An investment strategy starts with "why"
Whether you're new to the investment game or not, investing without proper planning can lead to poor outcomes.
An investment strategy starts with "why"
Whether you're new to the investment game or not, investing without proper planning can lead to poor outcomes.
Investment update
Despite all the sound and fury we hear in the media about inflation, cost-of-living and other economic woes, the investment landscape is as good as it's ever been.
Investment update
Despite all the sound and fury we hear in the media about inflation, cost-of-living and other economic woes, the investment landscape is as good as it's ever been.
Investment Update
Whether interest rates start to drop or not, the share market's relatively robust at the moment. That's according to investment expert Elio D'Amato, Team Member at Stockopedia Aus & NZ.
Investment Update
Whether interest rates start to drop or not, the share market's relatively robust at the moment. That's according to investment expert Elio D'Amato, Team Member at Stockopedia Aus & NZ. 
Investment Update
An environment of higher inflation has created challenges for listed Australian companies. And that translates to tougher conditions for investors. Elio D’Amato says some industries are doing better than others, and it’s certainly not
Investment Update
An environment of higher inflation has created challenges for listed Australian companies. And that translates to tougher conditions for investors. Elio D’Amato says some industries are doing better than others.
Federal budget – a look at superannuation
Despite no changes to superannuation in this year’s federal Budget, it’s a good opportunity to think about your own super, and to prepare your fund balances to manage tax today and possible future changes.
Sharemarket update
As the economy staggers from worldwide inflation, supply issues, the war in Ukraine and more besides, how is the Aussie stock market behaving? Investment expert Elio D'Amato says despite the turmoil things aren't that bad.
Sharemarket update
As the economy staggers from worldwide inflation, supply issues, the war in Ukraine and more besides, how is the Aussie stock market behaving? Investment expert Elio D'Amato says despite the turmoil things aren't that bad.
Cash rate: where to from here?
They said they wouldn’t, but we all knew they would. So, it didn’t come as a big surprise when the RBA announced its cash rate increase from 0.1% to 0.35%.
Cash rate: where to from here?
They said they wouldn’t, but we all knew they would. So, it didn’t come as a big surprise when the RBA announced its cash rate increase from 0.1% to 0.35%.
Navigating a volatile market
The stock market has seen a woeful start to 2022. In fact, according to Elio D’Amato, founder of consultancy firm Spotee, January was our largest market decline in 40 years.
Navigating a volatile market
The stock market has seen a woeful start to 2022. In fact, according to Elio D’Amato, founder of consultancy firm Spotee, January was our largest market decline in 40 years.
Is property a good investment?
As house prices continue their meteoric rise across the country, is now a good time to invest in property? Whether you’re a first-time investor or more established player, Nic Don of Odyssey Financial says you need to keep your emotions in check.
Is property a good investment?
As house prices continue their meteoric rise across the country, is now a good time to invest in property? Whether you’re a first-time investor or more established player, Nic Don of Odyssey Financial says you need to keep your emotions in check.
Is dual occupancy a smart investment?
If you're looking at alternative ways to grow your investment dollar in property, why not consider dual occupancy?
Is dual occupancy a smart investment?
If you're looking at alternative ways to grow your investment dollar in property, why not consider dual occupancy?
The sharemarket’s recurring all-time highs
When you hear the sharemarket is at an all-time high, is it a good time to hold ’em, fold ’em, walk away or run?
ATO’s spotlight on SMSF transactions
Self-managed super funds have become increasingly popular for Australians in recent years. If you have an SMSF, be careful – the ATO is turning up the regulatory heat.
The sharemarket’s recurring all-time highs
When you hear the sharemarket is at an all-time high, is it a good time to hold ’em, fold ’em, walk away or run?
NSW property tax reform – buyers take note!
NSW property purchasers take heart! If you’re fed up with the onerous transaction costs associated with buying a property, you’ll be interested in moves by the New South Wales government to reform the property tax system.
NSW property tax reform – buyers take note!
NSW property purchasers take heart! If you’re fed up with the onerous transaction costs associated with buying a property, you’ll be interested in moves by the New South Wales government to reform the property tax system.
Opportunities in a hot property market
It’s certainly hot! But is the property market getting too hot to handle – at least for those now losing out because prices have gone bananas? Where are the watchouts as buyers, sellers and investors all search for the best opportunities?
Opportunities in a hot property market
It’s certainly hot! But is the property market getting too hot to handle – at least for those now losing out because prices have gone bananas? Where are the watchouts as buyers, sellers and investors all search for the best opportunities?
Investing in today’s stock market
How are you supposed to make money from your savings in this low interest rate environment? That’s a question many investors have been asking themselves when they look at the measly returns they get from term deposits or money in the bank.
Investing in today’s stock market
How are you supposed to make money from your savings in this low interest rate environment? That’s a question many investors have been asking themselves when they look at the measly returns they get from term deposits or money in the bank.
Sharemarket update
No, the US sharemarket didn’t collapse when Donald Trump left office. In fact it’s been busier than ever, there and here…on top of which we’ve had share price manipulations on a grand scale, take Reddit, for example, and then, there was Silversque
Sharemarket update
No, the US sharemarket didn’t collapse when Donald Trump left office. In fact it’s been busier than ever, there and here…on top of which we’ve had share price manipulations on a grand scale, take Reddit, for example, and then, there was Silversque
Shopping centre leasing wars
Is the tide turning for our major shopping centres, once a magnet for every hip fashionista in town?
Achieving financial autonomy
The idea of flexible working hours - being able to manage kids, family, hobbies etc. sounds pretty good. But how realistic is it really?
Sharemarket behaviour during recessions
What does the past tell us about what’s happening now and into the future? When it comes to investment and the sharemarket, we have to go back almost three decades since the last recession.
Sharemarket behaviour during recessions
What does the past tell us about what’s happening now and into the future? When it comes to investment and the sharemarket, we have to go back almost three decades since the last recession.
Practical steps to save the environment
For some business owners the environment might be the last thing you’re considering as you navigate operations through the pandemic.
