Blog

29 07, 2019

Weekly Market Update (Issue 558) – 29 July 2019

By | 2019-07-29T17:29:57+10:00 July 29th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Rio Tinto (RIO), RESMED (RMD), Macquarie Bank (MQG), IOOF (IFL), Mineral Resources (MIN), Latrobe 12-month term account Key market themes Earnings season has begun in the U.S > thus far it has been a mixed bag with general industrials seeing a clouded outlook and those exposed to technology and the future [...]

29 07, 2019

Prime SMA Performance Summary – June 2019

By | 2019-07-29T12:42:52+10:00 July 29th, 2019|Active Management Performance|0 Comments

Portfolio Objective To achieve capital growth with moderate tax-effective income via franked dividends through investment in listed Australian securities. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity. These securities are expected to deliver an above-market average income yield, together with a relatively moderate level [...]

25 07, 2019

Case Study: Meet Jill & Ben, aged 52 & 54

By | 2019-07-26T13:24:36+10:00 July 25th, 2019|Superannuation incl. SMSF|0 Comments

Like many other baby boomers, Jill and Ben are the beneficiaries of their parent’s estate. Jill (aged 52) and Ben (aged 54) have recently inherited a total amount of $2 million. After paying off the balance of their mortgage, Jill and Ben have $1.5 million to invest. Their Accountant indicates a Self Managed Super Fund [...]

22 07, 2019

Weekly Market Update (Issue 557) – 22 July 2019

By | 2019-07-22T13:31:52+10:00 July 22nd, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week SEEK (SEK), National Australia Bank (NAB), Oil Search (OSH) Key market themes Earnings season has begun in the U.S > thus far it has been a mixed bag with general industrials seeing a clouded outlook and those exposed to technology and the future of 5G deployment more optimistic Reach for yield [...]