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 

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

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →