Wealth Creation

Happy EOFYs… Happy EOFYs…

With the Foxtel EOFY’s ads in full swing again we must be getting close to end of financial year which is the time to get things in place to manage your wealth before 30 June comes and goes. My top 5 tips for end of financial year this year are:

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Market Expectations for 2011

My inbox has been filled with various reports and expectations of what might happen as a result of the floods around the country and their impact on the share markets.  He is my adaptation of what has come across my desk from the research analysts at Macquarie Equities, Goldman Sachs and ...

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Experts Top Money Tips for 2011

This month Scott Malcolm had a cameo appearance in The Age and The Sydney Morning Herald Money Blog.

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Impact of New Federal Government

The re-election of a minority Australian Labor Party (ALP) will have a number of consequences for our money. These is a summary of the election and policy promises which may be amended or rubbished as a result of the minority government being formed. Taxation

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Exchange Traded Funds.. an index listed on the market

From a portfolio construction perspective having Core portfolio exposure into a market sector which is not actively managed can be a good way to position your portfolio to take advantage of market movements.  You can then make strategic positions into specific companies or sectors of the market ...

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Debt Recycyling

For many of us, owning a home is only possible with the financial challenge of repaying a large mortgage. The focus is on cash flow and reducing the loan as quickly as possible. Wealth creation plans are left until ‘later in life’ this leaves little time to benefit from the ...

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Margin Lending Back In Favour

At the height of the downturn in the Global Financial Crisis and in the months following Margin Lending received a battering in the media. The reason behind the bad press was questionable lending practices and lack of service from some providers and advisers, who when the market turned down ...

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Borrowing Money to Invest

Borrowing to invest has previously been a good way in the past to use someone else’s money to make money, and receive the associated deductions through your tax return. The last 18 months however has caused a lot of pain for some leveraged investors as the market downturn has been ...

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