Bonds, inflation and your investments
The recent sharp rise in bond rates may not be a big topic of conversation around the Sunday...
23 April, 2021
Blog
Why is the share market going up when the economy is struggling
I’ve been getting this question a lot lately. It is a very good question. You would expect that the earnings of the underlying companies which make up the share market would be highly correlated to the state of the economy. Admittedly, the share market is still...
11 August, 2020
10 September, 2019
Public Ancillary Funds – a great way to give
A public ancillary fund is a structure that allows a planned approach to charitable giving. A tax deduction is available in the year of the donation, while the giving to charities can be spread over subsequent years as an ongoing philanthropic process. The benefits of public...
02 June, 2019
Why your accountant and financial planner need to get on
In over 15 years as a financial planner, I have always made sure that I collaborate with my clients’ accountant when providing financial advice. Your financial planner and accountant don’t need to be in love and they certainly don’t need to be part of the same...
08 April, 2018
Why Investors should reconsider principal and interest loans
Interest only loans have been the most popular type of loans for people buying investment properties because you get a tax deduction for the interest, and you maintain your negative gearing. But in the last year or so the banks have increased the rates on...
20 February, 2018