Many business owners have an insurance policy to protect against risks such as potential liabilities, fire, theft, employee coverage, plus much more. But there’s another risk to your business that could potentially be more damaging than any other liability – the damage to your business’s sustainability if you were unable to work. Read more
For clients that have elected the “Blend” Australian equity option, we are buying Flight Centre, one of the world's largest travel agency groups and a business consisting of more than 40 brands. It has company owned operations in 14 countries and a corporate travel management network which through licensing agreements with local operators extends to 90 countries. Read more
In just a few months’ time, the Age Pension is set to be cut for many recipients. As announced in last year’s budget, from 1 January 2017 there will be two changes to the pension asset test. Read more
An increasing number of Australians are choosing to live and work overseas, gaining experience in fields such as mining, engineering, healthcare, finance and education. However, an often forgotten part of the expat lifestyle is what to do with current investments in Australia, or how to invest back home in preparation for an eventual return. Read more
While allocating to markets other than an investor’s home country can provide diversification benefits, it also introduces currency risk, with foreign exchange rate volatility potentially having a significant impact on overall returns. Read more
In the financial world, there are often quoted ‘rules of thumb’. A common one is: “If you own your home and have $1 million invested, you’ll be right for retirement.” Read more
For clients that have elected the “Blend” Australian equity option we have purchased Sonic Healthcare, one of the world's largest medical diagnostics companies, providing clinical laboratory and radiology services. Read more
The stock in focus this month is Crown (CWN), a gaming and entertainment company with businesses and investments in Australia and overseas. They own and operate two resorts in Melbourne and Perth, comprising hotels, convention centres and gaming floors. Read more
For clients that have elected the “Blend” option we have purchased Seek (SEK), a global online employment classifieds provider focused on matching jobseekers with employment opportunities, and helping hirers find candidates for advertised roles. Read more