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Investors Voice

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Dividends • Investing • Market outlook
2 months ago
dividends

2023 dividend outlook: Ausbil

A slowing economy and rising interest rates will make earnings growth harder to come by in 2023, according to investment manager Ausbil.
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Property • Market outlook
2 months ago
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Can active lending drive property market confidence?

NSW Building Commissioner David Chandler OAM highlighted active lending as a prudent approach to attract consumers and investors.
By AltX
0 0
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Savings • Investing • Financial Planning
2 months ago
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The changing state of Australians’ finances

Despite inflation hovering above 7.1% and interest rates climbing every month, latest research shows that the overall financial wellbeing has decreased by 1.1 points to 50 points out of a possible 100.
By Savvy
0 0
Investing • Market outlook
3 months ago
ulou

Investing outlook 2023: Sticky inflation, volatility and liquidity withdrawals

As central banks continue to navigate rising inflation and a slowing global economy, more risks and market volatility are predicted for 2023.
0 0
Retirement • Wealth
3 months ago
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Investors regaining confidence in retirement wealth

Australians are regaining confidence in their retirement wealth after the economic impacts of COVID and are more certain about when they can retire.
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Superannuation • SMSF • Federal Budget
3 months ago
super v2

Budget 2022-23 and key SMSF-related changes

This October Budget is the second Federal Budget for 2022 and the first by the Albanese government.
By Tracey Scotchbrook | Policy Manager | SMSF Association
1 0
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Inflation • Investing • Recession
3 months ago
Untitled design dart

Where are Australians investing to hedge against inflation, rate rises?

Share-market volatility, property price falls, cryptocurrency crashes, rising interest rates and skyrocketing inflation have turned many investment portfolios on their head, disrupting traditional ideas of safe-haven investments.
By Staff Writer
1 0
Interest rates • Inflation • Monetary policy
3 months ago
interest rates v2

Rate rises, migration and the monetary framework

The Reserve Bank of Australia (RBA) has identified additional considerations being made that will influence their future rate decisions, with a hint of a slowdown in rate rises.
By Brett Craig*
0 0
Inflation • Property • Economy
3 months ago
property v3

The property market and the economy: where are we headed?

Despite the rhetoric from central bankers and global leaders blaming the world’s current economic woes on inflation, a war in Europe, an energy crisis and irrational consumer sentiment, there is...
By Paul Miron*
0 1
Cryptocurrencies • Market outlook
4 months ago
bitcoin

What do people think of cryptocurrencies?

A global investor survey has found that investors are attracted by growth in cryptocurrency but scept​icism and lack of understanding remain.
By Staff Writer
0 0
4 months ago
risk

Time to take a fresh look at unlisted asset risk: Evergreen

Investment management industry must move away from a narrow focus on standard measures of risk and adopt new approaches to give superannuation fund members a clearer understanding of the risk...
0 0
Energy • Investing • Nuclear power
4 months ago
nuclear energy

Debunking nuclear energy myths

Nuclear power is a low carbon energy source that can generate maximum power more reliably than any other energy source currently available1.
By Blair Modica | BetaShares
0 0
Digital assets • Cryptocurrencies • NFTs • Investing
4 months ago
metaverse

How to safely invest in digital assets

Digital assets are now a widely accepted class of investments, and despite short term price volatility they have shown solid growth over a longer investment period (12 months plus) and...
By Rob Keanalley*
7 1
Retirement • Investing • Financial Planning
5 months ago
blindspots

Four retirement planning blind spots to avoid

This financial year, investors face a difficult and turbulent time, with rate hikes and cost-of-living pressures forcing many to reconsider their retirement date or adjust their long-term financial plans.
By Helen Baker*
1 0
Market outlook • Investing • Inflation • Asset allocation
5 months ago
market outlook2

What’s the market outlook amid inflationary pressures, slow growth?

Global investment management company T. Rowe Price's Head of Multi-Asset Solutions APAC, Thomas Poullaouec, and team remain underweight to equities and bonds and overweight to cash.
0 0
ASX • Investing • Hybrids
5 months ago
risks

ASX vs global hybrids: where do opportunities lie?

