FINANCIAL YEAR 2017: REPORTING SEASON INSIGHTS AND IMPLICATIONS This extract has been drawn from the article produced on 20th September 2017, by Roy Maslen, Chief Investment Officer—Australian Equities, AllianceBernstein Q: Commonwealth Bank of Australia (CBA) and Telstra (TLS) captured a lot of attention this reporting season. What are your thoughts on them, and do they […]

On Tuesday night, the 2017-2018 Federal Budget was released. It included a number of measures that the government hopes will address the issue of housing affordability. One of the measures that sparked the most interest from the media was in relation to the ‘First-Home Super Saver Scheme’ allowing first-home buyers to receive early access to […]

“How do I generate my required return in a low return, high volatility world?” While a lot of investors are currently dealing with the same question, there are some big differences in their responses. Some fall victim to the ‘cycle of investor emotions’, becoming hostage to their ‘lizard brain’ where fight and flight responses either […]

The year has all but come to an end and the lazy afternoons of summer holidays are calling. But it can be hard to put your feet up if your financial affairs aren’t in order, or if you know that there are matters that still need your attention. To help you address this and ensure […]

Did you make any New Year Resolutions last January? Did you break them? The more common resolutions are to lose weight, get fit, reduce debt, or save more money. People have been making New Year Resolutions since the time of ancient Rome. The Julian calendar (45BC) chose January 1 as the start of the New […]

Gearing is simply another term for borrowing to invest. While we may not enjoy being in debt, not all debt is bad. In fact, it can be a powerful tool used to build wealth and to enhance your investment performance. Many of us have borrowed at one time or another for our larger purchases, like […]

For the quarter ending March 2015, financial market conditions seemed “not too hot, not too cold, but just right” for equities. Interest rates remain very low, inflation is low and growth is expected to remain moderate. Investors also pondered what could go wrong and identified the key risks as ‘inflation surprise’, ‘deflation grind’ or something […]

This update is the final instalment of our three part series which aims to provide you with an insight into what strategies you may wish to consider in the lead up to the 2015 end of financial year (EoFY). A lot of people leave their preparation until it is too late and even though you […]

A lot of people leave their preparation for the end of the financial year until it is too late. If you feel that your finances could do with a shake-up before June 30, there are many tax-effective strategies that you and your financial planner can implement now to ensure that the end of June runs […]

A lot of people leave their preparation for the end of the financial year until it is too late. If you feel that your finances could do with a shake-up before June 30, there are many tax-effective strategies that you and your financial planner can implement now to ensure that the end of June runs […]