Practical steps to save the environment
For some business owners the environment might be the last thing you’re considering as you navigate operations through the pandemic.
Sharemarket update
At the best of times the share market can be a bit of a rollercoaster ride. Add a pandemic like COVID-19 and it can feel like you’re on The Big Dipper and can’t get off.
Sharemarket update
At the best of times the share market can be a bit of a rollercoaster ride. Add a pandemic like COVID-19 and it can feel like you’re on The Big Dipper and can’t get off.
Riding the rocky sharemarket
The sharemarket has become a rocky ride like none of us have experienced before. Do we cling on and hope for the best - or what?
Riding the rocky sharemarket seas
The sharemarket has become a rocky ride like none of us have experienced before. Do we cling on and hope for the best - or what?
Should gold be part of your investment portfolio?
Everyone's talking about the rise and rise of the gold price these days. Is it a reason, though, to buy in?
Spotlight on SMSFs
Very few people predicted that self-managed super funds would comprise such a large segment of superannuation today.
In case of incapacity – what’s your plan?
The sad reality is that illness, accident or old age might strip us of our decision-making capabilities – and that’s an important area of estate planning, especially for those in business with complex tax structures such as companies, trusts and SMSFs
In case of incapacity – what’s your plan?
The sad reality is that illness, accident or old age might strip us of our decision-making capabilities – and that’s an important area of estate planning, especially for those in business with complex tax structures such as companies, trusts and SMSFs
Investing in Listed Property Trusts
There has been a steady rise in interest in listed property trusts – or REITs – since a shakeup in the market following the GFC. Are they worth considering now?
Investing in listed property trusts
There has been a steady rise in interest in listed property trusts – or REITs – since a shakeup in the market following the GFC. Are they worth considering now?
How positive is the property rebound?
A myriad of factors has affected the property market this year. We ask Nerida Conisbee if we're in for a rebound.
Index v. active investing
Picking stocks and timing the sharemarket can be risky - we all know that. An alternative is index investing, which offers encouraging long-term results at low cost.
How positive is the property rebound?
A myriad of factors has affected the property market this year. We ask Nerida Conisbee if we're in for a rebound.
Index v. active investing
Picking stocks and timing the sharemarket can be risky - we all know that. An alternative is index investing, which offers encouraging long-term results at low cost.
The safe use of debt
Debt can be useful to build assets, grow a business or as an investment strategy. But be careful how you use it, warns Steve McKnight.
The safe use of debt
Debt can be useful to build assets, grow a business or as an investment strategy. But be careful how you use it, warns Steve McKnight.
Should gold be part of your investment portfolio?
Everyone's talking about the rise and rise of the gold price these days. Is it a reason, though, to buy in?
Current climate for property investing
If property investing has been flat for a while now, will record low interest rates start boosting the market again? How attractive is it, where?
Current climate for property investing
If property investing has been flat for a while now, will record low interest rates start boosting the market again? How attractive is it, where?
Investing in global emerging markets
A diversified share portfolio is a good way to limit risk – but should you extend that principle to investing in global emerging markets, where opportunities may be immense but where there are definite watchouts?
Investing in global emerging markets
A diversified share portfolio is a good way to limit risk – but should you extend that principle to investing in global emerging markets, where opportunities may be immense but where there are definite watchouts?
Sustainable investing – big emerging trend
Ethical and socially responsible investments are becoming increasingly popular. What are they and are they likely to provide healthy returns?
Sustainable investing – big emerging trend
Ethical and socially responsible investments are becoming increasingly popular. What are they and are they likely to provide healthy returns?
Where to now for financial advisory services?
The final report from the royal commission into banking and financial services has been released. But what does it mean in particular for advisory service firms and their clients?
Managing a rocky sharemarket
Should we expect the ups and downs of last year's sharemarket to continue in 2019? From Elio D'Amato's viewpoint, we're already on the backfoot.
Property market update
Property's a complicated beast at the best of times, but political upheaval certainly doesn't help. What is the current state of property as an investment option and how should you respond in a market under stress?
Sharemarket update October 2018
As the latest reporting season comes to a close, how does the investment market look now and into the near future?
Property market update
Property's a complicated beast at the best of times, but political upheaval certainly doesn't help. What is the current state of property as an investment option and what do you need to know?
Sharemarket update October 2018
As the latest reporting season comes to a close, how does the investment market look now and in the near future?
The full costs of financial advice
It doesn’t seem to matter how much money you get, you're always paying someone else to tell you how to handle it. So, how do you check the value of the advice you receive?
The full costs of financial advice
It doesn’t seem to matter how much money you get, you're always paying someone else to tell you how to handle it. So, how do you check the value of the advice you receive?
Managing market volatility
Day-to-day sharemarket volatility is higher than it's been for a decade – what does that mean for investors?
Managing market volatility
Day-to-day sharemarket volatility is higher than it's been for a decade – what does that mean for investors?
Investment perspectives
As the major banks lose their star appeal in the eye of investors, is it time to sell down and put the money elsewhere?
Sharemarket update January 2018
As we bid farewell to the 2017 investment year – a year with its fair share of twists and turns – what does the 2018 market offer us?
Sharemarket update Christmas 2017
Macro events have provided a sound landscape for investment opportunities.
Sharemarket update December 2017
Macro events have provided a sound landscape for investment opportunities.
Sharemarket Update November 2017
 What can investors do in this quiet period leading up to Christmas? 
Sharemarket update November 2017
What can investors do in this quiet period leading up to Christmas?
Sharemarket update October 2017
A little underwhelming. That's the diagnosis from our regular Stock Doctor on company profits now that the reporting season is well and truly behind us.
Sharemarket update October 2017
A little underwhelming. That's the diagnosis from our regular Stock Doctor on company profits now that the reporting season is well and truly behind us.
Sharemarket update September 2017
How is the sharemarket faring following the latest reporting season?
Sharemarket update September 2017
How is the sharemarket faring following the latest reporting season?
Sharemarket update August 2017
The topic always makes good newspaper fodder, but should you be concerned about executives’ high salaries in your portfolio of companies?
