Part 4 – The major benefit of ‘behavioural coaching’.

One important part of a planner’s job, and what adds real value, is being able to keep their clients focused when times are bad. However, this task is often made harder by the media’s apparent need to report things in their worst light. Negative, rather than positive, commentary always seems to be the norm and […]

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The global financial crisis: Behind us but far from over

Ten years ago this month, Lehman Brothers, the fourth-largest US investment bank, filed for bankruptcy protection.

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‘Hefty penalties’ with TRIS payment failures, SMSFs warned

With clients who fail to pay the minimum pension payments for TRISs potentially up for illegal early release and significant penalties, SMSF practitioners have been urged to pay close attention in this area.

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ATO claws back $850m in unpaid SG in FY 17-18

Compliance activities undertaken by the ATO in the 2017-18 financial year saw the ATO raise around $850 million in unpaid super entitlements.

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Market downturns, like this one, are to be expected

It's been awhile since there's been a drop in the markets as sharp, broad and sudden as last week's.

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All the stats you need to see how Australia is going.

            An up-to-date snapshot of Australia's vital statistics.     Please click on the following link to see all this interesting information. The areas covered are: Overview Markets GDP Labour Prices Money Trade Government Business Consumer Housing Taxes Climate   Access all this data here.   tradingeconomics.com  

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Superannuation gender gap narrowing, research shows

Over the past decade, there has been improvement in the number of women holding superannuation accounts and the size of their superannuation balances compared with that of men, according to a research house.

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Retiree self-protection: A volatility-and-downturn ‘bucket’

The latest fall in share prices close to the 10-year anniversary of the global financial crisis (GFC) is likely to prompt more retirees and near-retirees to think about creating a volatility-and-downturn cash bucket.

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Behavioural Coaching

Behavioural coaching is a major component in how a financial planner adds value to your portfolio. Last month’s topic was “How a Financial Planner adds value to a Portfolio?”, a major component being Behavioural coaching. The month before the topic was “The Value a Planner Adds to a Portfolio”. This month the focus is on […]

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Your investment freedom-maker

Given that repeated research has found that a diversified portfolio's asset allocation is responsible for the vast majority of its variations in returns over time, it makes much sense for investors to get it right.

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