News - Professionals
Where There’s a Will There’s a Way!
May 2020 - by Lynette Anderson
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
May 2020 - by Scott Keeley
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!
April 2020 - by Scott Keeley
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!
April 2020 - by Wakefield Partners
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….
April 2020 - by Wakefield Partners
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
March 2020 - by Wakefield Partners
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!
March 2020 - by Scott Keeley
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
March 2020 - by Scott Keeley
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
February 2020 - by Lynette Anderson
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?
February 2020 - by Scott Keeley
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!
February 2020 - by Wakefield Partners
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?
October 2019 - by Wakefield Partners
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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