Sharemarket update August 2017
The topic always makes good newspaper fodder, but should you be concerned about executives’ high salaries in your portfolio of companies?
Sharemarket update July 2017
What does online giant Amazon’s anticipated entry into the Australian market mean for the retail sector and for the people investing in retail stocks?
Sharemarket update July 2017
What does online giant Amazon’s anticipated entry into the Australian market mean for the retail sector and for the people investing in retail stocks?
Sharemarket update June 2017
Despite all the public negativity around banks these days, how are they placed as part of your investment portfolio?
Sharemarket update June 2017
Despite all the public negativity around banks these days, how are they placed as part of your investment portfolio?
Sharemarket update May 2017
Gold is increasingly an attractive investment tool in uncertain times – and, goodness, do we have uncertainty these days.
Sharemarket update May 2017
Gold is increasingly an attractive investment tool in uncertain times – and, goodness, do we have uncertainty these days.
Sharemarket update April 2017
Banking and insurance stocks are in the limelight this month. And the question is, are they on the rebound?
Sharemarket update April 2017
Banking and insurance stocks are in the spotlight this month. And the question is, are they on the rebound?
Sharemarket update March 2017
The market’s stronger and that makes our Stock Doctor breathe much easier these days.
Sharemarket update March 2017
The market's stronger and that makes our Stock Doctor breathe much easier these days.
Sharemarket Update February 2017
The environment surrounding investments at the start of 2017 looks less volatile than the previous year.
Making diamonds your best friend
Have you considered pink diamonds as an investment option?
Making diamonds your best friend
Have you considered pink diamonds as an investment option?
Sharemarket update February 2017
The environment surrounding investments at the start of 2017 looks less volatile than the previous year.
Sharemarket update January 2017
As growth proved challenging in 2016, here’s hoping for a brighter 2017.
Sharemarket update December 2016
No,a market tsunami wasn’t unleashed across the Pacific from the seismic events of the US presidential election.
Sharemarket update: December 2016
No, an economic tsunami wasn’t unleashed across the Pacific from the seismic events of the US presidential election.
Sharemarket update November 2016
What is Elio D’Amato referring to when he says ‘The Great Australian Gift’?
Sharemarket Update November 2016
What is Elio D’Amato referring to when he says ‘The Great Australian Gift’?
Sharemarket update October 2016
Many investors looking for more attractive yields are setting their sights on income stocks.
Sharemarket update October 2016
Many investors looking for more attractive yields are setting their sights on income stocks.
Sharemarket update September 2016
You gotta know when it hold ’em, and happy investors have done just that.
Sharemarket update September 2016
You gotta know when it hold ’em, and happy investors have done just that.
Sharemarket update August 2016
All the huff and puff in the run up to the Brexit referendum has left some investors wondering what all the fuss was about.
Sharemarket update August 2016
All the huff and puff in the run up to the Brexit referendum has left some investors wondering what all the fuss was about.
Sharemarket update July 2016
Recent overseas and domestic political events generate a lot of noise — but people don’t invest in noise.
Sharemarket update July 2016
Recent overseas and domestic political events generate a lot of noise — but people don’t invest in noise.
Sharemarket Update June 2016
Despite political distractions of the federal budget and election kind, the stock market is heading up.
Sharemarket update June 2016
Despite political distractions of the federal budget and election kind, the stock market is heading up.
Investor update: lessons from the fall of Arrium
Take heed from the collapse of a former Australian icon.
Investor update: lessons from the fall of Arrium
Take heed from the collapse of a former Australian icon.
New ATO guidelines on SMSF borrowings
New guidelines around the borrowing rules for self-managed super funds have just been released by the Australian Tax Office.
Sharemarket update April 2016
In the stock market game, don’t expect to win all the time.
Sharemarket update April 2016
In the stock market game, don’t expect to win all the time.
The future of super
So many voices and competing sides have clouded sensible arguments over the taxation of superannuation.
Sharemarket update March 2016
As we kiss goodbye to the first reporting season for 2016, what's happening with the sharemarket?
Sharemarket update March 2016
As we kiss goodbye to the first reporting season for 2016, what's happening with the sharemarket?
Sharemarket update February 2016
Will it be a happy Chinese new year? That’s the question many are asking as the Middle Kingdom continues to influence the world economy.
Sharemarket update February 2016
Will it be a happy Chinese new year? That’s the question many are asking as the Middle Kingdom continues to influence the world economy.
Sharemarket update January 2016
Does 2016 offer more hope to the Australian sharemarket compared with last year?
Sharemarket update: December 2015
A low Aussie dollar is great for some and not so good for others.
Sharemarket update December 2015
A low Aussie dollar is great for some and not so good for others.
Sharemarket update November 2015
How should pannicky investors respond to the ongoing gyrations in the sharemarket?
Sharemarket update November 2015
How should pannicky investors respond to the ongoing gyrations in the sharemarket?
Shielding your SMSF from sharemarket shocks
Don’t panic! Take a deep breath and carefuly review your investments.
Sharemarket update October 2015
A new dance called the sharemarket jitters has investors shaking in their boots.
Sharemarket update October 2015
A new dance called the sharemarket jitters has investors shaking in their boots.
Sharemarket update September 2015
Cashflow across corporate Australia continues to fair well as we come to the end of the reporting season.
Sharemarket update September 2015
Cashflow across corporate Australia continues to fair well as we come to the end of the reporting season.
Sharemarket update August 2015
As investors we're aware that many different factors can affect our portfolios, including potential turmoil from overseas.
Sharemarket Update August 2015
As investors, we're aware that many different factors can affect our portfolios - including potential turmoil from overseas.
Sharemarket update July 2015
Women versus men: who do you think would be the savvier investor?
Sharemarket update July 2015
Women versus men: who do you think would be the savvier investor?
Fintech lenders - friends or foes of SMEs
Online technology's shaking up the way we access finance - should buyer beware?
Mid-2015 property update
If you think it's hard to find good investment properties, you're not alone - the competition from local and overseas investors as well as owner-occupiers is the highest it's been in years.
