11 Jan 2018
For much of the past decade these quarterly reviews have contained references to the scourge of market and economic volatility, as we’ve been passing through an unusually disruptive investment and economic era. Thankfully, in 2017 volatility dissipated, (at least temporarily!). This quieter period can be illustrated by...
13 Dec 2017
More and more Australians are living into their 90s and beyond. Those who retired at 60 will have to potentially fund 30 or more years of retirement.
To find out how you can make your retirement years financially secure, read this article written by John Rawling which appeared in The Australian on Tuesday, 12 December 2017.
14 Nov 2017
When Choice of Fund legislation was enacted back in 2015, it’s doubtful that its framers foresaw the wide range of possibilities opened up for most of Australia’s employees. And it is certain that they didn’t envisage a product as uniquely flexible as the Palmer Separately Managed Account that would emerge as an ideal vehicle for employees wanting to exercise their personal superannuation choices … but, now, they can.
11 Oct 2017
For a generation now, investors, regulators and consumers have been dealing with a monumental ‘unwind’ process, that sought to and succeeded in shaking the bane of inflation and high interest rates out of the global economic system. In more recent years these concerted and aggressive acts of governments and central banks have consequently pushed this fix-up barrow too far… So now we head into the another great unwind, the ‘normalisation’ phase where interest rates start to rise and inflation returns. But there’s a problem...
21 Sep 2017
As a personal investor ask yourself just three quick questions: first, do you have more free time now than you had a year
ago? (Odds are you said no.) Second: if you could arrange it – painlessly - would you consider gaining free time to indulge
things more pleasurable than administration? (Odds are you would at least consider it.) Third: if you could outsource
your administrative tasks for less than you are paying now, would you?