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Issue 38: Australia gained 400,000 new millionaires and it has a lot to do with property!

Now I have your attention, that’s according to the Credit Suisse Research Institute’s Global Wealth Report released in September, now more than a year after the study was conducted. Another factor contributing to the growth in Australian millionaires is from stock market gains, which when added to those of property and other investments saw Australian’s’ average wealth…

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Issue 37: What will be the next big thing in investing?

With many commentators, be they financial journalists, investment managers or perhaps those around the Sunday barbeque predicting the next big thing…  ‘will it be lithium to create batteries for EVs, biotech or ESG investing for social good or the return of small cap companies’… it may be time to reflect on where we are in…

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Issue 36: Are you across all you need to know about your SMSF? I now know I’m not!

Over two days towards the end of July, I attended the SMSF Association’s Technical Summit as both a speaker and exhibitor. The event is conducted for industry professionals; advisers, specialists and those providing support, accountants and administrators to the SMSF sector.  All up there were around 300 attendees, who were provided with two very full…

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Issue 35: Keeping an eye on the big picture can be a challenge, but what about the bigger big picture – what the 2021 Census is telling us

With headlines talking of a volatile and challenging year to the end of June; citing geopolitical tensions in Eastern Europe, rising inflation and interest rates lead to equity markets here in Australia and overseas falling. It’s hard to keep any eye on the big picture that is our investment strategy, let alone the bigger one;…

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Issue 34: Half-year review and what may lay ahead

You do not need me to tell you that financial markets are experiencing ‘interesting times’. From what appeared as a full-on recovery in the economy and positive outcomes for investors late last year and early into the calendar year, we are hearing talk of bear markets and even a possible recession. And of course, those…

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Issue 33: Rising interest rates – one coin, two sides

‘Following the RBA’s decision to raise interest rates yesterday, we will be applying the full increase to all of our deposit and savings accounts immediately’, said no bank ever!  And it probably will be sometime, if not decades before this becomes a true statement. Much, if not most of the commentary following the first rise…

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Issue 32: The value of advice and a trusted adviser – Part 2

This article was initially planned with a working title of “What came from the Federal Budget?’ and while there may have been a collective ‘Phew, nothing unexpected’, for advisers and SMSF industry specialists the reason for the relief may have been different from that of investors and trustees. For investors and SMSF trustees, true, there…

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Issue 31: The value of advice and a trusted adviser – Part 1

Next month following the Easter break, close to 1000 SMSF professionals will gather in Adelaide over two and a half days to attend the SMSF Association National Conference. Those attending will cover the spectrum of the SMSF and investment industry including those that are involved in providing investment and insurance advice, accounting support along with…

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Issue 30: Share market volatility, what’s driving it and is now the time to adjust your SMSF’s investment strategy?

In last month’s article – ‘What will 2022 bring for your SMSF?’, we looked at what may be on the cards for this coming year. No predictions, just a number of observations at a high level. On our list was share market volatility and a range of potential drivers that could see it continue following…