Sharemarket update June 2015
What's going on with our banks?
Fintech lenders – friends or foes of SMEs?
Online technology's shaking up the way we access finance - should buyer beware?
Mid-2015 property update
If you think it's hard to find good investment properties, you're not alone - the competition from local and overseas investors as well as owner-occupiers is the highest it's been in years.
Sharemarket update June 2015
What's going on with our banks?
Helping your kids into property
As property prices soar, how can parents help their kids buy their first home? Beware the pitfalls!
Sharemarket update May 2015
Don't worry about the All Ords - there's more to being a savvy sharemarket investor.
Helping your kids into property
As property prices soar, how can parents help their kids buy their first home? Beware the pitfalls!
Sharemarket update May 2015
Don't worry about the All Ords - there's more to being a savvy sharemarket investor.
Sharemarket update April 2015
Don't get emotional over an expensive sharemarket. Stay focused.
Sharemarket update April 2015
Don't get emotional over an expensive sharemarket. Stay focused.
Sharemarket update March 2015
Should Australian sharemarket investors take a punt on overseas markets now?
Sharemarket update March 2015
Should Australian sharemarket investors take a punt on overseas markets now?
Who controls your SMSF?
If you want your super to end up in the right hands, don't leave it to chance!
Who controls your SMSF?
If you want your super to end up in the right hands, don't leave it to chance!
Sharemarket update February 2015
Another stock market reporting season looms - what will it tell us?
Sharemarket update February 2015
Another stock market reporting season looms - what will it tell us?
Keys to confident investing in 2015
It's time to review our share portfolios and set some investing New Year resolutions.
Who will inherit your super when you die?
Beware leaving your estate planning to chance.
Sharemarket update December 2014
We've been up, down and roundabout but have sharemarket investors anything to cheer about as we reach the end of 2014?
Geared property investing: will the rules change?
Is a clamp-down on geared property investing in super likely in the near future?
Who will inherit your super when you die?
Beware leaving your estate planning to chance.
Geared property investing: will the rules change?
Is a clamp-down on geared property investing in super likely in the near future?
Sharemarket update December 2014
We've been up, down and roundabout, but have sharemarket investors anything to cheer about as we reach the end of 2014?
The economy & shares November 2014
Global economic uncertainty is having a direct impact on our local stock market - but with it comes opportunity.
The economy & shares November 2014
Global economic uncertainty is having a direct impact on our local stock market - but with it comes opportunity.
Sharemarket update October 2014
The outlook for the Australian stockmarket for the remainder of 2014.
Sharemarket update October 2014
The outlook for the Australian stockmarket for the remainder of 2014.
Economic Update October 2014
What's the state of the economy one year into the Abbott Coalition government?
Economic Update October 2014
What's the state of the economy one year into the Abbott Coalition government?
The economy & shares September 2014
Economic indicators are mixed at the moment. So what's the real state of the economy and the sharemarket?
The economy & shares September 2014
Economic indicators are mixed at the moment. So what's the real state of the economy and the sharemarket?
SMSFs and property investment
Investing in property via a self-managed super fund can be a great alternative to shares, but there are several things to consider.
Sharemarket update August 2014
What to look for on the stockmarket during the off season between reporting sessions.
SMSFs and property investment
Investing in property via a self-managed super fund can be a great alternative to shares, but there are several things to consider.
Sharemarket update August 2014
What to look for on the stockmarket during the off season between reporting sessions.
Sharemarket update July 2014
We're between reporting seasons and it's a flat pond!
Sharemarket update July 2014
We're between reporting seasons and it's a flat pond!
Sharemarket update June 2014
Is the "tech bubble" getting ready to burst again?
Sharemarket update June 2014
Is the "tech bubble" getting ready to burst again?
Sharemarket update May 2014
Recent sharemarket wobbles are no cause for panic.
Sharemarket update May 2014
Recent sharemarket wobbles are no cause for panic.
SMSFs, property, & borrowing
Some reminders about the type of property investments small super funds can make.
Sharemarket update April 2014
The reporting season's over. Did Elio pick the winners?
Sharemarket update April 2014
The reporting season's over. Did Elio pick the winners?
Economic Update March 2014
Autumn's just beginning, but already prospects of a tough May Budget are sending a chill through the economy...
The Kama Sutra Of Share Plans
Employee share plans can produce real mutual benefits - but don't overlook the tax implications of how you set them up.
Sharemarket Update March 2014
Another stock market reporting season coming to a close. What have we learned this time?
Economic Update March 2014
Autumn's just beginning, but already prospects of a tough May Budget are sending a chill through the economy...
Considering Life After Business
There's more to retirement than having enough money to keep you going - here's some food for thought!
Considering Life After Business
There's more to retirement than having enough money to keep you going - here's some food for thought!
Sharemarket Update February 2014
What's ahead for investors in 2014, as our summer holidays fade into memories and the world gets back to business?
Sharemarket Update February 2014
What's ahead for investors in 2014, as our summer holidays fade into memories and the world gets back to business?
Sharemarket Investing: Lessons From 2013
The top 5 sharemarket lessons of 2013.
Exchange Traded Funds
The rise and rise of ETFs
Economic Update December 2013
From political hoolahoops to a clearer way forward for business at last? Here's where we really stand as 2013 closes.
Economic Update December 2013
From political hoolahoops to a clearer way forward for business at last? Here's where we really stand as 2013 closes.
Sharemarket Update December 2013
On a roll but not without risk - that's the sharemarket as 2013 closes.
Economic Update November 2013
Now the election's behind us, what can we expect from the economy in the months ahead?
Fundamentals Of Family Trusts
Family trusts are a great tool for small business ownership - but do you know how they work, and how they're taxed?
Sharemarket Update November 2013
Plenty for stockmarket investors to agonise over, but how's the market itself holding up?
Fundamentals Of Family Trusts
Family trusts are a great tool for small business ownership - but do you know how they work, and how they're taxed?
