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12 12, 2016

How Will the Government’s Latest Superannuation Changes Affect Your Retirement?

By | December 12th, 2016|Asset Protection incl. Legal Services, Financial & Retirement Planning, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

How Will the Government’s Latest Superannuation Changes Affect Your Retirement? The Superannuation Reform Package, which came into force on November 29th 2016, contains a number of changes that may have a significant impact on your retirement. These new changes will take effect from 1st July 2017 and apply to both your concessional (pre-tax) and your [...]

7 12, 2016

Investment FAQ – What does Capital Liquidity mean?

By | December 7th, 2016|Investment Advice, Uncategorized|0 Comments

Investment FAQ - What does Capital Liquidity mean? Being liquid simply refers to the relative ability to readily turn one’s portfolio into cash. Different asset classes have differing degrees of liquidity. Clearly being ‘liquid’ is an attribute, so it is often the case that less-liquid investments must deliver higher returns to compensate investors for the [...]

7 12, 2016

Investment FAQ – Why does my adviser talk about taking a Long-Term Investment Timeframe?

By | December 7th, 2016|Investment Advice, Uncategorized|0 Comments

Investment FAQ - Why does my adviser talk about taking a Long-Term Investment Timeframe? Investment markets tend to move in cycles, and timing these cycles can be a difficult part of the investment process. By focussing on the longer term, investors can expect to smooth out the volatility of short-term asset price movements. Perhaps even [...]

7 12, 2016

Investment FAQ – Why Do I Need to Know About Asset Allocation and Diversification?

By | December 7th, 2016|Investment Advice, Uncategorized|0 Comments

Investment FAQ - Why Do I Need to Know About Asset Allocation and Diversification?   Like the saying goes, its rarely a good idea to put all of ones eggs in the one basket. Each type of financial asset carries with it its own characteristics of risk and return, and depending on the prevailing economic [...]

7 12, 2016

Investment FAQ – What is a Passive Investment Strategy as opposed to an Active Strategy?

By | December 7th, 2016|Investment Advice, Uncategorized|0 Comments

Investment FAQ - What is a Passive Investment Strategy as opposed to an Active Strategy?   Simply put, a passive strategy is one which aims to achieve the average investment returns of its particular asset class. An example of a passive equity strategy would be an investment that aimed to mirror the ASX200 Australian share-market [...]