Investment Update: January 2020
Returns improved this year, as world stockmarkets bounced back from an ordinary 2018. Let’s look at what helped and what hindered returns. As you may …
Investment Update: October 2019
At the risk of stating the obvious, the numbers show a flat quarter and lacklustre twelve months. Times remain challenging for diversified investment funds with …
It’s only a game, right?
The other day I was challenged to a game of Monopoly by my 12 year-old son, Harry. He’s new to the game and, of course, …
Investment Update: July 2019
Not unusually it was a challenging year in investment circles. A year of two distinct halves. You may recall from the December newsletter that we’d …
Beware the Intolerable Outcome
At the risk of gross understatement, investing is an inexact science. I guess if it was straightforward then we’d all be experts. This piece is …
Investment Update: April 2019
Markets bounced back in the March quarter, so it was a much better time for investors. The “downturn” in the December quarter, that looked like …
Investment Update: January 2019
Happy New Year everyone, best wishes for a safe and prosperous(!) 2019. As far as the prosperous bit is concerned, 2018 turned out to be …
The Proverbial Rainy Day
In this guide the emphasis here is family. And making sure they’re cared for – no matter what. In order to access this important guide, …
How Much Do I Need to Retire?
This guide delves into the age old question and aims to provide some clarity around what we’d all like to know… In order to access …
Doctor Rimmer’s Financial Health Guide
This guide looks at your savings and discusses how best to divide them up among the options you have – giving priority at different ages …
5 Simple Steps to Understanding Super
This guide aims to clear up some common misconceptions about superannuation and to highlight the benefits of the asset we all have, but sometimes don’t …
Investment Update: September 2018
The portfolios started the new financial year in a solid fashion, keeping short and longer term performance well above target. The chart below shows the …
Super Contribution Opportunity
A new superannuation contribution opportunity was introduced this financial year which means that if you haven’t maximised your concessional contribution cap of $25,000, it’s not …
Centrelink Scam alert
No doubt you have seen recently that scams are on the rise, and right now vile crims from all over the world are targeting older …
Centrelink Notifications
It used to be joked, ‘Why don’t public servants look out the window in the morning?’ Answer – ‘Because they’d have nothing to do in …
Investment Update: July 2018
Comment. The year ended on a slow but steady note, with full year returns for each portfolio above their targets, despite the Fund holding above …
Investment Update: April 2018
Recent returns shouldn’t cause too much heartburn, although things got pretty tricky in the March quarter. More on that shortly. While the local stock market …
Scamwatch – An Occasional Series
I know we have written before about the multitude of scams pervading our lives but I’m afraid they are still a big threat. And as …
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