Brian Matthews
Me & my portfolio
Kelvin Aldred

 

Investors' Voice, May 2009

Hoping for a repeat of the eighties
Rudi Filapek-Vandyck
President’s message
Jolyon Forsyth
Seeking a share market bottom
Robert Vagg
Bulletin Board
 
Residential property: still a good investment
Monique Wakelin
ETFs as the core of your portfolio
Tejay Lovelock
Currency hedging for your international investments
Angelo Veschetti
Perth Equities Discussion Group
John Venn
Tax Notes: A taxing budget?
Dennis Eagles
Storm Financial
Scott McKenzie
Book review – The Essays of Warren Buffett
Reviewed by Vimal Mehta
AIA web book reviews
 
Me & My Portfolio
Doug Stein
Investors' Voice Supplement - A Long-Term Model of the Australian Stock Market
Robert Vagg

 

Investors' Voice, February 2009

The Big Issues for 2009
Craig James
President's Message
Jolyon Forsyth
Sunshine Coast Discussion Group
Rob Coles
Kew, Melbourne Discussion Group
Glenn Gonsal
Volatility Extremes in the Australian Sharemarket
Robert Vagg
Commonwealth Seniors Health Card
 
Stock Market Cycles
Simon Kent-Jones
Emerging Markets: Prospects in the Crisis
Maarten-Jan Bakkum
Cost Effective International Investing with iShares Exchange Traded Funds
Tim Bradbury
Australia's Future Tax System
Dennis Eagles
How to Talk with an Adviser
Scott Mckenzie
Book Listing
 
Bulletin Board
 
Me & My Portfolio
Dick Heiler
Investors' Voice Supplement - Summary of Superannuation Changes
Jenni Eason

 

Click here for "Investors Voice" archives - published from 1999 to 2008.