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 …

Best Doctors

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Best Doctors Yesterday we attended the launch of Best Doctors with MLC. If you take out a Critcal Illness policy with MLC, you (and your family) will have access to Best Doctors. You will have access globally to current medical specialists globally who are nominated by their peers. You can get answers to questions like: Is the diagnosis correct? What …

Antony Beevor on Platoons (and me on Planning)

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Antony Beevor on Platoons (and me on Planning) Antony Beevor, a British Military historian who has just written his new book “D-Day:The Battle for Normandy”. Beevor , in a fascinating profile for the book in The Weekend Australian review (August 15-16 by Peter Wilson) noted that: “within a platoon (30 men) a small handful actually do the fighting, a few …

The Young Victoria

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The Young Victoria Last night Glenys and I attended a preview of the movie The Young Victoria. I can thoroughly recommend it! Interestingly an executive producer was Lady Sarah Ferguson. The preview was a fundraiser for the Ovarian Cancer Research Foundation. Ovarian cancer has a high mortality rate as it is often detected too late. The foundation is focusing on …