(07) 5456 1355

Infocus

The power of compounding

Summary Investors’ decisions – both conscious and subconscious – have an important bearing on their long-term wealth. In this article, we examine the power of compounding. Content Investors’ decisions – both conscious and subconscious – have an important bearing on their long-term wealth. In this article, we examine the power Read more…

Infocus

Good cash flow makes life easier

Summary If you rely on your investments for income, an important aspect of managing your portfolio is cash flow. Correctly structured cash flow is critical, so let’s have a look at what you might need to think about. Content If you rely on your investments for income, an important aspect Read more…

Infocus

Economic Update – May 2019

Summary Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe. Markets hit record highs – US strong economic data – China data impress – Australian jobs hold up We hope you find this month’s Economic Update as informative as Read more…

Infocus

Top Tips for Budgeting

Summary One of the most important steps you can take on the road to financial security is to prepare a sustainable budget beforehand. This will help give you the foundation you need to build an effective financial plan that is realistic, achievable and tailored to your own individual circumstances. Content Read more…

Infocus

Is there more to investing than property?

Summary Many Australians like to invest in property. However, property is not the only investment option out there. It is important to think about diversification – spreading your investments across a range of assets, markets and industries. There’s no question that property can be a great investment, it can provide Read more…

Infocus

The Asset Allocation Decision

Summary One of the first decisions to be made in structuring your investment portfolio is what its asset allocation should be. You need to decide on the types of securities in which you should invest and the percentage of your investment funds to invest in each. Note that this doesn’t Read more…

Infocus

Capital Gains and Capital Losses

Summary If you have a managed fund, sold an investment property or sold shares in Australia anytime over the past three decades, you would have had to declare capital gains on your tax return in the financial year that you sold your assets. Content If you have a managed fund, Read more…

Infocus

Starting a share portfolio

Summary Investing in the stock market is seen by some as a viable alternative to other common investments for many reasons, including a climate of low interest rates and the ease and ubiquity of online stock trading platforms. Like most things, putting money in the stock market is not for Read more…

Infocus

Investing for children

Summary When putting away money for a child, many people invest directly in the child’s name or on behalf of the child using managed funds or other options where the investment is held in the adult’s name ‘as trustee for’ the child. This usually results in the creation of an Read more…