To date, the global capital securities market has received very little attention by Australian income investors with so much focus on ASX hybrids.
By Cameron McCormack*
0 0
Wills • Estate Planning • Financial Planning
5 months ago
whatwhenwhy

What to consider when drafting a will

It is important to have a will correctly and professionally drafted to be assured your possessions go to the people you want them to go to on your death.
By PCL Lawyers*
0 0
Property • Investing • Downturn
5 months ago
property v2

Where are property investors buying the dip?

Every market cycle and each downturn is different, and this one has a way to run yet.
By BuyersBuyers
3 0
Cryptocurrencies • Valuation • Investing
5 months ago
dart2

Relative value analysis of six crypto assets

This article details some valuation techniques applicable to crypto assets, including smart contracts platforms, DeFi assets and NFT infrastructure.
By Matthew Harcourt*
0 0
Portfolio management • Inflation
5 months ago
asset mix

Q&A: Investing in an uncertain market

Professor Jerry Parwada of UNSW Business School, an investment and financial markets specialist, shares his thoughts on the market, what it means for retirees and the role of portfolio diversification.
By IV Staff
0 0
Investing • Portfolio management • Cryptocurrencies
6 months ago
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ASIC report captures Australians’ investing behaviour

Where are Australians investing? What are the factors driving their investment decisions? Where are they going to source investment-related information?
By Staff Writer
2 0
6 months ago
iron ore

Energy market turbulence, geopolitics and stocks to watch this reporting season

While significant uncertainty hangs over the outlook for coal market due to energy market turbulence and slowing economic growth, the global consumption is set to rise in 2022, taking it...
By Staff Writer
0 0
Power of Attorney • Wills • Estate Planning
6 months ago
power of attorney

Should you audition your adult children for their later life roles?

Is an errant adult child the product of nurture or nature?  For many parents, it is probably a question too hard to answer, or too late to ask.
By Brian Herd*
0 0
Energy • Renewables • Market analysis
7 months ago
energy trans

Investing in the energy transition

A lot of competing technologies are vying for your investment dollar. This article reviews new research and offers insights from Martin Marais from Wentworth Williamson on his preferred sectors.
By Mansi Gandhi
1 1
Market analysis • Investing • Inflation
7 months ago
Untitled design 13

Three investment themes that will dominate Q3

Surging inflation, hawkish central banks and the war in Ukraine have dominated global markets through the first half of 2022.
By Andrew McCaffery*
1 0
Volatility • Investment strategies
7 months ago
Company Headshot 1 002

Seizing opportunities from the market selloff

Pessimism plagues a market where many investors find themselves in unchartered territory.
By Shani Jayamanne*
0 0
Technology • Gaming • Market analysis
7 months ago
gaming 2

Five trends driving the gaming market

While 2021 was gaming’s biggest year so far, several tailwinds are positioned to further accelerate industry growth and investment.
By Tom Powell*
0 0
Cryptocurrencies • Market outlook
7 months ago
crypto

Life after the crypto crash

With crypto markets down around 50% in the past month, and over 70% from their highs in late 2021, many investors may now be searching for answers.
By Danny Talwar*
1 0
Taxation • Investing • Scams
8 months ago
Scam

Three common scam myths and how to stay protected: ATO

Scammers are always looking for new ways to convince unsuspecting taxpayers into divulging personal information, such as bank details, usernames and passwords, according to the Australian Taxation Office (ATO).
0 0
Superannuation • Market outlook • Retirement • Savings
8 months ago
change

Super changes you need to know about

Several super changes are set to take effect from 1 July 2022. In this article, lawyer Shane Ellis highlights opportunities arising from changes.
By Shane Ellis*
0 1

Popular Articles

  • 2023 dividend outlook: Ausbil
  • Investing outlook 2023: Sticky inflation, volatility and liquidity withdrawals
  • The changing state of Australians’ finances
    by Savvy
  • Investors regaining confidence in retirement wealth
  • Can active lending drive property market confidence?
    by AltX

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Lucy PercyFive variations to a testamentary trust for you to consider

Testamentary trusts are important to consider in estate planning. They can only be created by being included in a Will prior to death (it’s either in there or not, there are no second chances to add it in later).

Last year the AIA worked with lawyer, Lucy Percy of Head & Heart Estate Planning who delivered a series of articles and a webinar on estate planning and testamentary trusts which was exclusive to members.

Subscribe to our newsletter now and find out the five variations to a testamentary trust Percy suggested that you might like to consider.

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