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Dan’s Corner

August 24th, 2016
Alternative Assets.... A vital piece of the Investment Puzzle by Daniel Martinez

Read Daniel’s most recent contribution to the Australian Financial Review by clicking on the article below… http://www.afr.com/news/special-reports/smsf-trustees-warming-to-commercial-property-and-infrastructure-20160719-gq8rr7 

August 24th, 2016
Find out what Daniel had to say in the Australian Financial Review (AFR)

Click on the following link to read Daniel’s comment in the Australian Financial Review regarding SMSFs. http://www.afr.com/news/special-reports/smsfs-hold-back-contributions-until-federal-government-decides-policy-20160718-gq8lx0

May 12th, 2015
There’s no place like the home loan by Daniel Martinez

If you’ve got a mortgage and you’re wondering where to invest some money then the answer could be right under your nose. How about ‘investing’ in the mortgage. Ok, so investing in the mortgage doesn’t make a great BBQ story … Continue reading

November 18th, 2014
What's our choice? Individual vs corporate trustees by Daniel Martinez

Every trust must have a trustee.  The same rule applies to self managed super funds (SMSF).  The decision you need to make is whether you have individual trustees or a corporate trustee.    By ‘individual’ trustee I mean you have a … Continue reading

September 19th, 2014
Property spruikers signal overheating market by Daniel Martinez

I am a big fan of owning direct property in one’s investment portfolio. However, property is such a clunky asset that the timing of your purchase needs to be right. There is a lot of talk about at the moment … Continue reading

August 21st, 2014
Start early to reap compound interest benefits by Daniel Martinez

Hi there, I reckon one of the wonders of the investment world is the power of compound interest. But what is it and why is it so powerful? Compound interest is simply the concept of earning income on income. You … Continue reading

July 22nd, 2014
One swallow does not a summer make by Daniel Martinez

Recently, I was having a look at the best and worst performing Australian share managers last financial year (i.e. FY 2013/14) Firstly the facts: The manager that topped the list came in 120th in FY 2012/13. The managers that came … Continue reading

June 25th, 2014
Size does matter by Daniel Martinez

People often assume that the bigger something is the safer and better it is.  In the managed funds industry bigger is not always better.  So much so that some of Australia’s best known fund managers are choosing to close their … Continue reading

May 20th, 2014
ASX launches mFunds by Daniel Martinez

A problem with a lot of SMSF investors is the lack of diversification in their investment portfolios.  This is probably because SMSF investors tend to own assets that can be traded via exchanges (eg the ASX).  For this reason they … Continue reading

March 11th, 2014
PIIGS do fly when it comes to stock gains by Daniel Martinez

Last week I posted a blog where my key message was to keep investing even when things look grim. Well, here’s another little anecdote that supports this approach. Some of you may have heard of the acronym ‘PIIGS’.   The acronym … Continue reading

February 14th, 2014
Stay ahead of the game by Daniel Martinez

A survey of Australians who manage their own super indicates the demand for offshore assets is rising. Investment Trends’ Certitude Global Investing Intentions Index rose 3 per cent to 182 in January. The result signals the strongest demand for international assets … Continue reading

January 13th, 2014
Is Negative Gearing Set To Go? By Daniel Martinez

Happy New Year Investing through super is one of the most effective structures to build long term wealth.  Quite often, when espousing the virtues of superannuation to prospective clients they  retort ….‘I don’t trust super’. It’s unfortunate that people feel … Continue reading

November 21st, 2013
Defence a diversification must bt Daniel Martinez

When share markets are performing well investors don’t seem to care too much about  protecting their portfolio.  For those that do, the defence strategy does not venture too much further than having an allocation to cash.  Fixed income can be … Continue reading

October 15th, 2013
SMSF Property Pitfalls by Daniel Martinez

Australians love property. You can understand why when fortunes have been made through decades of rising prices. But beware….this enduring love affair has a dark side that is making regulators and lenders very nervous. This great romance is now leaving … Continue reading

August 21st, 2013
SMSF Supervisory Levy by Daniel Martinez

In the past, the ATO supervisory levy is not a cost I would have paid a lot of attention to when advising clients on the costs of setting up and running a self managed super fund (SMSF).  I might need … Continue reading

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