Blog

Sharemarket Tax Facts

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

September Market Commentary

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

August Market Commentary

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

August Quarterly Asset Allocation

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

Cash flow and budgeting tools

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

So what do you invest in?

This is a question I get from clients from time to time. But I think almost all are thinking it but are too polite to ask. It goes like this.. “We have had three meetings, you have put together pages of recommendations and advice – and...