Investment News

Fri 17 Aug 2018

What happens to jointly owned shares when I die?

What happens to jointly owned shares when I die?

IF YOU own shares jointly with your partner and one of you dies, the ownership of the shares needs to be confirmed.

Wed 8 Aug 2018

Expert advice: Learn to make better investment decisions

Expert advice: Learn to make better investment decisions

WEALTH coach Andrew Heaven answers two questions around investments, allocated pension and superannuation funds.

Mon 16 Jul 2018

Money: Spread your risk over long term plan

Money: Spread your risk over long term plan

ON THE basis of past returns residential property seems to be the frontrunner but that doesn't necessarily mean bricks and mortar is the right for you.

Tue 3 Jul 2018

Investment property may help seniors dodge contribution caps

Investment property may help seniors dodge contribution caps

BABY-boomers, take note: this week marks the start of the downsizing rules that may help you sidestep the ever-shrinking superannuation contribution caps.

Mon 18 Jun 2018

Fortnight ahead crucial for super contributions

Fortnight ahead crucial for super contributions

JUNE is always an important time to think about last minute contributions to superannuation but this year brings some new rules and new opportunities.

Thu 31 May 2018

Low-value shares can be sold or better still, donated

Low-value shares can be sold or better still, donated

IF YOU want to clear from your share portfolio holdings that have a minimal value, they can be sold or donated to a charity.

Mon 21 May 2018

It's a no brainer: Home buying needs solid research

It's a no brainer: Home buying needs solid research

WITH median property prices hitting $655,000 across our state capitals, it’s a no brainer that buying a home calls for solid research

Tue 15 May 2018

Blinding financial advice in the spotlight

Blinding financial advice in the spotlight

If you use the services of a financial adviser, or are planning to, the cornerstones of your relationship should always be based around transparency and trust.

Mon 19 Mar 2018

Ditch or keep? Tips to reviewing an investment portfolio

Ditch or keep? Tips to reviewing an investment portfolio

WHEN reviewing your investment portfolio, what are some of the factors that you should be considering when deciding what to keep and what to ditch?

Thu 8 Mar 2018

Money: Are annuities attractive enough?

Money: Are annuities attractive enough?

WHEN it comes to the development of a robust framework for lifetime retirement income stream products, it seems there is still a fair way to go.

Mon 19 Feb 2018

Money: Should I own insurance inside my super?

Money: Should I own insurance inside my super?

WHEN considering whether to hold life insurance inside or outside super, you need to consider several factors.

Mon 12 Feb 2018

How should I navigate the current financial climate?

How should I navigate the current financial climate?

THERE has been reams of material written debating whether this is a crash or a correction and how markets are likely to behave in the future.

Tue 6 Feb 2018

Avoid the 'bloodbath': Seniors warned as markets tumble

Avoid the 'bloodbath': Seniors warned as markets tumble

THE key message for Australian investors is that while the US market has come off a remarkable record high, they should hold onto cash and not sell in a hurry.

Mon 29 Jan 2018

Time to listen to the bitcoin warning bells

Time to listen to the bitcoin warning bells

IF I could sum up the contents of my junk emails over the last 12 months in a single word it would be: Bitcoin.

Thu 11 Jan 2018

Tips for getting a healthy financial start in 2018

Tips for getting a healthy financial start in 2018

AS WITH any new year, there are never any certainties about what lies ahead, especially when it comes to investment markets.

Mon 11 Dec 2017

Take control of super non-concessional contributions

Take control of super non-concessional contributions

WHAT happens when the non-concessional superannuation contribution has been exceeded and what can I do about it?

Mon 6 Nov 2017

How you can buy a racehorse using your super

How you can buy a racehorse using your super

ON THE eve of the Melbourne Cup, Andrew Heaven, an AMP financial planner at WealthPartners Financial Solutions, provides an insight to a horsey subject.

Mon 30 Oct 2017

Good advice on active and passive investment choices

Good advice on active and passive investment choices

SHOULD you trust the sharemarket and get whatever return it produces or pay an extra fee to active investment managers who chase "better than average returns”?

Wed 4 Oct 2017

Can investing in banknotes make you money?

Can investing in banknotes make you money?

ANDREW Heaven, an AMP financial planner at WealthPartners Financial Solutions, talks about the pros and cons of investing in banknotes.

Mon 25 Sep 2017

Should you worry if you are charged rebalance fees?

Should you worry if you are charged rebalance fees?

ANDREW Heaven talks about whether you should be concerned about being charged by your fund manager for rebalancing your managed funds portfolio.

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