• About
  • Contact
  • Sponsorship
  • Join Now
  • Members Login
  • Search
  • Events
  • Webinars
  • Magazine
  • Education
  • Resources
  • Advocacy
  • Members
  • Log in
  • Search
  • Menu

Investors Voice Category: Investing

AIA print iv 970x160
Investing • Cybersecurity • Technology • Emerging trends
12 hours ago
Untitled design v6

Investing in tech and cybersecurity stocks

An early digital adopter, an astute and well-researched investor and AIA member, Hannah Schwartz* shares her investing journey and discusses emerging trends and opportunities in the tech and cybersecurity space How...
1 0
Investing • Exclusive Member Content • Stock Picking • Market analysis
5 days ago
wall st

Top 3 stocks with over 50% upside, according to top analysts

Wall St. Rank Founder Amrit Rupasinghe shares three stocks with 50%+ upside based on ratings from top analysts.
By Amrit Rupasinghe*
0 0
Thinktank winter digi ad 728x90 v1
Advertisement
Investing • Inflation • Growth stocks
10 days ago
inflation t.rowe

Seizing investment opportunities on the right side of change

Inflation has been peaking globally and is likely to decline into 2023, as many countries are coming to terms with the idea of living with COVID-19.
By David Eiswert*
0 0
Cryptocurrencies • AFL • Investing
12 days ago
crypto brad

Sports and the crypto invasion

Former AFL premiership player and current Investment Partner at Apollo Capital, Brad Sewell* reflects on how cryptocurrency companies are betting big on sports partnerships.
By Brad Sewell*
1 0
Investing • Financial Advice • Fraud
21 days ago
fraud

Four ways to protect yourself against financial fraud

Establishing a long-term relationship with a financial planner can help to reduce fraud within the community, finds a UNSW Business School study.
By Victoria Ticha
0 0
Property • Investing • Managed Funds
33 days ago
property trust

The what and why of investing in property trusts

In the current low-rate environment, many investors have turned to property in the chase for more competitive returns.
By Trilogy Funds*
0 0
Advertisement
Conference • Investing
2 months ago
AIA conf

Best personal investing conference almost here

The AIA 2022 Annual National Conference is almost here. With 40 presentations over four days, there is something for every kind of investor, from beginners to experienced.
2 0
Fixed interest • Investing • Fiscal policy
2 months ago
Untitled design trilogy

How do fiscal and monetary policies impact the fixed interest asset class

To ensure an economy maintains sustainable growth, a government or Reserve Bank may take actions to influence macroeconomic conditions such as consumption, employment, inflation and liquidity.
By Trilogy Funds*
0 0
Investing • Money Management
2 months ago
investing psychology

Common behavioural biases that impact investment returns

In the current economic climate of (still) low interest rates, conservative investors such as retirees might start to consider investing more in equities to improve their chances of returns that...
By Professor Arvid Hoffmann*
1 0
Cryptocurrency • Investing
3 months ago
Untitled design36

Crypto continues downward slide; helps Ukranians

As the conflict between Ukraine and Russia intensified, crypto prices continued their downward slide, following the patterns of global financial markets generally.
By Simon Peters | Market Analyst | eToro
1 0
Investing • Financial
3 months ago
IMG 20220220 WA0002

How I started investing at 15: AIA member shares her journey

Long term investor and AIA member Helen Pagnin shares her investing journey, stocks in her portfolio and lessons learned with the AIA Deputy Chair, Marina Cardillo.
3 1
ETFs • Investing
3 months ago
Untitled design4 v3

ETF Checklist – factors to consider before you invest

AIA Queensland Committee Member and Chermside Equities Group Convenor, Rod Fraser recently gave a presentation to the Brisbane AIA group on Exchange Traded Funds (ETFs).
By Rod Fraser
1 0
Climate change • Investing
4 months ago
Untitled design2 v2

Climate change – it’s time to invest in how we adapt

After the catastrophic bushfire season and the record-setting global weather events, 2022 must be the year that we invest in climate adaptation.
By Thomas Leys*
0 0
Stock picks • Investing • Market outlook • Exclusive Member Content
5 months ago
Untitled design34

Angie Ellis’ two stock picks for 2022

*Angie Ellis, a well-known full-time investor who first came to fame playing The Sunday Age / SMH shares race game, shares her two top stock picks for 2022 and her...
1 0
Market outlook • Investing • Shares • Exclusive Member Content
6 months ago
Untitled design27

2022 looks familiar, though not quite the same

This might come as a surprise to many readers, but, reading through investment strategy reports for 2022 and listening to funds managers on webinars, there is far more agreement than...
By Rudi Filapek-Vandyck | Editor | FNArena*
1 0
ETFs • Investing
6 months ago
Untitled design26 v2

What are ETFs and how do they work?

