Investors Voice Category: Financial Advice
7 months ago
Establishing a long-term relationship with a financial planner can help to reduce fraud within the community, finds a UNSW Business School study.
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2 years ago
There are registers of qualified financial advisers and sources that can help you find an adviser that is right for you
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2 years ago
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.
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3 years ago
It is well known that any money withdrawn from superannuation after age 60 is tax-free.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.
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3 years ago
Research has shown that the ideal number of stocks to hold in a portfolio is around 20.
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3 years ago
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.
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3 years ago
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.
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3 years ago
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.
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4 years ago
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.
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4 years ago
There is no one investing style that is successful throughout the market cycle.
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4 years ago
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.
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4 years ago
There are times when you should listen to your parents, and times when you should not listen to your parents.
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4 years ago
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).
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4 years ago
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.
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4 years ago
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.
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4 years ago
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.
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4 years ago
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.
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4 years ago
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.
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5 years ago
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.
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5 years ago
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.
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Five variations to a testamentary trust for you to consider