Tax

Seeking the Truth about the Mythical Accountant

27 Oct , 2014  

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Accountants aren’t fictitious creatures, but the misconceptions surrounding them are so exaggerated and enduring that they have created a near-mythical image of them. Let’s get those “accountant” adjectives out of the way:  nerdy, BORRRRRRINNNNNGGGG, quiet, old-fashioned, math geniuses, bean counters, men-in-grey-suits, introverted, unimaginative, tax experts, not athletic, etc.  You can probably think of more derisive descriptions and other […]

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Portfolio Management,Shares

Building A Share Portfolio For Yield

25 Oct , 2014  

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This video is all about the focus on Yield in building a share portfolio. We look at how building a diverse equity portfolio for yield uses similar rules as constructing any diversified portfolio. Many factors need to be taken into account not the least of which is the size and quality of each company. This is […]

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Cashflow & Budgeting,Investing,Personal Finance,Property

Home Buying 101 for Your Children

22 Oct , 2014  

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This is a brief tutorial to help parents prepare their children to purchase their first homes. Did you notice there is no mention of helping the children to buy their homes? That’s because this article focuses on some basic financial “life lessons” that you can share with your children to help them prepare to buy their own homes. […]

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Personal Finance

Choosing Your Future Financial Planner

16 Oct , 2014  

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An introductory meeting with a financial planner is all about questions.  The planner will ask you questions, and you should have a number of questions to ask the planner.  In fact, you will be interviewing the planner. First Impressions Your prospective financial planner will most likely be asking questions to gain insight as to the […]

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Cashflow & Budgeting,Investing,Personal Finance,Portfolio Management,Property

Smart Planning and Smart Choices for Investment Properties

7 Oct , 2014  

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Many Australians view owning rental property as a logical entrée to investing.  It certainly can be a good start, or part of an ongoing investment program. Investing in property is often considered a “safe haven”, especially when compared with the more volatile stock market and other investments.  But buying a property (in theory, just like buying […]

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Personal Finance,Personal Insurance,Retirement,Superannuation

Life Insurance Through Superannuation

4 Oct , 2014  

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Did you know that your employer’s default fund must offer a minimum level of Life Insurance? There are benefits to having insurance cover in super but it’s important to be aware of the detail. We look at how super funds typically have three types of insurance for members, the sort of conditions, to expect and […]

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Personal Finance

How To Choose The Right Financial Planner

2 Oct , 2014  

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Can working with a financial planner be a good investment for you?  People seek the guidance of a financial planner for various reasons – to help them maximise retirement funds, assess their current financial situation, create a management plan for a large inheritance or to plan for the financial future based on a recent major life […]

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