AIA Queensland Committee Member and Chermside Equities Group Convenor, Rod Fraser recently gave a presentation to the Brisbane AIA group on Exchange Traded Funds (ETFs).
By Rod Fraser
1 0
Investing • Net zero • Climate change
6 months ago
Untitled design16

Opportunities in the net-zero transition

A changing climate poses physical risks, for example, damage to infrastructure or operational interruptions due to extreme weather events.
By Dr Peter Holt*
0 0
Market analysis • Inflation • Investing
6 months ago
Untitled design20

Low volatility income the key in a rebounding market

After over eighteen months under the shadow of COVID-19 lockdowns, Australians are taking our first vaccinated steps along the path to economic recovery.
By Michael Watson*
0 0
Conference • Events • Investing
6 months ago
Untitled design23

AIA National Conference 2022 - early bird catches the worm

Planning for the Australian Investors Association's annual conference is back in full swing, with over 40 presentations over four days.
0 0
Property • Investing
6 months ago
Untitled design14

Property investing - where to now?

With property prices continuing to move at a rapid pace, it’s no wonder that Summer is being predicted to be one of the biggest selling seasons in Australia’s history.
By Lloyd Edge*
1 0
Investing • Inflation • Hedging
7 months ago
Untitled design12

How investors can hedge against inflation in times of uncertainty

Inflation generally makes share market investors nervous. Consumer spending – a key driver of inflation – has rebounded since the start of the global pandemic, and this is having a corresponding effect on inflation in key sectors.
By James Doran
0 0
Investing • Stock Picking
7 months ago
Untitled design9

Stock picks, investment tips, and market predictions for 2022: Expert

Stephen Bruce, Director, Portfolio Management and Head of Research, Perennial Partners shares his thoughts on the market, where it’s headed and his top investing tips and stock picks.
0 0
Property • Investing • Economy
8 months ago
Untitled design8

The Evergrande saga and what it means for investors

The Chinese property group Evergrande's issues have been sending shock waves across global markets.
By Paul Miron*
3 0
Investing • Covid • Savings
8 months ago
Untitled design 43

Shifting priorities: How the pandemic has impacted investing

Pandemic-induced challenges have impacted people’s life goals, investment as well as saving priorities.
By Pat Garrett*
1 0
Investing • Market outlook
8 months ago
Untitled design3

When opportunity knocks

In this article, AIM Funds reflects on market volatility when it arrives, and how they act in periods where the word “correction” is plastered across every finance news site.
By AIM Funds
0 0
Investing • Portfolio management
8 months ago
Untitled design 39

Investment portfolio review: five things to consider

This year is unlike any other in recent times, and has resulted in significant changes to many investors’ personal financial situations and investments.
By Trilogy Funds*
1 0
Shares • Investing • ASX
8 months ago
Untitled design 38 v2

Three stocks to buy and three to avoid: Julia Lee

Burman Invest's Julia Lee shares three stocks to buy, three to avoid and four with strong income potential.
By Mansi Gandhi
3 1
Pre-IPO investing • Investing • Growth
9 months ago
Untitled design 29

Pre-IPO investing: How does it work and is it worth the risk?

The Pre-IPO market is gaining traction with several funds and businesses tapping into private markets.
2 0
Conference • Investing • Events
9 months ago
Untitled design 31

AIA National Conference moves to March 2022

The Australian Investors Association has announced that it has made the difficult decision to postpone the National Conference to 27-30 March 2022 still at the same location, JW Marriot Resort and Spa...
0 0
Property • Investing • Inflation
10 months ago
Untitled design 27

Property, still a safe bet?

