News

On our news page, you will find the latest financial news, valuable insights and new ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Investments

Post-Election Outcomes and Considerations

By Andrew Albury
With the uncertainty that comes with the lead up to a Federal Election now softening, now is an ideal time to consider the new avenues of opportunity that may emerge for investors. Adopting a policy of continual observation of the post-election market landscape could be beneficial.

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Navigating 2019 Forum

Recently, we hosted our Navigating 2019 Forum where we heard from David Hudson and Dr Michael Drew. The event took place at The Grove in the CBD. Read on for more information, photos and a summary video from the event.

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Strategies for Retiring in Uncertain Times

By Richard Marsden
After the last decade of economic and asset price growth, it is common for investors to remain optimistic or become complacent and assume the good times will keep rolling...

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Bitcoin: Twelve months later

By Stephen Furness
Last December, Stephen Furness penned an article exploring cryptocurrencies, more specifically Bitcoin. Now, twelve months later, he reflects on how the digital currency market has fared.

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MGD Portfolio Solutions: Commentary on overnight market falls

By Stephen Furness
We have seen some significant falls overnight in the US (around 3%), and the Australian equity market is down today (around 2%).

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10-years on… the balance of greed and fear

By John Barton
Ten years ago, we saw the bankruptcy of global investment bank, Lehman Brothers. In this article, John Barton reflects on the events that unfolded in 2008 and what investors can take away from it.

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2018 Investor Forum

By Stephen Furness
Recently, we hosted our 2018 Investor Forum. The event took place at The Grove in the CBD with a great line up of speakers. Read on for more information, photos and a summary video from the event.

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Understanding The First Home Super Saver Scheme

By Alec Berry
With housing affordability becoming increasingly challenging, many first home buyers are trying to best manage their path to the goal of owning property. To assist with these efforts, starting on 1 July 2017 a new initiative was introduced for Australians looking at getting themselves into the property market.

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Smart money options for the New Year

By Alec Berry
The investment return outlook is relatively subdued for the next five years following a strong post-GFC rally. This means that now might be an ideal time to take advantage of alternative strategies available to you. So, before diving into 2018 and investing in riskier investments in the hope of gaining those higher returns, now is a good time to consider what other options you have on the table.

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Bitcoin: an asset or a currency?

By Stephen Furness
For the past few months, Bitcoin has been the word playing on everyone’s lips. Despite being around for several years now, it has exploded in popularity across the globe. It seems to be everywhere – in the media, on blogs, creeping into everyday conversations. But what is it exactly and is it worth all the hype?

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How much is enough?

By Andrew Albury
Life expectancies are increasing. Interest rates are sitting at historic lows, and look like they’ll stay there for some time yet. Many retirees rely on investment income to fund their retirement years. However, the current low return environment means retirement savings have to stretch further than ever before and the income provided by today’s low yields may not be enough. So how much is enough?

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Comfortable ignorance or an inconvenient truth?

By John Barton
Wealth and health are two topics that many of us flat-out prefer a comfortable level of ignorance compared to the often inconvenient, and sometimes confronting, truth. Most of us tend to avoid, put off and defer the assessments and actions that will actually get us where we want to get. However, getting there will, in most cases, require a level of inconvenience – and many of us simply prefer the comfort of assuming all will be well rather than face a little inconvenience along the way.

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The collapse of Nant Whisky – a cautionary tale for investors

By John Barton
“Investors losing millions of dollars, bar staff taking cash from the till just to get paid and a former cricketer dropping out of a high-profile marketing deal” ... Sounds like the beginnings of a financial catastrophe, doesn’t it? That’s because it is.

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7 things I’d tell my younger self

By John Barton
Hindsight is an incredible thing and what’s more, hindsight brings with it 20/20 vision. When you think about it, of all the people to take advice from, the best person is really you. Or, the ‘older you’ specifically. You know you best.

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Education Bonds: Investing for Children and Grandchildren

By Andrew Proudfoot
Last week, we introduced the concept of an insurance bond for tax-effective saving outside superannuation. We also touched on a unique sub-class of insurance bonds, known as education bonds, which can be used to invest for your child/grandchild’s future in a tax-effective way and to make certain educational expenses tax deductible.

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The next best tax structure outside superannuation

By Andrew Proudfoot
Superannuation has long been hailed as the best tax structure in Australia. However, it isn’t the only long-term investment option available and with the impending legislative changes limiting how much can be entered and invested into super, now is a good time to review the next best option.

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7 ways to kickstart 2017 – and make it your best financial year yet

By John Barton
If there is one thing 2016 taught us, it is that peace of mind is a valuable thing. We are both excited and hopeful for the year to come and have shared 7 tips to help make 2017 your best financial year yet and to help you achieve peace of mind for the year to come, regardless of what events unfold this year.

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