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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

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...

09 August, 2012

Monthly Economic & Investment Market Commentary July 2012 There is a fierce debate happening in many parts of the world about the appropriate role of government, including the types of activities and their scale. Of course it is a debate that is impossible to have without discussing...

09 August, 2012

Monthly Economic & Investment Market Commentary June 2012 We are now five years on from the announcement by investment bank Bear Stearns that redemptions on two of its hedge funds were frozen, and that there was “very little value”(1) remaining for investors. Shares in Bear Stearns fell...

11 July, 2012

Did you know that the tax deductible superannuation contributions cap of $50,000, including salary sacrifice amounts, if you are 50 or older will stop on 30 June 2012? From 1 July 2012, the cap will be limited to $25,000 regardless of your age and any excess...

28 June, 2012