A total returns approach to rebalancing
When reviewing your asset allocation for the purpose of rebalancing, consider whether a total returns approach to portfolio construction can help achieve your investment goals.
Categories for Financial Planning News
Risking your retirement
If you're retired or approaching retirement, and dreading the next piece of news that may cause your portfolio to dip, then it might be time to revisit your asset allocation.
Fresh research challenges guidance on SMSF minimum balances
New research shows that ASIC’s emphasis on minimum SMSF balances of $500,000 is “excessively conservative”, with the evidence suggesting that $200,000 may be a more appropriate threshold.
Mistakes to avoid when markets are turbulent
Decisions made in response to short-term events will invariably have negative long-term consequences, so avoid these three common mistakes if you can
State and Federal COVID-19 support — March 2022
The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.
State and Federal Disaster support — March 2022
The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet further national hardships.
Volatile markets underscore importance of discipline
Heightened volatility and market losses early in 2022 emphasize the value for investors of a long- term focus.
Russia/Ukraine: Rising geopolitical risks and portfolio implications
Given the enormity of Russia's decision to invade Ukraine, this note provides a short update on the potential market implications.
Countries with highest life expectancy (1800 – 2099)
In line with our ongoing theme of videos concerning global trends and statistics, this video looks at life expectancy over two hundred years.
ATO releases new guidelines to combat identity theft
ATO and the Tax Practitioners Board have developed new client verification guidelines for tax practitioners, with criminals using increasingly sophisticated attempts to steal taxpayer identities