Economic Update October 2013
Now the election's over, where does the Australian economy stand as it comes under new management?
What Can We Expect From The Coalition?
The new Federal Government has some tax changes on its agenda, and not just in the carbon and mining resources areas.
Sharemarket Update October 2013
A stockmarket lift likely, now that the election uncertainty is behind us.
SMSF Deeds: Paying For Quality Pays Off
When it comes to setting up an SMSF deed, quality and good service are the most important considerations.
SAFs - A Viable Alternative To SMSFs
Do you have clients wary of becoming SMSF Trustees? Maybe SAFs are the answer for them.
GST And Real Property: Understanding The Traps
Beware the GST tricks and traps when dealing with real property transactions.
Economic Update October 2013
Now the election's over, where does the Australian economy stand as it comes under new management?
What Can We Expect From The Coalition?
The new Federal Government has some tax changes on its agenda, and not just in the carbon and mining resources areas.
Don't Be Afraid Of Debt
The Global Financial Crisis made debt a dirty word - and the mud has stuck. But borrowing to grow is still sound business practice.
Sharemarket Update September 2013
Low interest rates and generally good company results, but business confidence remains low - and that's a drag on the stock market.
Sharemarket Update September 2013
Low interest rates and generally good company results, but business confidence remains low - and that's a drag on the stock market.
Sharemarket Update August 2013
The stockmarket's hardly been a smooth ride so far this year.. so are there good buys to be found?
Sharemarket Update August 2013
The stockmarket's hardly been a smooth ride so far this year.. so are there good buys to be found?
Economic Update August 2013
There's an election on the way - be on the lookout for "pollie porkies".
What's Happening In Business Sales
If you're thinking of selling up, the market's looking better in some sectors. But good preparation's still the key.
What's Happening In Business Sales
If you're thinking of selling up, the market's looking better in some sectors. But good preparation's still the key.
Striking A Mega Million Dollar Deal
Got your eye on a promising deal, but unsure how to go about it? Here's a case study to set you thinking.
Super Benefits -Some Endangered Species?
Are you comfortable with the recently announced changes to super? Well, stay tuned: there may be more in the pipeline once the election's come and gone.
Super Benefits -Some Endangered Species?
Are you comfortable with the recently announced changes to super? Well, stay tuned: there may be more in the pipeline once the election's come and gone.
From Budget To Ballot - & Beyond: Tax & Superannuation
Not too many tax changes in the Budget to add to business's compliance burden, and the superannuation reforms were announced in April. The Medicare levy increase is the big revenue item.
Sharemarket Update June 2013
On the stock markets, good news abounds - for most sectors of Australian business and even in those troubled overseas economies.
Post Budget: Tax & Superannuation
Not too many tax changes in the Budget to add to business's compliance burden, and the superannuation reforms were announced in April. The Medicare levy increase is the big revenue item.
Sharemarket Update June 2013
On the stock markets, good news abounds - for most sectors of Australian business and even in those troubled overseas economies.
Sharemarket Update May 2013
After the recent spate of record-setting, the stock market catches its breath
Do-It-Yourself Super: Is It For Everyone?
Is DIY Super a suitable fit for you?
Holding Life Insurance In Super
New rules require SMSF trustees to consider life insurance, and why not? It's something well worth considering.
Sharemarket Update April 2013
Stock markets - both here and in New York - have been setting new records, but is our market over-valued?
Holding Life Insurance In Super
New rules require SMSF trustees to consider life insurance, and why not? It's something well worth considering.
Sharemarket Update April 2013
Stock markets - both here and in New York - have been setting new records, but is our market over-valued?
Softening The Rules On Super Compliance
The Tax Commissioner's not know for his generosity to taxpayers, but there are some areas where he's being a little more understanding.
Sharemarket Update March 2013
It's improving! But are we out of the woods yet?
Technology Solutions In SMSF
Looking to expand your services and your client base? SMSFs and supporting technology can help you achieve it.
Softening The Rules On Super Compliance
The Tax Commissioner's not know for his generosity to taxpayers, but there are some areas where he's being a little more understanding.
Sharemarket Update March 2013
It's improving! But are we out of the woods yet?
What's Happening With Property
What happened to the property market in 2012, and where's it going this year? Here's a realistic assessment.
What's Happening With Property
What happened to the property market in 2012, and where's it going this year? Here's a realistic assessment.
Sharemarket Outlook For 2013
The stocks and sharemarket sectors to watch in 2013
What Happens To Your Super When You Die?
Some good news from the Tax Office - they're changing the rules on how your super is taxed after you die.
Sharemarket Update December 2012
A better outlook for the mining industry and comforting news from China give the stockmarket a welcome boost.
The Life And Death Of Superannuation Pensions
When does a superannuation pension die? Here 's the answer...
Sharemarket Update December 2012
A better outlook for the mining industry and comforting news from China give the stockmarket a welcome boost.
Sharemarket Update
The waiting is the hardest part....
Sharemarket Update November 2012
The waiting is the hardest part....
Transferring Property To Super For Tax Free Retirement
Tax free retirement - ah, that'd be nice - and transferring property into super could help....
Sharemarket Update
Could it be goodbye to the sharemarket blues at last?
Transferring Property To Super For Tax Free Retirement
Tax free retirement - ah, that'd be nice - and transferring property into super could help....
Sharemarket Update October 2012
Could it be goodbye to the sharemarket blues at last?
Sharemarket Update
Is the sharemarket moving in a positive direction at last? Our Stock Doctor Elio D'Amato thinks so, despite the doomsayers...
Sharemarket Update September 2012
Is the sharemarket moving in a positive direction at last? Our Stock Doctor Elio D'Amato thinks so, despite the doomsayers...
Sharemarket Update August 2012
After another negative year on the Australian stockmarket, hopes that 2012-13 will produce a long-awaited turnaround.
Borrowing By SMSFs - The Latest Ruling
Some welcome clarity in the rules governing borrowing by self-managed super funds, courtesy of the Tax Office.
Sharemarket Update July 2012
It's still a sideways stockmarket, but savvy investors should be taking advantage of good buying opportunities.
