With interest rates close to zero, should you still invest in fixed interest?
In the past, portfolio theory was fairly simple. To work out how much you should allocate to growth-based assets, you simply used the following formula:
Are your super fund’s directors acting in your best interest?
Members of superannuation funds aren’t entitled to vote on who the directors are. In fact, as a member, do you have a say on anything
How to beat regulators on the $1.6 million cap limit on superannuation
If you have more than $1.6 million in super, presently you might find that you are unable to make any further after-tax contributions (non-concessional contributions)
How to beat Labor’s proposed changes to the franking policy and stick it to the man!
The media has been a flurry recently about Labor’s proposed changes to franking credits. There has been public outrage over this, and the sad reality
How can I tell if my super fund provider is in financial difficulty?
I recently reviewed Media Super’s Annual Report after reading a media article that reported them purchasing a 429-year-old violin as an investment. I thought this
Bestsellers on retirement or investment planning: fiction or non-fiction?
A few years back, I attended an executive course run by University of Nebraska, Omaha. It took place just prior to the annual general meeting
AJ Radio – Special Edition on Insights from CFA Annual Conference New York 2018
Hear Shaun’s insights on how effective company acquisitions are, what can we expect from the trade war between US & China, how to spot a recession, and lots more.