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We have become aware of a great service called Pass the Post which can handle your mail whilst you're away from home. If you're retired (and even if you're not!) and you are going to spend some quality time travelling or if your current job...

01 November, 2012

Finding information you need to prepare tax returns for clients with share portfolios can be quite time consuming, if you don't have the right resources. Macquarie has provided us with a great tool which provides you with information on individual equities – including: Closing prices Details of dividends...

21 October, 2012

Monthly Economic & Investment Market Commentary September 2012 We are going to draw on a couple of research reports for our monthly discussion, including the latest World Economic Outlook from the International Monetary Fund (IMF), the World Bank’s East Asia and Pacific Data Monitor and also a...

10 October, 2012

Monthly Economic & Investment Market Commentary August 2012 In today's world where such a vast amount of information is so readily available, one needs to be vigilant towards succumbing to confirmation bias, that is the tendency to seek out information and sources that support the views you...

12 September, 2012

Quarterly Asset Allocation Update August 2012 In recent weeks we have participated in a number of discussions about the importance of having a clearly articulated investment philosophy, and so we thought it would be useful to start off by restating the philosophy that guides our management...

02 September, 2012

Managing personal cash flow can be a difficult task. Most of us hold multiple accounts, and make dozens of transaction each month. So how do we keep track of it all, and ensure that we have enough lying around to cover the bills? Keeping budgets is...

09 August, 2012