Communicating Finance With Influence
Financial information is crucial to decision-making - it should be simpler, more frequent and backed up by analysis
Integrated Reporting - The World's Changed, Reporting Must Too
Integrated reporting is about seeing the whole picture in a business - not just its financial position.
Borrowing By SMSFs - The Latest Ruling
Some welcome clarity in the rules governing borrowing by self-managed super funds, courtesy of the Tax Office.
Sharemarket Update July 2012
It's still a sideways stockmarket, but savvy investors should be taking advantage of good buying opportunities.
Sharemarket Update June 2012
The Greek tragedy's back on stage again, but there are good performers going unsung on the local market.
Sharemarket Update June 2012
The Greek tragedy's back on stage again, but there are good performers going unsung on the local market.
Sharemarket Update
Wait for a boost in the sharemarket jusr around the corner - a drop in interest rates could hold the key
Property Investing Update
Residential property is still a good investment, with Sydney and Brisbane providing the best opportunities for solid returns.
What's Happening In Residential Property
Residential property is still a good investment, with Sydney and Brisbane providing the best opportunities for solid returns.
Sharemarket Update April 2012
When you're choosing investment targets, look at the fundamentals - as you would with your own business.
Sharemarket Update April 2012
When you're choosing investment targets, look at the fundamentals - as you would with your own business.
Sharemarket Update March 2012
After a dismal couple of years, small signs that life is returning to the Australian stock market.
Sharemarket Update March 2012
After a dismal couple of years, small signs that life is returning to the Australian stock market.
Sharemarket Update February 2012
2011 was a year investors would rather forget, so what can they look forward to in 2012?
Death Benefits - Tricks And Traps
How do you make sure your clients' accumulated wealth ends up in the correct hands when they die? We look at the tricks and traps around reviewing an estate plan.
Sharemarket Update February 2012
2011 was a year investors would rather forget, so what can they look forward to in 2012?
Sharemarket Update December 2011
The stockmarket rollercoaster is still in motion, but investing in strong Australian companies can help even out the ride.
Sharemarket Update December 2011
The stockmarket rollercoaster is still in motion, but investing in strong Australian companies can help even out the ride.
Sharemarket Update November 2011
The stock market's recovered ground - has it hit bottom and is the worst over?
Sharemarket Update November 2011
The stock market's recovered ground - has it hit bottom and is the worst over?
Sharemarket Update October 2011
With even European policy makers unsure about what to do next, uncertainty continues to grip stockmarkets - including Australia's, though our economy's in good shape.;
Sharemarket Update October 2011
With even European policy makers unsure about what to do next, uncertainty continues to grip stockmarkets - including Australia's, though our economy's in good shape.;
Sharemarket Update September 2011
Continuing global uncertainty is making stock market volatility a way of life, but are there reasons for hope in the local investment scene?
Sharemarket Update September 2011
Continuing global uncertainty is making stock market volatility a way of life, but are there reasons for hope in the local investment scene?
The Carbon Tax And Your Business
The biggest tax initiative since the GST? The highly regarded economist Neville Norman says yes - but try $50 to $60 not $23!
Sourcing Small Scale Capital
Need a small injection of funds to help you grow? Try ASSOB - the Australian Small Scale Offerings Board for a parcel or two of cash without the complications of an IPO or of venture capital partners breathing down your neck
Sharemarket Update
Nervous sentiment is playing havoc with the sharemarket - so in this nervous environment,how do you spot the opportunities as the next important reporting season comes close? Elio D'Amato has some ideas...
"Stronger Super" Reforms
Investing collectibles and personal use assets into super has just got a whole lot harder - so beware!
Superannuation In The Courts
There's a lot of money in super these days - what does that mean? A rapid increase in court cases as beneficiaries squabble over the proceeds
The Carbon Tax And Your Business
The biggest tax initiative since the GST? The highly regarded economist Neville Norman says yes - but try $50 to $60 not $23!
Sourcing Small Scale Capital
Do you or your clients need a small injection of funds to grow? Try ASSOB - the Australian Small Scale Offerings Board - for a parcel or two of cash without the complications of an IPO or of venture capital partners breathing down your neck
Sharemarket Update
Nervous sentiment is playing havoc with the sharemarket - so in this nervous environment,how do you spot the opportunities as the next important reporting season comes close? Elio D'Amato has some ideas...
Sharemarket Update
The stock market's still got the jitters - it's a confidence thing now, with uncertainties abroad and the two-speed economy at home casting shadows.
Finding Financial Peace Of Mind
Peace of mind is a valuable commodity, especially where your financial affairs - both short and long term - are concerned. Here's some timely advice.
Finding Financial Peace Of Mind
Peace of mind is a valuable commodity, especially where your financial affairs - both short and long term - are concerned. Here's some timely advice.
Sharemarket Update
The stock market's still got the jitters - it's a confidence thing now, with uncertainties abroad and the two-speed economy at home casting shadows.
Investing In Personal Use Assets & Collectibles In SMSFs
From art collecting to cars, boats, even golf membership, the government's proposing to tighten up the rules about investing in collectibles and personal use assets by self-managed super. Enthusiasts, watch this space!
Sharemarket Update
The extraordinary strength of the Australian dollar is playing havoc with many sectors, but good opportunities abound in the current climate to diversify share portfolios for the future.
Sharemarket Update
The extraordinary strength of the Australian dollar is playing havoc with many sectors, but good opportunities abound in the current climate to diversify share portfolios for the future.
Sharemarket Update
The stock market suffered aftershocks from the recent natural disasters but quickly recovered lost ground. Commodity prices have rallied, but oil remains the big story, and the indicator to watch.
The Accountant's Role In The Family Office
Why not truly serve your high netwealth clients by becoming their "family office" and the one port-of-call for their many complex needs?
Hurdle Rates For Expansion Projects And Acquisitions
Investing in a major acquisition, merger or new enterprise can be risky business - help your clients sleep at night by using hurdles rates to more accurately assess the risks and rewards of their big investment
Share Investing: Low Risk If You Do It Right
Where to invest your hard-earned money? Can't decide between property, cash or the sharemarket? John King of AJK Consulting says the numbers clearly favour shares - but only if you invest in the right way!
