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Monthly Perspective | October 2018
Geopolitical tensions show no signs of abating as the US and China continue to shun discussions to resolve trade issues causing the International Monetary Fund (IMF) to reduce their growth forecasts for the first time since July 2016.
Australian Market Summary | 12 October 2018
So much to cover, and yet it’s so important to sort the important stuff from the noise. But, some context first.
Australian Market Summary | Friday 5 October 2018
As you all know, we have taken a cautious tone with market exposures since April, believing that many long-term trends will soon end, and that the risk-adjusted returns offered by many investment opportunities might not stack up so favourably under change
Australian Market Summary | Friday 28 September
In the United States, September Consumer Confidence surged to its highest level since the height of the dot-com craze in 2000. That’s worthy context for the genuine strength in US economic activity, but interestingly too, the highs back then coincided wit
It’s Always Been a Matter of (Family) Trust
This is the final instalment in my trusts trilogy. Over the last couple of months we have explored how testamentary trusts and superannuation proceeds trusts integrate with your estate plan.
ASIC Report on SMSF Advice – What does it mean for you?
In June 2018 ASIC issued a report on their review of SMSF set-up advice. You probably heard of it at the time – it was the one that stated that 90% of the advice did not meet regulatory requirements.
SMSF Auditor held liable for SMSF Investment losses?
A judgement released earlier this year from the NSW Court of Appeal has the SMSF industry talking.