News - Wakefield Partners

2019/2020 – The Roller Coaster Year!

The Australian Sharemarket (as measured by the ASX200) was down 10.9% in 2019/2020.  While a large drop like this is never...

Common Myths about Aged Care Fees

What a minefield the aged care sector can be for families who are considering this for a loved one! There is...

Sceptical About Investing Ethically?

Think that investing in ethical companies won’t make a difference, is a thing of the future, or a bit airy fairy?...

What’s New at Wakefield Partners – Winter 2020

Well, what an interesting 12 weeks it has been! When we wrote the last one of these at the start of...

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...

Receiving an Income Stream from your super? Read this….

It was announced by the Federal Government on the 22nd of March 2020 that the income stream minimum requirements have been...

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...

State of Play – Sharemarket Woes Continue

As I write this, the US is headed for it’s biggest one-day sell off since October 1987.  This is on the...

 

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