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

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

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

Sharemarket Volatility

Can you handle the truth?? There have been some amazing swings on the US Sharemarkets’ Dow Jones Index in the last few weeks.  On some days the market has been close to 1,000 pts (approx. 4%) down during a daily trading session. Obviously, the Australian Stock Exchange behaviour tends to mirror what is happening overseas […] Read More