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Investors Voice Category: Financial Advice

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Financial Advice • Education
5 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
Financial Advice • SMSF
6 months ago
Reflect v2

The Pros and Cons of Financial Advice for your SMSF

The 2020 Vanguard/Investment Trends SMSF investor report found that 32% of Australia’s 600,000 SMSFs seek the assistance of a Financial Adviser, yet more than 50% of SMSF trustees report having unmet advice needs in relation to their SMSF.  
By Cathryn Gross
4 2
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Retirement • SMSF • Financial Advice
16 months ago
pexels andrea piacquadio 3823493

SAPTO or Do You Really Need An SMSF?

It is well known that any money withdrawn from superannuation after age 60 is tax-free. What is less well-known is that a couple over the age of 65 can earn $57,948 outside super and also pay no tax.
By Jon Kalkman
0 0
Diversification • Technology • Financial Advice
19 months 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
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SMSF • Financial Advice • Legal • Property
19 months 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
SMSF • Financial Advice
22 months ago
karsten winegeart urbseZKkXLY unsplash

June 2019 Creates Super Contribution Allocation Trap

Advisers and trustees have been warned to make contributions to their super funds well in advance of the end of the financial year, as a quirk of the 2019 calendar could mean they may be incorrectly allocated to the wrong financial year, and unable to be changed, an SMSF technical expert has said.
By Jason Splits
0 0
Financial Advice • Value Investing
22 months ago
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When to Sell Out of Non-performing Stocks

Just to be clear: owning a few bad apples in portfolio is not something that happens to inexperienced, unlucky or lesser informed investors only. It happens to all investors of all colors, shapes, and levels of experience.
By Rudi Filapek-Vandyck
0 0
Financial Advice
2 years ago
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How to Prepare for Inevitable Stock Market Corrections

One can never accurately predict the timing of such corrections although many similar symptoms often exist before a correction occurs - such as high stock valuations, increased speculative activity in poor quality companies and general investor apathy.
By Anton Tagliaferro
0 0
Financial Advice • Shares
2 years ago
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Sentiment, Positioning, and Strategy

There is no one investing style that is successful throughout the market cycle.
By Michael McCarthy
0 0
Economics • Financial Advice
2 years ago
1

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
Financial Advice • Real Estate
2 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
SMSF • Financial Advice
3 years ago
pexels david cassolato 818563

10 Ways to Protect Your SMSF From Loss of Mental Capacity

If you have a self-managed superannuation fund (SMSF), you need to plan ahead to ensure that it can still keep going if you lost mental capacity due to dementia (or other reasons such as suffering a stroke).
By Brian Hor
0 0
SMSF • Financial Advice
3 years ago
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How SMSFs are Investing

With global share market capitalization steadily heading towards $100 trillion, many self-managed super fund (SMSF) investors are sitting up and taking notice of offshore performance, seeking opportunities to diversify outside the Australian market by investing in exchange-traded funds (ETFs), listed investment companies (LICs) and mFunds.
By Arnie Selvarajah
0 0
Financial Advice • Equity
3 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
Financial Advice • Economy • Shares • Growth
3 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
3 years ago
pexels karolina grabowska 4386431

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
SMSF • Financial Advice
3 years ago
pexels skitterphoto 4341

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
Mortgage • Financial Advice
3 years ago
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Mortgages & Family Loans Explained Simply!

A mortgage is the standard method by which individuals and businesses can purchase real estate without the need to pay the full value immediately from their own resources.
By Shane Ellis
0 0
Financial Advice • Equity
3 years ago
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This Year, You'll Be Safer if You Swim Between the Flags

It will pay investors to look closely at the boundaries marked by the bull and bear cases, and treat them like the flags between which they must swim.
By Roger Montgomery
0 0
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