Investment funds can be broadly split into two categories – active and passive. And while both options play a part in an investment portfolio, it’s important to understand how each works before allocating money to them. Basics of passive investing Passive investing has gained momentum …
To help you complete your tax return, especially if you’ve just started working from home for the first time, this checklist outlines income and expenses you need to disclose to the Australian Taxation Office (ATO) when lodging your return. We’ve also provided an overview of …
There are only certain people who can inherit your super when you die. There are also two different types of nominations you can make. Here’s what you need to know before making your super beneficiary nomination. Super is different from other assets, such as your …
For every action there is a reaction. And while we’re not criticising the government’s policy response to COVID-19, we recognise that such intervention often has unintended consequences. Take lower interest rates for instance. Central banks intended to make the cost of investment cheaper and be …
Despite the recent wild ride for markets coping with the uncertainty of the coronavirus pandemic, many investors are well-versed in the need to “sit tight”. They understand that moving out of positions in falling markets risks crystallising losses at the bottom and missing out on …
The world has always been challenged by the dynamics of geopolitics. The nature and magnitude of associated conflicts may transition and manifest across varying contexts but, broadly speaking, geopolitical risk is ever present. The fierce competition between the powerhouses of the East and West has …
Market and Economic overview Australia The coronavirus ‘curve’ of known cases has flattened out, suggesting social distancing measures have been successful in slowing the spread of the disease. The focus is now on a gradual easing of restrictions – people will gradually start returning to …
Since the financial crisis more than a decade ago, investors have had to search much harder for income as savings rates have plunged. Many have looked to the equity market to help them achieve better income returns, with large numbers of companies increasing dividend payments …
While it can be hard to stay in the market when share prices plummet, now is not the time to panic. The COVID-19 (coronavirus) pandemic has triggered a share market crash, in Australia and internationally. Since 31 December 2019, when the first cases of the …
Introduction The blanket coverage of coronavirus and its impact on the economy can lead to a lot of confusion. Some reports are hopeful of anti-viral drugs, others say a vaccine is at least a year away. There is talk of curve flattening but still rising …