Volume 14, Issue 3

Investment
Chris Rands
CHRIS RANDS  |  FRIDAY, 21 JUN 2019
Over the past five years, financial market participants have held more of a negative view of fixed rate bonds given that interest rates were expected to consistently move higher. While rising interest rates are obviously a risk for fixed rate investments ... Read more
Gopinath Karunakaran
GOPINATH KARUNAKARAN  |  FRIDAY, 12 JUL 2019
In fixed income investing, there are two conventional sources of return that investors are familiar with - collecting interest payments from bonds (i.e. income) and correctly predicting the direction of rates, which delivers capital gains or losses ... Read more
Chris Bedingfield
CHRIS BEDINGFIELD  |  FRIDAY, 9 AUG 2019
Modern Monetary Theory (MMT) has been gaining attention in recent months - some positive and some not so positive. Read more
Gopinath Karunakaran
GOPINATH KARUNAKARAN  |  FRIDAY, 23 AUG 2019
The interest rate duration inherent in conventional bond investments is the central diversification play used by most balanced portfolio construction frameworks. Read more
Stephen Wood
STEPHEN WOOD  |  FRIDAY, 30 AUG 2019
An initial public offering (IPO) typically presents a snapshot of a business as it prepares to list. There is usually a 'proforma' profit and loss and balance sheet, which means that the accounts are not what actually existed just prior to I ... Read more
Rob Stewart
ROB STEWART  |  THURSDAY, 5 SEP 2019
A market neutral strategy should provide meaningful diversifying benefits for investors given the expected low correlation to the underlying equities market. Read more
Insurance
Greg Martin
GREG MARTIN  |  FRIDAY, 28 JUN 2019
The psychology behind good and bad advice Read more
James McFarland
JAMES MCFARLAND  |  FRIDAY, 19 JUL 2019
In over 30 years of business Stanford Brown has gained extensive experience partnering with small to medium sized business owners. Read more
Taxation & Estate Planning
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 5 JUL 2019
If you are a small business owner, the capital gains tax (CGT) small business concessions allow you to increase your retirement savings significantly. Fortunately, the maximum thresholds for the concessions have not been reduced from 1 July 2017, unlike ... Read more
Keat Chew
KEAT CHEW  |  THURSDAY, 15 AUG 2019
Apart from super benefits paid from an untaxed super scheme - usually Commonwealth and State government pension funds - there are only limited circumstances where an untaxed element arises in a taxed super fund. Read more
Retirement
Assyat David
ASSYAT DAVID  |  THURSDAY, 25 JUL 2019
Retirement planning for baby boomers has provided the foundation for significant growth in the financial services industry. It has underpinned service models, product solutions and growth outcomes. Read more
Stuart Sheary
STUART SHEARY  |  FRIDAY, 2 AUG 2019
What strategies can be used to obtain and retain the Commonwealth Seniors Health Card (CSHC)? Read more
Ethics & Governance
Elizabeth McArthur
ELIZABETH MCARTHUR  |  TUESDAY, 15 OCT 2019
It's been a slow burn but environmental, social and governance concerns have finally become mainstream among institutional and retail investors. Read more