News - Professionals

Where There’s a Will There’s a Way!

Are you one of the 50% of Australians that doesn’t have a Will? Too many times people pass away without a...

State of Play – The Focus Shifts to Dividends

Now that the bargains have perhaps been snapped up, time to consider how these companies will look in the short to...

Your Shares: Here Come The Capital Raisings!

Capital Raising at times of market distress always create a conundrum for the retail investor. As I write this, of the...

DIY Super Assessment – Pretty Easy Stuff!

Superannuation is currently topical and it can be daunting, but it doesn’t need to be.  There are a few simple things...

Dragged Out Your Super Statement? We Need To Talk….

With plenty of time on their hands, people are also now looking at their super as a priority.  The opportunity for...

The Pandemic and Early Superannuation Access

Working from home may have its disadvantages, the dog won’t talk back to me (total conversation killer) and the UberEATS leftover...

Your Shares: The Stimulus Isn’t Working!

Massive stimulus packages aren’t a new thing.  You’d be forgiven for thinking that recent Australian packages should have had more of...

Tom Hanks, Toilet Paper, Trump and Travel Bans

Most of my knowledge of 20th century US history comes from knowing all of the words to Billy Joel’s “We Didn’t...

The Power of Compound Returns

Some rules never change and the fundamental rule for long term investors is the power of compound returns.  The above graph...

Your Shares: Coronavirus – The Black Swan?

As I write this, worldwide markets are in the midst of a decent sell-off. The US have erased 2020’s gains in...

The Ethical Conundrum!

With a changing world comes changes in our thinking and inevitably our investing preferences. Wakefield Partners have been receiving more requests...

SMSF Investment Strategy Chaos: What are they and how do they effect you?

What is an Investment Strategy? An investment strategy provides you and other trustees with a framework for making investment decisions.  When...

 

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