Financial Planning articles
Advantages and Tips in Investing in a Listed Investment Company
Listed Investment Vehicles (LICs) make up a good portion of the managed funds you can trade in the ASX. Around 100 LICs are listed in the ASX, amounting to a combined valuation of at least $30 billion.
LICs usually fall into one of the following investment categories, depending on what their...
Advantages and Disadvantages of Property Investment
Buying a property and then converting it into an income-generating investment is a popular practice in Australia. Many see it as an easy way to get additional income since all you need to do is execute the ‘buy and hold’ strategy. That’s not necessarily the case, though. There are several...
Working with Overseas Clients as a Financial Planner
With the plethora of messaging apps that can connect you with anyone from any part of the world, there’s really no excuse to not get in touch with your clients. Technology has eliminated the communication barriers that used to hinder people from talking with others from overseas.
So, is it possible...
How is Australia’s Balance of Payments Doing?
The Balance of Payments (BOP) is a report that summarizes the transactions that transpired between Australia and the rest of the world. It is a reporting system that contains consolidated accounts where many other financial reports can be broken down and derived. This is generated quarterly by the Australian Bureau...
The Relationship between Bonds and Listed Property Trusts
The Australian economy is reflecting the events in the global stage as investors shift towards safer but lower-yielding bonds over high-risk, high-yielding property trusts. The sentiment of foreign investors is affected by the political and economic row happening between the U.S. and China.
The yield on the 10-year government bonds has...
How the New Child Care Benefits Work
The new Child Care Subsidy (CCS) took effect last July 2, 2018, replacing the Child Care Benefit and Child Care Rebate programs. This new system intends to increase the subsidy given to those on the lower income brackets and make it easier for families to gain access to childcare services....
How to buy 7 banks using only 1 stock on the ASX
Banks are some of the most stable and reliable businesses out there. They’re heavily regulated by government laws and they undergo strict security procedures in order to continue their operations. These are the reasons why many investors keep bank stocks in their portfolio.
What if you want to heavily invest in...
How to Buy Warren Buffet’s Berkshire Hathaway in Australia
Are you looking to invest in a company with solid financials? Something that has been gaining momentum since it started and has still room for growth in years to come. It’s possible that one of your candidates is Berkshire Hathaway – Warren Buffet’s famous baby.
Read on to know more about...
Should I invest in derivatives? What are they?
Derivatives sound like a complicated term used only by mathematicians and market analysts. Little did we know that we’re already dealing with some form of derivatives in our daily transactions.
What Are Derivatives?
A derivative is a form of contract which represents a trade of assets between two or more parties. The...Innovation grants in Australia for small business
Do you know that the Australian government allocates millions of dollars to fund start-ups, finance researchers and universities to conduct collaborative studies with companies, and give tax incentives to those who are willing to undertake research tasks for the sake of innovation? In fact, the government has formed several grant...