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29 October 2015

Is a self-managed super fund right for you?

A self-managed super fund (SMSF) is an excellent option for many individuals, particularly for those who prefer to have greater flexibility and control over their investments and financial future. Read more

21 October 2015

How balanced can you expect an Australian investor to be?

Australian investors have a good reason to back locally-listed companies – the company tax paid inside franked dividends counts towards the owner's personal tax liability. If the owner is retired, then the tax paid by the company will be refunded to the shareholder by the ATO. Read more

9 October 2015

Is diversification still appropriate?

Diversification is used by investors to reduce the risk of a portfolio by investing across a variety of asset classes that tend to perform differently in the same environment – this is a split between defensive (e.g. bonds) and growth (e.g. equities) assets. The result is a smoothing of overall returns as poorer performing investments are offset by better performing investments. Read more