Private Wealth

Happy New Year???

Financial Goal Setting: Keep your plan on track in 2016 and beyond.

Sonic Healthcare (SHL)

The stock in focus this month is Sonic Healthcare (SHL). In a recent series of presentations focused on demographic factors and how they can impact investing, one sector that has enjoyed ongoing tailwinds from the demographic trends of an aging population and improving technological advancements has been the healthcare sector. Read more

Have a Merry Christmas without Blowing Your Budget

The rules they are a-changin’

The patience of the tortoise is needed to overcome the high frequency trading hare

The listed equity markets are increasingly being dominated by high frequency trading or Robo trading. High frequency trading is where firms and individuals use sophisticated computer algorithms to trade financial markets based on high speed, high turnover and high order-to-trade ratios. Read more

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

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

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