Angie Ellis is a well-known full-time investor who first came to fame playing The Sunday Age / SMH shares race game. Her portfolio regularly returns 40% plus and delivered 55% last financial year. In this article, she shares her tips on how to uncover highfliers.
The (financial independence, retire early) FIRE movement is gathering momentum around the world. This article highlights three steps to achieve FIRE and points out some common mistakes that most Australians make that are inadvertently anti FIRE.
A company's past track record can provide a whole lot of confidence about its future. Usually I now start referring to CSL, or REA Group, or Carsales, but I am grabbing this opportunity to use the example of a lesser known all-weather performer
Question - My husband and I are trustees of our SMSF. We are considering a change to a corporate trustee SMSF structure. Could you please outline the difference? What are the benefits and limitations of the two structures?
Five 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.