With the Australian share market near record highs, some people may feel reluctant to invest and prefer instead to wait until the outlook feels more certain. However the difficulty with this strategy is that there is generally an opportunity cost of not being invested, and no one has come up [Read More]
Here we share timeless papers on investment fundamentals, wealth management expertise, opinions, news, as well as occasions we’re profiled in the media.
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges. Buyers and sellers in markets are generally motivated to trade by some sort news or analysis – be it economic data, stock research, or their own hunch or preference. In [Read More]
With the election only a few days away, many of our clients have expressed confusion about the potential impact of a Shorten Labor Government. We’ve taken the time to explain some of Labor’s key tax reform proposals; identifying who will be the winners and losers, plus some of the potentially [Read More]
We are pleased to announce the opening of our new offices in the Sydney CBD – Suite 2.14, 165-167 Phillip Street. This new location represents our fourth office, with existing offices in Mosman, Orange, Walcha, and now the Sydney CBD. Featuring state-of-the-art facilities, the new location in the Sydney CBD [Read More]
Last month saw the ten-year anniversary of the Lehman collapse come and go. This is notable, as the collapse of Lehman was the tipping point of the financial crisis of 2008 and heralded a new economic era. An era where interest rates in the Western World would remain close to [Read More]
Even before an interim report has been issued by Commissioner Hayne, major changes to the financial planning landscape are already being announced. Three of the four major players (ANZ, CBA and NAB) have initiated (or in ANZ’s case completed) the spin out of their financial products businesses to create (in [Read More]
When the major superannuation changes came into law in 2017, most of the focus was on the $1.6M transfer balance cap for pension members. However, one significant change that may not necessarily hurt too many people on the cusp of retirement but will affect younger “wealth accumulators”, is the reduction [Read More]
The fundamental structure of the advice industry in Australia has been flawed, pretty much since its inception. The dishonest advice practices that are being uncovered daily by the Royal Commission are entirely the product of a deeply flawed industry structure. Over half of financial planners today are employed or licensed [Read More]
Story by Bridget Carter. Published in The Deal by The Australian, in association with Barron’s. July 21st, 2017. Read the article as it was published in print by downloading it via this link, or read below for the excerpt about Mark. Mark Minchin was working in the private wealth [Read More]
In The Media
Australian Financial Review July 25, 2019 Hasten slowly on tax restructuring
ABC Regional Radio April 23, 2019
ABC Regional Radio February 20, 2019
Australian Financial Review February 05, 2019 Market timing is a mugs game
Australian Financial Review January 30, 2019 2018 Recap and fearless 2019 Predictions
ABC Regional Radio January 29, 2019
Australian Financial Review January 21, 2019 Global pullback versus Santa Rally – unstoppable force meets immovable object?
ABC Regional Radio December 07, 2018
Australian Financial Review December 03, 2018 The Correction we had to have?
ABC Regional Radio November 11, 2018