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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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Jayne Graving and eight other local Sunshine Coast Financial Planners met with Andrew Wallace MP – Federal Member for Fisher, to discuss the impact of the Royal Commission on local Financial Planning practices and our industry in general.  The concerns and observations highlighted were: Clients with a relationship with the local Financial Planners represented, were […]

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Summary After several months of historic calm, stocks sold off sharply this quarter. Rising interest rates in the US and trade war fears were cited as the spark that caused the sell-off. From 1st September to the time of writing, the Australian All Ordinaries dropped from approximately 6,400 to 5,700 points, almost 11%. Concerns about […]

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