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Investors Voice Archive: 15 Dec, 2018

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Value Investing • Growth
4 years ago
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Growth vs Value

The terms ‘growth’ and ‘value’, however, have had more staying power and are used extensively in financial market commentary. Frequently we read that ‘growth is outperforming value’, a particular investment firm is a ‘value manager’, or a certain company is a ‘growth stock’.
By Stephen Arnold
0 0
Economics • Financial Advice
4 years ago
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Is the Bull Run Over?

It seems like markets are getting increasingly nervous and as usual, at these times the financial media is rolling out the perennial bears because the only story they ever tell just happens to match what is occurring right now.
By Matthew Jones
0 0
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Technology • Future
4 years ago
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Fed Up With the FAANGS? Global Investing Ideas Outside of the US Tech Sector

Although America’s technology giants have attracted the headlines and enjoyed strong share price performance in recent years, there may be some reluctance by investors to jump on their bandwagon at this stage.
By David Bassanese
0 0
Financial Advice • Real Estate
4 years ago
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When to Sell an Investment Property

There are times when you should listen to your parents, and times when you should not listen to your parents.
By Andrew Zbik
0 0
Value Investing
4 years ago
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Volatile World Markets are Telling us to Stay Cautious

With the high-momentum growth stocks falling in a heap – just as we warned they would – investors may be considering whether value has emerged.
By Roger Montgomery
0 0
Retirement • Financial Planning
4 years ago
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The Cost of Aged Care in Retirement

Based on figures from the Australian Institute of Health and Welfare you should plan for approximately 17-25% of your retirement years to be “care years”.
By Louise Biti
0 0
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SMSF
4 years ago
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The New ‘Ipso Facto’ Regime & SMSFs

While the new law relating to ‘ipso facto’ clauses is not specifically targeted at SMSFs, it is relevant since there are an increasing number of SMSFs, especially SMSFs with corporate trustees, and these SMSFs often enter into various contracts that may contain ‘ipso facto’ clauses.
By Joseph Cheung
0 0
Franking Credits • Tax • SMSF
4 years ago
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Labor's Franking Credit Policy could Increase SMSF Members

If Labor's franking credit policy is legislated, it could actually result in an increase in SMSF numbers.
By Max Newnham
0 0
Franking Credits • Tax • Shares
4 years ago
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Taxpayers with the Lowest Income Tax Rate are Hardest Hit

In all the talk about refundable franking credits, it is easy to overlook the fact that a franking credit is additional income as well as a tax credit.
By Jon Kalkman
0 0
LRBA • SMSF
4 years ago
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Limited Recourse Borrowing Arrangements

LRBAs are helping many small business people marry their business goals with their long-term retirement income strategy.
By Lauren Ryan
0 0
Financial • FinTech • Future
4 years ago
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Investment Opportunities Within Fintech & Borrowing/Lending

In this article, we’re seeking to differentiate “fintech” companies and fields of endeavour that provide productivity benefits or automation that speed up transactions or simply make existing business models work better juxtaposed to disrupting market-changing offerings.
By Ray Trevisan
0 0
Technology • Future • Robots
4 years ago
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An Introduction to Collaborative Robots

There is a concern that these cobots will replace human workers, however, the early case studies are showing significant productivity benefits as they assist, rather than replace their human counterparts.
By Ellerston Global
0 0
Banking
4 years ago
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Why the Reserve Bank Needs to Cut Rates

While a recession in Australia is still unlikely, very unlikely in fact, there is a growing risk the unfolding mix of events will hit the economy hard.
By Stephen Koukoulas
0 0

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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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