September Market Update

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September Market Update Please find enclosed the latest edition of Market Update. This newsletter is to you to keep you up to date and informed about everything that’s been happening in the local and global economies, as well as equity markets here and around the world. It’s also full of expert views on where markets are likely to head over …

Separately Managed Accounts

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It is rare in the world of investing to come across something that is exciting. In fact, investing should be a bit boring – if it’s not, you may be getting yourself into bother. So it’s great to be excited about the advent of Separately Managed Accounts (SMA’s). SMA’s mean you hold shares directly in your name (not in the …

Unlisted Investments and Industry Funds

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Unlisted Investments and Industry Funds Recently we saw an article in the Australian (23 July) showing that retail funds have been outperforming industry funds. Researcher Chant West pointed out that this was because the funds carry a high proportion of unlisted assets. I’ve attached an article from MLC Implemented Consulting that highlights the main drawbacks of too many unlisted assets …

Winner Major Financial Advice Group of the Year!

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Winner Major Financial Advice Group of the Year! Coredata has just announced that our Licensee, Apogee, has won their Major Financial Advice Group of the Year. The award is rated by customers seeking a financial adviser, and recognises the quality of their experiences. The results are based on a range of attributes, with emphasis on the key factors that influence …

Lower Oil Prices Coming?

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Lower Oil Prices Coming? We are often told that oil is running out. I’ve attached an artilce from today’s Australian that suggests that supply is going up and demand is not that strong. Result – lower petrol prices. http://www.theaustralian.com.au/business/news/opec-members-boost-pumping-capacity-despite-forecasters-predicting-slower-demand/story-e6frg90x-12257991

The Value of Marriage and Moving

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The Value of Marriage and Moving The attached article from Peter Martin the The Sydney Morning Herals shows Australian research putting values on things like marriage. Interestingly men are more affected (positive and negative) than women. Moving home is worth $2,600 to a woman but ‘costs’ a man $16,000 (i.e. the psychic cost only). Well we’re moving home on Friday …