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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…

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Issue 28: Understanding investment product structures (Part 4): Fixed income and alternatives

Over the last three months we have taken a look at investment product structures and how a range of assets classes fit within these, starting at a high level in September with ‘Understanding investment product structures’, in October, which dealt with equities in Part 2, and last month we looked at property assets. This month…

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Issue 27: Understanding investment product structures (Part 3): Property

In our September article on Understanding investment product structures, we started talking about investment product structures at a high level and last month we talked about which type of structure may suit you if you were to invest in an asset class, such as Australian equities, in our article creatively titled ‘Understanding investment product structures…

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Issue 15: How did your SMSF portfolio survive reporting season?

For income investors, a more important question may be; how does my future cash flow stack up now I know more following reporting season? Welcome to our third instalment this financial year and the first following a reporting season telling us a little more about how companies have fared during COVID-19 as they report their…