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

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

Modern Monetary Theory (MMT) has been gaining attention in recent months - some positive and some not so positive. Read more

The interest rate duration inherent in conventional bond investments is the central diversification play used by most balanced portfolio construction frameworks. Read more

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

A market neutral strategy should provide meaningful diversifying benefits for investors given the expected low correlation to the underlying equities market. Read more

The psychology behind good and bad advice Read more

In over 30 years of business Stanford Brown has gained extensive experience partnering with small to medium sized business owners. Read more

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

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 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

What strategies can be used to obtain and retain the Commonwealth Seniors Health Card (CSHC)? Read more

It's been a slow burn but environmental, social and governance concerns have finally become mainstream among institutional and retail investors. Read more