Life Insurance through Superannuation
Should I use my superannuation account to own my Life (Death) insurance policy? In our article ‘Life Insurance and Superannuation linked’ (published September 2013), we discussed what insurance...
View ArticleInvesting surplus cashflow from minimum pension drawdown
Does your minimum pension drawdown give rise to surplus cashflow? How can I best invest my cash surplus from the minimum pension I draw? This seems to be a question most often arising from self-funding...
View ArticleAdvance – December 2014 Quarterly Outlook with Patrick Farrell
An investment outlook reflecting on the fourth quarter of 21014; and contemplating what that might mean for 2015, economically and from a markets perspective. Whilst past performance is no guarantee of...
View ArticleMarket & Economic Outlook for 2015
Market Outlook It appears that there is a strong consensus amongst forecasters that 2015 will be a year in which volatility will be a recurring theme: and that feature, used judiciously, should be...
View ArticleSourcing funds to invest
When considering accumulating wealth for some future purpose, particularly over the long term (perhaps for a level of financial independence in retirement; estate planning considerations; or...
View ArticleFederal Budget 2015 and its effect on Families
Please note the following announcements were made on Budget night 12 May 2015, these announcements have not yet been passed by the parliament and therefore are not law. Before acting on any of these...
View ArticleFederal Budget 2015 and its effect on Superannuation
Please note the following announcements were made on Budget night 12 May 2015, these announcements have not yet been passed by the parliament and therefore are not law. Before acting on any of these...
View ArticleFederal Budget 2015 and its effect on Taxation
Please note the following announcements were made on Budget night 12 May 2015, these announcements have not yet been passed by the parliament and therefore are not law. Before acting on any of...
View ArticleFederal Budget 2015 and its effect on Retirement
Please note the following announcements were made on Budget night 12 May 2015, these announcements have not yet been passed by the parliament and therefore are not law. Before acting on any of these...
View ArticleYour personal Insurance Philosophy
Do you have a personal insurance philosophy? Do you have an opinion as to the value of insurance (as a risk management strategy)? Do you regularly review both your attitude towards – and the amount of...
View ArticleSMSF Investment Strategy
Investment Strategy generally An SMSF Investment Strategy is as important to the members of an SMSF as it is to any investor, whether in relation to superannuation assets or those outside of the...
View ArticleIdentify loans by their specific purpose
Gearing (borrowing to make) an investment is a popular strategy to improve the wealth of many Australians: investment assets they gear include rental property (residential, commercial, industrial etc),...
View ArticleMarket Outlook 2016
The 2015 backdrop to the market outlook for 2016 – As 2015 drew to a close, we reflected on the disappointments of the year from an investment returns perspective. We then turned our minds toward 2016...
View ArticleTPD Insurance through Superannuation
Should I use my superannuation account to own my TPD insurance policy? In an article we published in September 2013, we discussed what insurance products could be taken through a superannuation account...
View ArticleLife Insurance through Superannuation
Should I use my superannuation account to own my Life (Death) insurance policy? In our article ‘Life Insurance and Superannuation linked’ (published September 2013), we discussed what insurance...
View ArticleInterest Rates Lower for Longer?
Interest rates to stay low for a long time yet Investors and retirees be warned – Interest Rates could remain at low levels for the next decade and possibly longer. At least that’s the base case...
View ArticleBudget Highlights 2015
Please note the following announcements made on 12 May 2015 are the Budget Highlights as we see them. Before acting on any of these announcements please speak to one of the advisers at Continuum...
View ArticleBudget Highlights 2016
Budget Highlights 2016 Budget highlights 2016 provide a reference summary of the Budget proposals made by the Commonwealth government on Tuesday, 3 May 2016. Within a week of that date the Parliament...
View ArticleResidential Property Investment
Residential property investment is popular with Australians: this popularity is based on the ‘urban myths’ that - property prices increase consistently (that ‘you can’t go wrong with bricks and...
View ArticleEconomic and Markets Outlook 2017
Economic and Markets Outlook 2017 Introduction: Formulating an economic and markets outlook 2017 gives us a platform from which to guide our investment philosophy for the year ahead. We share it with...
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