Here we share timeless papers on investment fundamentals, wealth management expertise, opinions, news, as well as occasions we’re profiled in the media.
SMSFs have long liked listed investment companies. But given the trend for them to trade below their net tangible asset value, there may be better options. Read the full article on the Financial Review website here.
While the transfer balance cap is top of mind for most people, getting more into your retirement fund hinges on being across another important benchmark. Read More
While those with mortgages were celebrating another interest rate cut, self-managed superannuation fund (SMSF) retirees are now staring down the barrel of cash rates below the rate of inflation. Read more
Charlie Perkins and ABC’s Kristy Reading talk Brexit, Trump and the local elections together with tax implications.
In The Media
ABC Regional Radio March 02, 2020
ABC Regional Radio February 04, 2020
Australian Financial Review January 29, 2020 Finance Roundup – “Nervous rallies and pullbacks versus corrections”
ABC Regional Radio December 11, 2019
ABC Regional Radio October 15, 2019
ABC Regional Radio September 26, 2019
Australian Financial Review August 13, 2019 Retirees will scream blue murder in a crash
Australian Financial Review July 25, 2019 When SMSFs should think about industry funds
The Australian Financial Review July 16, 2019 Hasten slowly on tax restructuring
ABC Regional Radio April 23, 2019