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Investors Voice Archive: 15 Jun, 2018

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Economics • Diversification
5 years ago
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Investors Should be Going Global Right Now...

Noting the current US equity bull market recently passed its ninth anniversary, increasingly, opportunities exist in identifying individual stocks with compelling business characteristics rather than riding the vagaries of entire markets.
By Catriona Burns
0 0
SMSF • Financial Planning
5 years ago
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How to be A Super Woman

Women traditionally can be inclined to be the ‘over-achiever’ when it comes to running their family affairs, juggling a career, running a household, looking after children & elderly family members and community.
By Brooke Gardener
0 0
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Equity • Infrastructure • China
5 years ago
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A View on Chinese Equities

While Australian infrastructure upgrades move at a snail’s pace, completely the opposite is happening in China where major investments in critical transport infrastructure, particularly airports, will drive an Asian tourism boom the likes of which has not been seen since the Japanese tourism boom of the 1990s.
By Charlie Aitken
0 0
Financial Advice • Equity
5 years ago
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How to Avoid Being Crunched by the Next Market Correction

While the current bout of weakness may only cause the market to fall 5-10 per cent, we believe it may be a dress rehearsal for a much more sinister period in the next 12-24 months.
By Roger Montgomery
0 0
SMSF • Downsizer
5 years ago
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Sizing Up the Downsizer

Access to a new type of personal super contribution is available from 1 July 2018 – the ‘Downsizer’ contribution. It gives older Australians the opportunity to transfer money into super after reaching 65 without overly complex rules applying.
By Mark Ellem
0 0
SMSF
5 years ago
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Less Red Tape & Greater Flexibility in New Super Rules

Less red tape and more flexibility would result from a decision to expand the number of members allowed in a self-managed super fund (SMSF) from four to six, the Federal Government says.
By Janelle Ward
0 0
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Financial Advice • Economy • Growth • Shares
5 years ago
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Have You Been Paying Attention?

The past five years have seen the Australian share market generate positive returns, but behind the public facade hides an unspoken of, widespread dissatisfaction carried by large parts of the Australian investor community.
By Rudi Filapek-Vandyck
0 0
Index • Financial Advice • Gold • Oil
5 years ago
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7 Little Known Events that Can Make You Money Around June

Market seasonality generally evolve around scheduled events and follow a logical process of buying or selling in the instrument that is backed by many years of institutional behaviour.
By Jody Elliss
0 0
Mining • Long-term
5 years ago
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Mining for Long-Term Returns

On our current forecasts, we believe LYL will deliver about 43 cents per share of fully franked income over the coming 13 months.
By Adrian Ezquerro
0 0
FinTech • Future • Cryptocurrency
5 years ago
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Society is Going Cashless: A Major Societal Change that Comes with Risks

People all over the world are turning to payments technologies because they offer well-known advantages over cash, including that they can buy from strangers over the internet and, if fraud occurs, the payment companies bear the loss.
By Michael Collins
0 0
LIC • Technology
5 years ago
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A Better Bet than an LIC?

One of the frustrations with listed investment companies, or LICs, is that they often trade for long periods at a discount to their net tangible assets, which reflects the current market value of the stocks in the portfolio.
By Nathan Bell
0 0
SMSF • Financial Advice
5 years ago
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Six Common SMSF Trip-Ups and How to Avoid Them

While getting help from professional advisers is encouraged to help you run your fund, ultimately you, as a trustee, are responsible for complying with the superannuation and tax laws.
By Jordan George
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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