Business Owners

16 11, 2016

Borrowing to invest within your SMSF

By | November 16th, 2016|Business Owners, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

Borrowing to invest within your SMSF   Self Managed Superannuation Funds (SMSFs) open up a whole new world of investment opportunities for your retirement savings, including direct property. But what if you simply don't have enough money in super to buy an asset outright? Traditionally, you may have had to consider borrowing the balance yourself [...]

12 05, 2016

Review Will – What Life Events trigger the need for a review?

By | May 12th, 2016|Asset Protection incl. Legal Services, Business Owners, Financial & Retirement Planning, Legal Services for Asset Protection, Life Events, Life Insurance, Professional Executives, Retirees, Superannuation incl. SMSF|0 Comments

Review Will - What Life Events trigger the need for a review?   Sophie Cohen, Legal Practitioner at Prime Financial Group discusses the life events that triggers the need to review your Will. If you or your family have experienced a major life event, you need to update your will. We recommend you should review [...]

6 05, 2016

Real world examples of local market narrowness as against international exposure

By | May 6th, 2016|Business Owners, Investment Advice, Professional Executives, Retirees|0 Comments

Real world examples of local market narrowness as against international exposure   Jonathan Bayes, Chief Investment Officer, talks about the importance of international assets in an investment portfolio.   The 4 major banks are 28% of the Australian sharemarket, with CBA #1 at 9.5%. When you add in Telstra, the supermarket companies, miners and CSL, [...]

4 05, 2016

Budget 2016: Big changes to super & more

By | May 4th, 2016|Business Owners, Economy, Prime Financial Group, Retirees, Superannuation incl. SMSF|0 Comments

  Budget 2016 Update - Big changes to super & more In the last 24-hours there have been several significant announcements and events that are relevant to investment strategies.   The release of the 2016-2017 Australian Federal Budget last night carried with it many significant proposals, most particularly to taxation & the superannuation system.   [...]

14 04, 2016

International Exposure: Why is it important?

By | April 14th, 2016|Business Owners, Financial & Retirement Planning, Investment Advice, Professional Executives, Retirees|0 Comments

International Exposure: Why is it important?   Jonathan Bayes, Chief Investment Officer at Prime Financial Group, explains why international exposure in an investment portfolio is important, and the advantages international equity exposure brings.   The reality is that markets and economies often operate on different cycles, so having exposure to different economies provides a handy [...]