Your Wealth
Death and taxes: ensuring your money goes where you want it to when you die

Death and taxes: ensuring your money goes where you want it to when you die

May 22, 2019

Ensuring your loved ones are taken care of and your assets go to your intended beneficiaries is not as simple as downloading an online Will kit. Failing to get it right can cause additional grief and considerable cost to your loved ones once you’re gone, even if you feel you have very little to leave.

This week’s guest, Paul Evans of Makinson D’Apice is rated one of the top three estate lawyers in NSW according to Doyle’s, and assists his clients to prepare for the inevitable in the most effective way possible.

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WAAAXing Lyrical - the future for Australia’s tech darlings (Part 2)

WAAAXing Lyrical - the future for Australia’s tech darlings (Part 2)

May 15, 2019

 Scott Phillips from the Motley Fool gives his thoughts on Australia's tech darlings, the WAAAX stocks. Can they continue to deliver great outcomes for shareholders and customers, or will they inevitably succumb to the powers of gravity?

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WAAAXing Lyrical - the future for Australia’s tech darlings (Part 1)

WAAAXing Lyrical - the future for Australia’s tech darlings (Part 1)

May 8, 2019

 The WAAAX group of companies, Australia’s answer to the US’ FAANG megacaps, has had a stellar run in 2019. With valuations far exceeding other sectors on the ASX, however, have you missed the easy gains or is there still more upside?

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Recession is coming: the inverted yield curve and what it means

Recession is coming: the inverted yield curve and what it means

April 17, 2019

An inversion in the yield curve is one of the most respected predictors of a forthcoming recession - the last time it occurred was in 2006. Now the yield curve has inverted again; what does this mean for your portfolio?

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Budget in Reply: the Opposition’s key financial policies in focus

Budget in Reply: the Opposition’s key financial policies in focus

April 10, 2019

With an election looming and both parties seeking to win swinging voters, the key financial policies of the Opposition are as relevant to investors as those of the current Government.

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The Budget in depth

The Budget in depth

April 2, 2019

This year’s Budget is unique in its timing, and also in the fact that it has been released immediately before the announcement of the next Federal Election. Voters should be aware that all of the proposals in this Budget need to be passed into law before they become effective.

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Small wonder: finding gems and managing risk outside the ASX100

Small wonder: finding gems and managing risk outside the ASX100

March 27, 2019

With many large cap sectors under pressure or fully valued, investors seek growth potential in small and micro-cap stocks. With this end of the market less well researched and therefore subject to less scrutiny, how does one avoid the blow ups and seek out the next big thing?

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The risk outlook for global debt markets

The risk outlook for global debt markets

March 20, 2019

There has been recent commentary on the quality of global credit currently being issued and the risks involved, with fears that GFC-like mistakes may be repeated. Other concerns include the spectacular rise of passively managed bond portfolios and fears of a vicious cycle should the market turn.

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The great Australian dream: outlook for the residential property market

The great Australian dream: outlook for the residential property market

March 13, 2019

Residential property remains the asset class that most Australians aspire to own, both as owner occupiers and investors. After five years of astonishing growth in our largest cities, house prices are falling in some areas, with potential consequences for the wider economy.

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Battle of the tech titans: China vs US

Battle of the tech titans: China vs US

March 6, 2019

Nine out of ten international stocks purchased by nabtrade investors are technology based including Apple, Amazon and Alphabet. Recently however, investors have started looking toward the Asian tech giants such as Tencent, Alibaba and Baidu for diversification and growth opportunities. So which region holds the greatest opportunity for investors?

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