How death makes partners poorer

Category Archives: Investments

How death makes partners poorer

DYING is bad for your health, and can also do some unpleasant things to your family’s wealth. While the impact of an unexpected death for young families is obvious, older Australians can also suffer financially on several fronts when their partner dies. Knowing the rules, and how to work around them, is the key to leaving as much money as possible for loved ones. Death […] Read More >

Investing for Children

Investing in Children

When putting away money for a child, many people invest directly in the child’s name or on behalf of the child using managed funds or other options where the investment is held in the adult’s name ‘as trustee for’ the child. This usually results in the creation of an informal trust arrangement. When making a […] Read More >

Time and Patience is key to Successful Investing

Time and Patience is key to Successful Investing There’s no doubt that time seems to be a commodity that we all think is in short supply. This almost seems absurd when you consider how we’ve progressed as a society that enjoys virtually limitless access to so many time-saving services and products. Unfortunately, the disadvantage of […] Read More >

Why Active Investment Management is a Zero Sum Game

There have been some negative headlines in the press recently criticising investment fund managers of underperforming their relevant benchmarks.  These results were highlighted in the most recent S&P Global annual scorecard which tracks the performance of almost 1,000 actively managed funds versus their benchmark index.  An index is simply a way of tracking a number […] Read More >

3 Key Steps to Successful Investing

The value of saving

The process of investing money can be quite tricky. There are many different markets and options to choose from, which can make it quite overwhelming for most. Before a single dollar is invested it is important to know the purpose of the investment other than to “make money”. Identify your timeframe A good starting point is […] Read More >

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