November Market Update

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November Market Update There was good news last month, as the local economy continued to strengthen on the back of the reinvigorated resources sector. This solid performance also influenced the RBA’s decision to raise the cash rate to 4.75%. In Europe, economic growth remains mixed. While the German economy continues to outperform expectations, concerns still surround some of the smaller …

October Market Update

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October Market Update This month saw a fall in consumer confidence and lower manufacturing indices in the US. This economic data and concerns of deflation led to increased speculation the Federal Reserve (Fed) will inject more liquidity into the economy. In Europe, sovereign debt concerns resurfaced with ratings agency Moody’s, releasing a fresh round of ratings downgrades to banks in …

Financial Focus Spring 2010

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Financial Focus Spring 2010 Here is our Financial Focus newsletter for Spring 2010. If covers spouse superannuation splitting and the new rules for employee share schemes. Enjoy! Steve Greatrex 8274 3744 Click here to download the PDF document

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 …

Market Update

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Market Update This entry is 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 the coming year. Much to everyone’s relief, this month sees financial markets …

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 …