What the ATO is focusing on, and how to prepare for tax time. The Australian Tax Office (ATO) has flagged its key areas of focus for the 2023-24 tax year. The tax regulator will be using its increasingly sophisticated data-matching capabilities to ensure taxpayers are declaring all...
Why a growing number of trustees are switching to ETFs and managed funds. A growing number of self managed super fund (SMSF) trustees are using exchange traded funds (ETFs) and managed funds as core parts of their investment portfolio, the 2024 Vanguard/Investment Trends SMSF Report has...
A lasting legacy from one of the pioneers of behavioural economics. We live, for better or worse, in the age of influencers. So, it is timely as investors to take the time to reflect on the positive influence on our understanding of investor behaviours of the late...
When the Federal Reserve Bank’s chairman, Jerome Powell, signalled last week that United States’ interest rates are likely to stay higher for longer, many income investors there would have breathed a collective sigh of relief. There was likely to have been a similar reaction from Australian...
Why billionaire active investor Warren Buffett is also an avid supporter of index funds. Investing should never be about making bets, even calculated bets. But there are exceptions to the rule, especially when the person betting is one of the world’s most successful, and famous, investors. American businessman...
Arranging for a property valuation prior to purchase, or a valuation on a property you already own for refinancing is relatively straightforward. That said, it’s important to understand potential pitfalls associated with a valuation so you can brace for a possibly unfavourable outcome. If you are applying...
As a group, these companies have been riding high. But looks can be deceptive. In the 1960 Western movie The Magnificent Seven, a group of American gunmen help defend a small Mexican village from being pillaged by a gang of ruthless bandits. It was a box-office hit, ultimately leading...
One thing this latest buzz of investor activity in the property market has demonstrated yet again is that some newcomers to the real estate game still insist on going in blind. These first-timers operate under the assumption that any property makes a good investment and that...
Navigating through the growing ETFs maze. With so many ETFs of all shapes and sizes now available on the market, finding the right one to invest in can sometimes be a difficult choice for investors. Below are a few suggestions on what to look out for when...
You may have heard it said, "No risk, no reward." But did you know that time can actually decrease your risk while increasing your reward? Investing: Risky business? When some people think of investing, they focus on the potential for great rewards—the possibility of picking a winning...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.