Sharemarket Update
The stock market suffered aftershocks from the recent natural disasters but quickly recovered lost ground. Commodity prices have rallied, but oil remains the big story, and the indicator to watch.
What's Your Business Really Worth?
If you want to sell your business, have a good story to tell. Get an expert to value it, and prepared well. Buyers are looking for a good return on investment, and they're very smart.
Tax Update
Don't get hit by a massive tax debt when you inadvertently exceed your contribution limit into super...
Sharemarket Update
The natural disasters in Japan and the political instability in the Middle East are adding to investor uncertainty, but the recent reporting season suggests the Australian economy's still in good shape.
Tax Update
Beware the ATO's focus on excess contributions into super: your clients could be up for massive tax penalties.
Current Issues Facing SMSF Accountants
Self-managed super is a fast-growing area for accountants with some big estate planning issues. Do your clients a favour and get acquainted with the rules.
Valuing A Business In The Current Market
If you want to sell your business, have a good story to tell. Get an expert to value it, and be prepared. Buyers are looking for return on investment, and they're very smart.
Sharemarket Update
The recent natural disasters and the political instability in the Middle East are adding to investor uncertainty, but the recent reporting season suggests the Australian economy's still in good shape.
Streaming Of Trust Distributions
Recent court cases, and a current Government review, may well lead to changes in the way trust distributions are treated for tax purposes - stay tuned.
Beware The Business Sale Tsunami
If you're a baby boomer thinking of selling up and retiring, so are thousands of others, so make sure your business is in good shape.
Economic Update
Despite the effects of floods and cyclones, the Australian economy continues to be in good shape, but be prepared for a "stinker" of a May Budget.
Tax Update
Some timely advice on getting things like your super contributions and FBT claims in order before the tax year ends.
Sharemarket Update
The mid-year reporting season throws up some surprises, both good and bad - and some buying opportunities too.
Economic Update
Despite the effects of floods and cyclones, the Australian economy continues to be in good shape, but be prepared for a "stinker" of a May Budget.
Tax Update
Some timely advice on getting things like your super contributions and FBT claims in order before the tax year ends.
Beware The Business Sale Tsunami
If you're a baby boomer thinking of selling up and retiring, so are thousands of others, so make sure your business is in good shape.
Sharemarket Update
The mid-year reporting season throws up some surprises, both good and bad - and some buying opportunities too.
Economic Update
The devastating Queensland floods will have some impact on economic activity and inflation, but overall the picture for business in 2011 is bright.
Tax Update
Having your self-managed super fund invest in residential property is attractive for tax reasons but subject to considerable restrictions - here's a more flexible way of doing it.
Sharemarket Update
Check out those unloved stocks, as the upcoming reporting season throws up unexpected opportunities for the canny investor
Economic Update
The devastating Queensland floods will have some impact on economic activity and inflation, but overall the picture for business in 2011 is bright.
Funding Property In Self-managed Super
Having your self-managed super fund invest in residential property is attractive for tax reasons but subject to considerable restrictions - here's a more flexible way of doing it.
Building A Better SMSF Business
There's money to be made from self-managed super - but with new rules ahead, is it too hard - and not profitable enough - to service your SMSF clients?
Sharemarket Update
Check out those unloved stocks, as the upcoming reporting season throws up unexpected opportunities for the canny investor
SMSFs Part Two
Self-managed super funds - the arguments for and against.
Sharemarket Update
How the market fared in 2010 - and what investors can expect in the year ahead.
Sharemarket Update
The market's rebounding, good buying opportunities are drying up - it's time for a disciplined approach
Sharemarket Update
The market's rebounding, good buying opportunities are drying up - it's time for a disciplined approach
Do You Have Enough Super?
Too many business people don't prepare properly for their own retirement - they're letting tax benefits go begging.
A Fresh Approach To SMSFs
Self-managed super funds have been given the official tick of approval, but not without some changes to the rules.
Sharemarket Update
Value's getting harder to find as the stockmarket regains its nerve and gets back in the risk business.
Do Your Clients Have Enough Super?
Too many business people don't prepare properly for their own retirement - they're letting tax benefits go begging.
A Fresh Approach To SMSFs
Self-managed super funds have been given the official tick of approval, but not without some changes to the rules.
Sharemarket Update
Value's getting harder to find as the stockmarket regains its nerve and gets back in the risk business.
Sharemarket Update
The reporting season's over, with plenty of strong results and some great investing opportunities showing through
Sharemarket Update
The reporting season's over, with plenty of strong results and some great investing opportunities showing through
Buy Valuable Stocks For Less
Don't think about the price of a stock when you consider buying. Assess the business
Sharemarket Update
The reporting season's throwing up some good investing opportunities - it's time to make decisions about which stocks to keep, and which should go.
Taxing Family Trusts, Part 2
There are ways to ease the pain of the new tax changes for family trusts - talk to your accountant now so you're not caught napping.
Sharemarket Update
The reporting season's throwing up some good investing opportunities - it's time to make decisions about which stocks to keep, and which should go.
Sharemarket Update
The stock market's uncertain now, rather than volatile, but well-managed companies are still providing investors with great opportunities.
Sharemarket Update
The stock market's uncertain now, rather than volatile, but well-managed companies are still providing investors with great opportunities
Property: A Boom Or A Bubble?
Fears of a property bubble may be over-stated: demand is strong for a number of reasons and shows no sign of a major downturn.
SMSFR 2010/2
Are you in doubt about Section 17A of the SIS Act? This ruling explains how it applies to self managed superannuation funds.
Sharemarket Update
The market's still volatile, but now's the time to actively manage your portfolio. That means tough decisions to free up cash for stocks that are trading well below valuation.
Property: A Boom Or A Bubble?
Fears of a property bubble may be over-stated: demand is strong for a number of reasons and shows no sign of a major downturn.
