Your Financial Action Plan
I wanted to talk about my new course on creating wealth. The aim is to build a practical financial education course. I was concerned that several of the existing financial self-help courses depend solely on chasing the lowest cost solutions. That is not…
Smart Property Investment: 3 ways to reduce the amount of capital gains you will pay this tax time
This article by Cameron Micallef appeared in Smart Property Investment on 2nd June 2021 Investors who have sold financial products for a profit are being urged to use the last month of the financial year to reduce their tax liability or face a…
April 2021: Investment and Superannuation Update
Watch our investment and superannuation update for April 2021. GENERAL ADVICE WARNING: In preparing any advice in this video, Finans Pty Ltd trading at CreationWealth has not taken into account any particular persons objectives, financial situation or needs. You should, before acting on…
March 2021: Investment and Superannuation Update
A summary of our thoughts on what superannuation matters we are keeping an eye on and how we are managing our client portfolios.
July 2020: Investment and Strategy Update
With the local share market up 32% since the bottom of the COVID-10 ‘Black Swan’ event on 23rd March (but still negative 16.6% since the all time peak on the 20th February), I thought the below graphic from Dimensional is interesting for the following…
June 2020 – Investment and Strategy Update
Looking at why investment markets are recovering during a recession and what strategies should be considered. The below graphic is from Vanguard. It shows how expected future returns have adjusted following the COVID-19 global shutdown. Despite fear selling news and the world entering…
COVID-19 – Providing concessions for the LRBA in my SMSF
The economic impacts of the COVID-19 crisis are causing significant financial distress for many businesses and individuals. If your SMSF has a related party loan and is impacted due to the financial effects of COVID-19, you may be able to provide your LRBA…
Morningstar: Are SMSFs causing a property bubble?
By Andrew Zbik If investing in property, SMSF trustees should have 10 years of working life left and should hold a cash buffer that amounts to six months of all property expenses. I recently watched another report on the TV claiming that the…