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Keep track of your investments
July 4, 2022Wealth Creation
Review your investments regularly to make sure you're on track to reach your financial goals and you're comfortable with the investment risks. Find out how to review your investments' performance and what to do if you're not getting the returns you expect. Monitor your investments regularly How often you review your investments will depend on:...Read More
The cost of not investing
June 20, 2022Wealth Creation
For many people, the phrase “investing in the share market” is framed by either gains and losses. For the “gains” group, the thought of increasing their wealth and having the potential to generate returns is what propels them to invest. For the “losses” group, the thought of losing money is what keeps them out of...Read More
Investing and tax
May 23, 2022Wealth Creation
Lower tax on your investments can help you reach your financial goals sooner. But don't choose an investment based on tax benefits alone. How investment income is taxed You need to include investment income in your tax return. This includes what you earn in: interest dividends rent managed funds distributions capital gains from property, shares...Read More
The best thing investors can do when markets are volatile is to stay invested. Of course, that’s often easier said than done, especially when market commentators point to a market correction or when your portfolio is down for consecutive days or weeks. For those new to investing, particularly those who jumped into the market when...Read More
Will interest rates derail markets?
March 7, 2022Wealth Creation
What happens to interest rates locally and globally is always important for investors, but particularly so at turning points in the economy. And notwithstanding the recent Omicron outbreak, the world’s most influential central bank, the US Federal Reserve, looks likely to lift interest rates as early as March. It would be the first increase in...Read More
9 ways to save on a night out
February 28, 2022Financial Planning, Wealth Creation
If a big weekend has ever left you penniless until payday, these pointers could be for you. How much cash did I spend last night? How many rounds did I buy? Why did I pay for so-and-so’s Uber when I know they’re never going to pay me back? If this sounds like a familiar scenario,...Read More
Welcome to the shortage economy. As we enter into the third year of the pandemic, COVID has truly turned the world upside down. Well over a million Australians have contracted the virus and the impacts on the economy have been numerous and large. None so much as the shortage economy Australia finds itself in right...Read More
Shaping investments for the future
December 6, 2021Wealth Creation
With significant demographic shifts occurring around the world, one useful approach for investors is to use demographic themes and trends as a compass for future investing. Focusing on companies that will benefit from slow moving, long duration and highly predictable demographic trends can help investors predict areas of future opportunity. There are three main themes...Read More
Investing in volatile times
November 29, 2021Wealth Creation
As Australia emerges from lockdowns in New South Wales, the Australian Capital Territory and Victoria, and the economy recovers from a September quarter contraction, where should investors put their money? Currently cash and bond returns are very low. The local bourse had another weak September – during eight out of the last 11 Septembers the...Read More
Three months ago, if the government and economists were told that the economy would grow by 0.7% during the June quarter, they might have been disappointed. Back then the employment market was picking up pace, big sectors of the economy such as construction and retail were enjoying a government assisted spending boom, and the main...Read More