The latest property data figures indicate house prices in some capital cities in Australia have risen as much as 29% —the sharpest increase in the residential property market since 1988.
By Paul Miron*
3 0

Popular Articles

  • SMSF estate planning and death benefit nominations
    by Shane Ellis*
  • Seven steps for managing inheritance
    by Vanessa Stoykov*
  • Five retirement planning pitfalls to avoid
  • Common behavioural biases that impact investment returns
    by Professor Arvid Hoffmann*
  • The inevitable rate rise, mortgage stress and the housing market
    by Savvy

Subscribe to Investors Voice Magazine

AIA Investorvoice TIPT Aug 300x250 1 v2
Advertisement
Advertisement

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.

Don't show this form again

By entering your details here you are agreeing to receive our monthly newsletter, Investors Voice and other partner promotions.

Subscribe to Investors Voice Magazine

Stay up to date with our latest news, education and events

  • About
  • Contact
  • Sponsorship
  • Join Now
  • Facebook
  • Twitter

Events
  • Upcoming webinars
Webinars
  • Past Webinars
Magazine
  • Investing
  • Shares
  • Property
  • Bonds
  • Cryptocurrency
  • Diversification
  • Superannuation
  • Financial Planning
  • SMSF
  • Economics
  • Stock Picking
Education
  • Investment Basics
  • Fixed Income
  • Shares
  • Property
  • Other Investments
  • Portfolio Management
  • Borrowing
  • Superannuation
  • Estate Planning
Resources
  • Investors Voice
  • Past Webinars
  • Papers Presented
  • Video Presentations

25 Years
  • Disclaimer
  • Privacy
Copyright © 2022 Australian Investors Association
ABN: 75 052 411 999
  • Home
  • About AIA
    • Association Information
      • National Council
      • State Organisers
      • AGM Details
      • Constitution and ByLaws
    • Member Benefits
  • Events
    • Upcoming webinars
  • Webinars
    • Past Webinars
  • Resources
    • Investors Voice
    • Past Webinars
      • Finding ASX Winners
      • Finding ASX Winners
    • Papers Presented
      • Conferences
        • National Conference 2019
        • National Conference 2018
    • Video Presentations
      • 2019 AIA Annual Conference
      • 2018 Sydney Investment Summit
      • 2018 AIA Annual Conference
      • 2017 AIA Annual Conference
  • Education
    • Investment Basics
      • Budget Basics
      • Net Worth
      • Psychology of Investing
      • Investing Goals
      • Risks
      • Power of Compounding
      • Investment Structures
      • Asset Classes
      • Glossary of Terms
    • Fixed Income
      • Savings Accounts
      • Term Deposits
      • Cash Management Trusts
      • Interest Rate Securities
        • Government Bonds
        • Corporate Investments
    • Shares
      • Understanding Shares
        • Common Terms
        • Risks & Benefits
        • Shareholder Rights
        • Types of Shares
        • ASX Sectors
      • Getting Started
      • Mechanics of Investing
        • Choosing a Broker
        • Making an Investment
        • Initial Public Offering ( IPO )
        • Corporate Actions
      • Fundamental Analysis
        • Fundamental Analysis Basics
        • Fundamental Investing Strategies
      • Technical Analysis
        • Technical Analysis Explained
        • Technical Analysis Tools
      • Exchange Traded Funds (ETFs)
      • Derivatives
        • Warrants
        • Contracts for Difference (CFDs)
    • Property
      • Residential Property
      • Commercial Property
      • Real Estate Investment Trusts
      • Property Syndicates
    • Other Investments
      • Managed Funds
      • Hedge Funds
    • Portfolio Management
    • Borrowing
    • Superannuation
      • What is Superannuation?
      • Types of Funds
      • SMSF
    • Estate Planning
      • Wills
      • Powers of Attorney
      • Testamentary Trusts
  • Magazine
  • Advocacy
    • The Retirement Income Review
  • Members
    • Frequently Asked Questions
  • Sponsorship
  • Contact
  • Join Now
  • Blog
  • Policies
    • Privacy Policy
    • Disclaimer
  • Home, Promo - Events
  • Summit 2021
    • Tickets & Pricing
    • Program
    • XTalks
      • How to Add XTalks to Your Schedule
    • Event App & Livestream Platform
    • Speakers & Experts
    • Venue & Transport
    • Sponsors
    • FAQs
    • Covid Safe Event