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 »
Passive Investing
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 »
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 »
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 »
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 »
Redraw vs Offset
If you are buying a home that you may later turn into an Investment Property, not understanding the difference between a redraw vs offset this could cost you tens of thousands of dollars in lost tax deductions. Read on »
The stock market is forward looking
The stock market is forward looking means that stocks are valued by their estimated future profits, and the price is adjusted to those expectations as soon as they are known, long before it impacts their profits. Read on to find out how this affects your decision of whether to invest or pay down your home loan. Read on »