Sharemarket Update
The market's still volatile, but now's the time to actively manage your portfolio. That means tough decisions to free up cash for stocks that are trading well below valuation.
Sharemarket Update
Volatility is still the name of the game, but experienced sharemarket investors will still find their way to the right stocks.
Tax Update
Make sure you're up-to-date with the new rules on superannuation contributions, as you approach the end of the financial year
Sharemarket "Bumps"
Share Investing Update
Shares Investing Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Property Investing: A Different Approach
Sharemarket Update
Property Investing: A Different Approach
Sharemarket Update
The "Y-E=S" Formula For Property Investors
Sharemarket Update
The "Y-E=S" Formula For Property Investors
Sharemarket Update
Managing Debt In Property
Sharemarket Update
Managing Debt In Property
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Sharemarket Update
Handling A Volatile Sharemarket
Handling A Volatile Sharemarket
Sharemarket Update
Sharemarket Update
Budget 2007 And The Sharemarket
Budget 2007 & The Sharemarket
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Dealing with analysts
Sharemarket update
Rule your own world
Sharemarket update
Sharemarket update
Rule your own world
Sharemarket update
Sharemarket update
Borrowing in your super fund - the new era!
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Where do I invest now?
Property: buy now - or wait?
Where do I invest now?
Property: buy now - or wait?
Secrets of property investing
Sharemarket update
SMSF pensions
Secrets of property investing
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Sharemarket update
Property: Don't Wait Too Long
Sharemarket Update
Property: don't wait too long
Sharemarket update
Sharemarket update
Sharemarket update
Borrowing without property
Raising a loan without offering property as security isn't impossible - but it will cost you more.
Sharemarket update
What to do with failing businesses - bail them out, or let them go to the wall?
Borrowing without property
Sharemarket update
Sharemarket update
Check the financial health of any company you're thinking of buying shares in.. time spent on research will pay off.
Sharemarket update
Investment in the current market
Sharemarket Update
A sharemarket surge serves to underline the current unpredictability, but Tim Lincoln sees some pointers to a recovery.
SMSFs in a downward market
Property: the state of play
Property: the State of Play
Plenty of activity in the mid-range housing property market, with first-home buyers busy and investors looking for a safer haven than the stock market.
Sharemarket update
Sharemarket update
The sharemarket's looking healthier. Is the recovery really here, or is it still too early to jump in again?
Sharemarket update
Sharemarket update
There will always be ups and downs in the sharemarket but currently there are several indicators that the market is heading into positive territory, says Stock Doctor, Tim Lincoln.
Sharemarket update
Where the property market's heading
The property market's bouncing back with a vengeance - here are the facts and figures you need.
Sharemarket update
Better times on the sharemarket, but there's room for more improvement and it's still volatile.
Portfolio construction
Where the property market's heading
Sharemarket update
Sharemarket update
A good reporting season - further evidence that the stock market is picking up.
Sharemarket update
Sharemarket update
The market's still surprising the doubters - but try to ignore the "noise" from the pundits.
Healthy worker = healthy business
Good health is good for business - healthy eating habits and exercise can work wonders on the bottom line.
Sharemarket update
The market's still surprising the doubters - but try to ignore the "noise" from the pundits.
Assessing the property boom
The housing market is on the rise again, with investors surging in to replace the first-home buyers - if you want to buy, move quickly!
Sharemarket update
Despite the doomsayers, the sharemarket is consolidating its gains, but the old rules still apply: do your homework, look for quality and play a long game.
Assessing the property boom
The housing market is on the rise again, with investors surging in to replace the first-home buyers - if you want to buy, move quickly!
Sharemarket update
Despite the doomsayers, the sharemarket is consolidating its gains, but the old rules still apply: do your homework, look for quality and play a long game.
Sharemarket update
A roller-coaster ride for sharemarket investors in 2009, with some lessons to be learned - or re-learned - as we face up to 2010.
Sharemarket update
A roller-coaster ride for sharemarket investors in 2009, with some lessons to be learned - or re-learned - as we face up to 2010.
Where should I invest?
Don't ignore the "boring old banks" - they may be the best place for your investment funds over the next two to three years
Sharemarket update
The current reporting season may seem a little humdrum after last year's, but there are good bargains to be found by the shrewd investor.
Div 7A & unpaid present entitlements
TR 2009/D8 has been released. It defines how Division 7A can apply to unpaid trust distributions owing to private companies.
Where should I invest?
Don't ignore the "boring old banks" - they may be the best place for your investment funds over the next two to three years
Superannuation update
Members and trustees of SMSFs have had their problems but opportunities are ahead
Sharemarket update
The current reporting season may seem a little humdrum after last year's, but there are good bargains to be found by the shrewd investor.
Sharemarket update
The market's still volatile, but the reporting season is proving there are good opportunities available to the smart investor.
Excess contributions
Do your clients understand the importance of superannuation excess contributions? if not, they may face problems with the Australian Tax Office.
Sharemarket update
The market's still volatile, but the reporting season is proving there are good opportunities available to the smart investor.
Tax update
Make sure you're up-to-date with the new rules on superannuation contributions, as you approach the end of the financial year
Sharemarket update
The company reporting season's over, with generally good results. Now's the time for canny investors to do their homework.
Navigating the credit squeeze
The GFC has resulted in a credit squeeze for many businesses but selling tangible assets then leasing them back could be an alternative
Sharemarket update
The company reporting season's over, with generally good results. Now's the time for canny investors to do their homework.
Sharemarket update
Investors breathed a collective sigh of relief as the market reached a recent 18 month high. But will the resurgence last? Elio D'Amato of Lincoln checks the outlook with some thoughts on the latest hot stocks on the market.
Retirement planning - non-financial aspects
Sharemarket update
Investors breathed a collective sigh of relief as the market reached a recent 18 month high. But will the resurgence last? Elio D'Amato of Lincoln checks the outlook with some thoughts on the latest hot stocks on the market.
Sharemarket update
Volatility is still the name of the game, but experienced sharemarket investors will still find their way to the right stocks.