Library

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

SMSF direct property rent relief measures

By Brad Hoffman
The unfolding health, economic and financial crises triggered by Coronavirus (COVID-19) has resulted in increased levels of unemployment and widespread income reduction, a phenomenon which has prompted many tenants to seek assistance from landlords.

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(Video) The human side of crisis management

On Tuesday, 21 April 2020, we hosted our webinar, "The Human Side of Crisis Management: Helping you support your employees in times of crisis". In the webinar, our presenters, thought leaders in their own fields, shared their insights into how human resource leaders and executives can make a meaningful difference to how their staff cope with financial stress.

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(Video) MGD Investment Forum

Our MGD Investment Forum videocast features presentations from each of the investment specialists that were scheduled to speak at our April MGD Sydney Investment Forum, which we sadly had to cancel in light of the current health crisis. In the videocast, they each speak to their investment views and methodologies in the context of these challenging circumstances.

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Economic response to the coronavirus

The Australian Government has begun rolling out a considerable fiscal stimulus package in an effort to support and assist those individuals and businesses that have been negatively impacted by the unfolding Coronavirus (COVID-19) crises. We have collated the key measures announced and will continue to update this as further announcements are made.

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COVID-19: Implications for life risk insurance policies

By Andrew Proudfoot
Coronavirus (COVID-19) has triggered a public health crisis and a deepening financial crisis. It has also given rise to several implications for Australian Life Risk Insurance. In light of this, it is important that you understand the developments and how they impact life risk insurance policies going forward.

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(Video) Seeking safe passage

On Wednesday 1 April 2020, we hosted our webinar, "Seeking Safe Passage: Personal Financial Strategies for Times of Crisis" where Dr Michael E. Drew and Richard Marsden shared their expertise, thoughts and views on what investors and retirees are facing in the unfolding crises triggered by the global Coronavirus (COVID-19) pandemic. If you missed it, you can view the recording here.

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COVID–19: Dealing with uncertainty and ongoing financial implications

By John Barton
We’re all becoming accustomed to our daily (perhaps hourly) Coronavirus (COVID-19) updates. As we come to terms with the human and economic dimensions of this infection, and the increased uncertainty inherent in the situation, it is no surprise that we see a range of impacts in the real economy and financial markets.

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Significant income protection changes on the horizon

By Andrew Proudfoot
Out of concern for the sustainability of the income protection market, the insurance regulator, APRA, is intervening to change the way income protection policies are offered in Australia. Read on to find out what this means for you.

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Investment fundamentals 102

By Rachel Barlow
This article is the second instalment in a series we have developed on investment fundamentals. Taken into consideration when planning one's approach to investing, these principles can help establish a strategy that accounts for personal preferences, financial situation and ideal investment outcomes.

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Time for a change?

By John Barton
Often referred to as the lucky country, Australia has long enjoyed the comfort of decades of sustained economic growth. This situation has facilitated the development of simple yet effective approaches to investment...

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Merry Christmas from MGD

We will once again be taking a short break over the festive season. Our office will be closed from 12:00 pm Friday 20 December and we will reopen on Thursday 2 January. From all of us at MGD, we wish you and your loved ones a very happy and safe Christmas and we look forward to working with you again in 2020.

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Building a personal balance sheet with purpose: financial freedom and financial resilience

In this article we contend that building a personal balance sheet with a specific understanding of purpose can lead people to financial freedom and increased financial resilience.

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Protecting your digital assets – and legacy

By John Barton
Whilst governments and corporations have fortified their defenses against cyber threats in recent years, most individuals and families remain woefully unprepared and vulnerable. Increasingly, cybersecurity is something most of us should think about every day.

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High profile investment governance experts join MGD

MEDIA RELEASE
Boutique financial services firm MGD has welcomed two highly experienced investment professionals to its expanding Brisbane and Sydney based teams.

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MGD Investor Forum 2019

Recently, we hosted our MGD Investor Forum 2019 where we heard from Sean Hollins from Willis Towers Watson, as well as investment governance specialists, Dr Michael Drew and Dr Adam Walk. The event took place at The Grove in the CBD. Read on for more information, photos and a video overview from the event.

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ATO’s sights set on unreported foreign income

By Ling Dias
The ATO has reminded taxpayers to report all foreign income this tax time or risk facing hefty penalties. This includes but is not limited to income derived from work, investments or family members. The call for accurate reporting comes off the back of recently implemented international data sharing agreements.

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Is your SMSF investment strategy up to date?

By Andrew Albury
The ATO has recently issued notices to close to 18,000 SMSFs flagged as holding 90% or more of their money in just one asset class. The move comes as the ATO renews its focus on SMSF investment strategy requirements, specifically diversification and liquidity risks.

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