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Let’s call them Phil and Mary. Since Phil retired more than 15 years ago and predominantly invested in a portfolio of fully franked Australian shares, this elderly couple, now in their late 60s, have lived comfortably on the income their $1.1 million SMSF generates. Not living a lavish lifestyle, but a comfortable one. Phil enjoys […]

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Australia’s house prices have fallen for 13 consecutive months, with average Australian capital city prices now down 4% from their peak. The once booming cities of Sydney and Melbourne have led the falls over the last year; while falls in Perth and Darwin, which started several years ago as the mining investment boom ended, have […]

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Investors often use performance of the Balanced Fund to compare Superannuation Funds.  However, these Funds are not required to disclose how they classify their investments to their members or to regulatory bodies.  This has resulted in many funds inventing their own definition of what constitutes a growth or defensive investment asset class.  When you look […]

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Why is financial advice important for clients entering residential aged care? Most clients are not prepared for entry into residential aged care because it is typically not considered until there is an immediate requirement. It is difficult to plan for residential aged care because the need for aged care generally cannot be predicted and often […]

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Pimco is one of the world’s premier fixed interest income Managers. This article explains their view on the factors causing falling property values. Tightening of Mortgage Availability Mortgage availability has tightened due to property-cooling measures and closer bank scrutiny. In 2014 requirements for Banks were introduced to: Reduce the annual growth rate of loans to […]

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