Do It Yourself Investing

As Jim Parker of DFA Australia rightly points out in this article, Living on the Edge, anyone with a smartphone and a few apps can be set up like a professional stock trader.But who actually wants to do that? More importantly, do you need to? I highly recommend...

Modern Estate Planning

Recently I attended a talk by solicitor Michael Fitzpatrick of Clarendene’s. Mr Fitzpatrick spoke about the need for the vast majority of us to have a Will that included the provision for Testamentary Trusts. As he indicated, these Trusts can potentially have tax...

Federal Budget 2015

The Federal Budget was handed down and a number of key changes have been made for Retirees. The key points of interest for Retirees include the following: Wealthier retirees to lose access to the pension More part pensioners to receive the full pension Asset test...