In the Media

http://finance.ninemsn.com.au/newsbusiness/8396547/how-to-decide-if-you-should-invest-in-a-holiday-house The ultimate guide to the pros and cons of holiday home investing, by Margie Sheedy. How many times have you gazed into the window of local real estate agent while on holidays? A break from the grind often lulls us into thinking that a beachside idyll just might be worth investing...

As our industry and profession continues to evolve, I still see a level of consumer trepidation, uncertainty and cynicism about the financial planning industry and the role of a financial adviser. And can we blame them? The long-term investment underperformance following the GFC, the constant government amendments to the superannuation rules,...

VOLATILE sharemarkets and general uncertainty in global conditions are contributing to an increase in the use of annuities. The largest provider of annuities in the Australian market, Challenger, has reported a 56 per cent rise in sales this year and forecasts another 25 per cent rise next year. The word "annuity" was...

SHOULD you consider age when you go to a financial planner? Yours or theirs? Is it a nonsense for a person close to retirement to rely on a person under 30 for advice, and vice versa? http://www.theaustralian.com.au/business/wealth/age-shouldnt-make-a-difference-in-financial-planning/story-e6frgac6-1226167055221 The Australian asked two financial planners at different stages of their careers for their views,...

Getting older is a fact of life. But as your parents age, chances are there will be a rising tide of personal finance issues and life-changing decisions which you'll need to help them wade through. http://finance.ninemsn.com.au/pfmanagingmoney/saving/8304052/ageing-parents-issues "The financial issues people face as they get older generally relate to their decreasing ability to...

Super Living:  Ask the expert: Investment properties and SMSFs MY husband and I are starting our own SMSF. His portion has about $650,000 in it. He has also put a deposit from savings onto an “off the plan” apartment that he will rent out...