Yearly Archives:

Avoiding Sequencing Risk

Sequencing risk is the risk that the timing and order of the investment return by your client are less favourable which in result means less money for their own retirement. As illustrated below, sequencing risk is amplified when the…

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Property investing and SMSFs

Australians love to invest in property. And what’s not to love? It’s tangible, offers diversification and tax benefits, and can provide you with a good income and strong capital growth. When held in a Super account, investing in property can…

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Ethical Investing

Ethical investing is the practice of using an individual’s ethical principles which is the main filter used for the selection of securities investing. Ethical investing depends on the investor’s views. Ethical investing is occasionally used conversely with socially conscious…

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2021 Market Outlook in Australia

There are a number of reasons for optimism in Australia in 2021. Season factor could potentially slow the spread of the virus as the country has entered the summer period along with the state border control now largely reopened. …

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The Pros and Cons of TTR

Planning and preparation ensures a comfortable retirement. That is why strategic advice on how to optimize your after-tax income and pre-tax income can help you get ahead. Once you have reached preservation age, you can access a portion of…

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