The problem with pooled funds
Pooling is an easy way for a fund to diversify into hundreds or even thousands of securities. But how does it affect the return on your investments and super? Read on »
Blog
Non-residents or not planning on retiring to Australia
How to invest if you’re not planning to retire in Australia, how tax works for non-residents, and Australian brokers that accept non-residents. Read on »
Fund domicile and avoidable US taxes
Investing in US funds results in exposure to US estate tax and additional dividend taxes that can lead to a drag on your returns. Here’s what you need to know. Read on »
Investing for children – The ultimate guide
When investing for children, you will need a goal, asset allocation, investment management style, and investment structure to best achieve your goal. Read on to learn more. Read on »
Why you can ignore the index bubble argument
A breakdown of the index bubble argument and why it only makes in a world where people don’t like money. Read on »
Emerging markets is crap – should I leave it out?
Emerging markets have done very poorly this past decade. Should you leave it out of your portfolio? Here’s what to consider. Read on »
Why not just invest everything in the US market?
The US stock market has annihilated the rest of the world’s markets over the past decade. But how has it compared over longer time frames? Read on »
Should I chase higher interest rates in another country?
Each country’s bank interest rate is a little different. Read on to find out if it’s worth investing in a term deposit in a country with a higher interest rate. Read on »
Why not invest in Indian fixed deposits at 8% interest?
Fixed-term deposits in India return a whopping 8% p.a. Should you convert your money to rupees and invest in them? Here’s what you need to know. Read on »
The truth about investment bonds
Investment bonds are marketed as tax-free but tax is paid within the bond, resulting in a worse tax outcome for most. Not to mention all the other downsides. Read on »
P2P lending and the risk-return spectrum
The higher returns offered by P2P loans don’t come for free. The cost is a higher risk of default and with a host of other downsides that are not immediately obvious. Read on »
What is total return investing?
When a former financial adviser doesn’t even understand what total return investing is, it’s time to write an article to explain it! Read on »