Investment Newsletter – March 2014

Director's Perspective By Noel Hucker There’s a great saying about seeing the forest for the trees and it’s easy to fall into this trap when there is so much information and news out there – Russia and Crimea/Ukraine, Chinese production, tapering of the US Federal Reserve’s Quantitative Easing programme, etc. etc. Issues like these have

Investment Newsletter – February 2014

Director's Perspective By Inbam Devadason  Global share markets were down around 5% over the month of January 2014 with concern over slowing Global growth and a natural correction after a strong rally in the 2013 calendar year.  Over the month of February most of these losses have been recouped.  Confidence in the Global recovery has

Federal Budget Newsletter – 2013

Overview The Federal Government has announced that it is no longer able to deliver on its $1.5 billion projected budget surplus in 2013-14. Instead it will deliver a deficit of $18 billion in 2013-14 and look to return the budget to a surplus position by 2015-16 – of $0.8 billion. GDP growth is forecast to

Wills and Structuring Your Estate

Regardless of your age or whether you have accumulated a large or a smaller amount of assets over your life, it is important to have an up-to-date Will. In doing so, you ensure that should you pass away, your assets will be distributed in the way that you would have intended. How a Will works: If

Protecting Your Investments Against Fraud

The Australian Competition and Consumer Commission (ACCC) has reported that over the last few years, thousands of Australians have been the victim of frauds totalling $113 million. Below are several key strategies that you can employ to protect your investments against fraud: 1. Don't speak to cold callers: Many fraudsters will initiate contact with targets through

Australia: On the cusp of the biggest inter-generational transfer of wealth on record

An interesting article in the Australian Financial Review (23/7/11) talks about how wealth will be transferred from the Estates of baby boomers to the younger generation coming up behind them. Baby boomers (the first of whom turned 65 this year), currently own 55% of the country's private wealth (estimated to be well over $1 trillion) and how

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