WHAT ARE THE SECRETS OF SUCCESSFUL INVESTORS? – Matt Richardson
I thought it would be a good time to put a reminder out about what are the common characteristics of successful investors. None of what I have listed below is rocket science and none of it will be new or a surprise to anyone who reads this. The surprise however, is how often these points […] Read More
Becoming a Better Investor
As you are probably aware many of us at Green Taylor Partners enjoy the philosophy of Scott Phillips, Chief Investment Officer of The Motley Fool. Scott can be read or heard regularly in Nine/Fairfax press, Money magazine, Weekend Sunrise on Channel 7 or on the Triple M – Motley Fool podcasts (which I highly recommend). […] Read More
Tax time is coming! Tips for rental property owners.
As we get ready to kick off the 2019 tax return season, now is a good time to look at some of the things we need to prepare your tax return. Here are some things for rental property owners to consider this tax time. I’ve purchased a property this year, what do I bring? The […] Read More
How will a Labor victory affect your SMSF? A possible plan….
I have recently read an Australian Financial Review opinion piece from John Maroney, the CEO of the SMSF Association, Australia’s premier independent professional body representing the Self-Managed Superannuation Fund (SMSF) industry. The article details how key Labor policies, if elected, will have an impact on SMSFs. Below I have extracted important pieces from the article. […] Read More
Great opportunity or am I getting ripped off?
Today’s blog started with a message on my phone at about 8:15pm on a Tuesday from a friend via Facebook Messenger, “Hi Rohan, just wondering if you have heard of…”. After a quick Google I came up with the results of a Gold Coast based advisory business. Initial alarm bells went off and I fired […] Read More
Can You Keep Your Cool in a Falling Stock Market?
It seemed timely that I recently read another excellent article by Bruce Jackson (formerly of the Motley Fool but now from The Capital Club) in relation to falling and volatile stock markets. This article was written on October 12 2018. In the last few weeks, world markets have experienced some wild swings which naturally tests […] Read More
Retirement – It’s not (just) about the money!
I believe I have written about this topic before, but with the amount of conversations I have been having with many clients and friends on this same subject over the last 12 months, it feels appropriate to raise it again. Retirement usually involves one or a combination of the following: Sale or transfer of a […] Read More
Property Investment Traps for Investors to Avoid
There are always tips and traps to remember when property investing but here are some traps investors should avoid: 1) Lack of Property Maintenance Like any investment, your property and your tenants need to be treated with respect. If your property falls into a state of disrepair this can result in a multitude of problems. […] Read More
Civil Penalties for Trustees of SMSF’s
There are generally 2 types of penalties the ATO can impose on SMSF Trustees for contraventions which have taken place: Administrative Penalties – this is generally for minor breaches of the SIS Act. The ATO will normally request the Trustees to take measures to amend or correct the breach and providing this is done in […] Read More
Don’t give shares to children – Minor Shareholders
Don’t put shares into your children’s names! Over the years (and there have been quite a few!!) I have often been asked by clients about investing money into shares for young children – so as to build up investment balances “over the next 20 years or so”. Whilst the intention is great, there are potential […] Read More