Senator John Williams pushes ASIC crackdown on SMSF property spruikers

Real estate agents who encourage people to set up a self-managed super fund so they can borrow to buy investment properties are expected to face increased scrutiny for breaking the law. Read more

Brisbane Investors: Review Your Goals for the New Financial Year

Earlier this year we reported a noticeable upsurge in enquiry from Brisbane residents and business owners seeking the advice of qualified financial planners. This enquiry level continued throughout the year with investment advice being sought by a multi-faceted client base, each with unique financial circumstances and situations. Read more

the fundamentals of retirement planning

Self managed super fund’s build greater retirement confidence

Recent research from the Self Managed Super Fund (SMSF) Association and National Australia Bank (NAB) Trade, entitled Intimate with SMSFs is an illuminating insight into the operation of Australia’s half a million plus SMSFs. Read more

The winners and losers of inflation

So what is inflation? It refers to the increase in the price of goods or services over time, in other words the loss of real value per unit of money. Read more

Things to do before 30 June

With the end of the financial year upon us, it is a good time to review your situation prior to 30 June. Read further for some common items for you to consider. Read more

Bank Capital Requirements

There has been plenty of press recently around the potential impact of changes to the rules around how much capital our banks are required to hold. But why is the amount of capital held important, and what are the possible impacts from changes to the rules? Read more

Fortescue (FMG) - Caught Between A Red Rock And A Hard Place

The stock in focus this month is Fortescue (FMG). When constructing portfolios and looking specifically at individual stock selection, the stocks that we don’t own can have just as much impact on performance as the ones we do own. Read more

Alert: ATO letter on de-registering SMSFs

Have you received a letter titled 'Your SMSF's registration may be cancelled' from the ATO? It has come to our attention recently that the ATO is sending out letters to SMSFs established in the last few years. Read more

Purchase of Oil Search

Across client portfolios that have elected the ‘Blend’ Australian equity option we have bought Oil Search (OSH), with the purchase funded by the sale of Insurance Australia Group (IAG). Read more

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