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Investors Voice Category: Education

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Shares • Education • Member Content
18 months ago
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Two mistakes and the lessons I learned from them

Geoff Robinson, an AIA member from Victoria and participant in the Bayside meetings laments two investment decisions about when to buy and sell shares.
By Geoff Robinson
2 2
Education • Shares
18 months ago
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What are the different types of preference shares?

Most shareholders know that preference shares come with a liquidation preference.
By Jill McKnight
2 0
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Financial Advice • Education
18 months ago
01 financial advisor secrets

Looking for a financial adviser? Here are a few suggestions to get you started

There are registers of qualified financial advisers and sources that can help you find an adviser that is right for you
By Cathryn Gross
0 0
Education • SMSF
19 months ago
Toolkit

Investor’s Toolkit

What gives you an edge when assessing various investment options? Some investors study charts, others read books, whatever you do, it is always interesting to learn about what others are doing.
By IV Editorial Team
5 0
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
LIC • Education • Shares
4 years ago
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Understanding the LIC Discount Dilemma

For incoming shareholders, it is illogical to pay a premium to the underlying assets, and for selling shareholders, discounts represent the inability to obtain the look-through value of their investment.
By Paul Moore
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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