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Investors Voice Archive: 15 Sept, 2019

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Value Investing • Managed Funds
3 years ago
OIP

We Need to Talk About Value Investing...

In the past year, one of the best in the market, Steve Johnson from Forager, has publicly written about the problems the fund is having in Australia, where the WAAAX trade (Wasatch, Append, Afterpay, Altium, Xero) reigns supreme.
By Alex Pollak
0 0
Property • Equity
3 years ago
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What ‘Property for Income’ Really Means

When making an investment, it’s vital to determine how it will fit into your portfolio and whether it meets the strategy and objectives you set for it.
By Howard Benchley
0 0
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Long-term • Real Estate • Education
3 years ago
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Early Learning Centres: An Attractive Real Estate Investment

Demographic and socio-economic changes continue to drive the demand for early learning accommodation.
By Nick Anagnostou
0 0
Superannuation • SMSF
3 years ago
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Superannuation - It Isn't A One Size Fits All

If we are to believe everything in the news these days, the superannuation industry appears to be facing an existential crisis; that is except the industry, or union super funds.
By Drew Meredith
0 0
Growth • Emerging Markets
3 years ago
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The Case for Asia

An active allocation to Asian equities offers the potential to harness this growth and seek resilient, risk-adjusted returns as the growth story of this region unfolds.
By Anthony Doyle
0 0
Bonds • Banking • Financial
3 years ago
5656895 australian dollar wallpapers

Major Banks Issue Over $7Bn in Tier 2 Subordinated Bonds

In early July, APRA confirmed that the four major banks will be required to increase their total capital ratios by 3 percentage points (down from the initial recommended 4 - 5 percentage points) by 1 January 2024.
By Cameron Window
0 0
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Shares
3 years ago
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2019 National Investors Conference

At the 2019 conference, we announced the winner of the 2018 Stock Picking Contest.
By Staff Writer
0 0
Infrastructure • Value Investing • Growth
3 years ago
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A High Quality Australian Business With Exposure to Growth in Urban Services

Downer is a compelling investment opportunity because of the high-quality nature of the business, an un-demanding valuation, and some clear catalysts for a valuation re-rating.
By Kyle Macintyre
0 0
SMSF • Retirement • Financial Planning
3 years ago
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Ageing Your Way

Aged care today means many things; from low-level intermittent assistance with gardening and cleaning the house, to integrated home care packages that combine clinical care, personal care and domestic support in the home.
By Louise Biti
0 0
Diversification • Technology • Financial Advice
3 years ago
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The Benefits of Correct Diversification

Research has shown that the ideal number of stocks to hold in a portfolio is around 20.
By Matthew Jones
0 0
SMSF • Financial Advice • Legal • Property
3 years ago
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SMSFs and Soap Operas

Apart from being complicated and contorted, the dispute revolved around who was to receive the $1.4M (approximate) death benefit payable from the SMSF following Peter’s death.
By Rebecca Edwards
0 0
Growth • Software and Data • Long-term
3 years ago
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The Two Big Themes for Aussie Investors

A2 Milk and Nine Entertainment have two key themes that Australian investors should focus on to potentially enhance their long-term returns.
By Roger Montgomery
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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