Episodes

Tuesday May 08, 2018
Federal Budget 2018 – Opportunities and Considerations
Tuesday May 08, 2018
Tuesday May 08, 2018
Treasurer Scott Morrison’s third budget features personal tax cuts as one of the Government’s core measures. Gemma Dale, discusses the key takeaways from the Budget announcement and specifically takes a deep dive into the proposed changes to the taxation, superannuation and pension systems.
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Tuesday May 01, 2018
Market Threats and Opportunities with Jack Lowenstein
Tuesday May 01, 2018
Tuesday May 01, 2018
What do French trams, the Bank of Internet and a Pakinstani cement company have in common? They’ve all found their way into the global equity portfolios managed by Morphic Asset Management’s Jack Lowenstein. Morphic’s portfolios are global, ethically screened and allow for shorting, representing an expansive view of the world’s current investment opportunities.
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Tuesday Apr 24, 2018
What’s ahead for the Australian property market
Tuesday Apr 24, 2018
Tuesday Apr 24, 2018
After five years of unprecedented growth in house prices in some of Australia’s largest cities, many investors are more exposed to residential property values than ever before. Others who may be looking to buy a first home or investment property are hopeful price growth has moderated.
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Tuesday Apr 17, 2018
How to Create Your Own Financial Plan with Paul Clitheroe – Part 2
Tuesday Apr 17, 2018
Tuesday Apr 17, 2018
In part 1 of this must-listen podcast, renowned finance expert Paul Clitheroe, Chair of InvestSmart and the Government’s Financial Literacy Board, outlined the critical steps for creating your own financial plan – and achieving your goal of financial independence. In part 2 of this two part series, Paul goes further to explain some of the critical concepts of building wealth.
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Tuesday Apr 10, 2018
How to Create Your Own Financial Plan with Paul Clitheroe – Part 1
Tuesday Apr 10, 2018
Tuesday Apr 10, 2018
Most Australians know that a good financial plan will set them up for the life they dream of, but are nervous about seeking advice from a financial planner. Renowned finance expert Paul Clitheroe, Chair of InvestSmart and the Government’s Financial Literacy Board, is passionate about helping all Australians reach their financial goals – the smart way.
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Wednesday Apr 04, 2018
Don't Let Tariffs Trump Your Portfolio
Wednesday Apr 04, 2018
Wednesday Apr 04, 2018
Global markets have entered a critical juncture due to the uncertainty involving trade tariffs announced by the Trump administration.
The U.S. argues that trade barriers are warranted in order to reduce its deficits against its trading partners as well as to protect American jobs and intellectual property. However, the risk is that as other countries retaliate against tariffs, there could be unintended consequences for various industries and workers and global growth is impacted.
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Tuesday Mar 27, 2018
Top 5 mistakes with SMSF borrowing
Tuesday Mar 27, 2018
Tuesday Mar 27, 2018
For many SMSF experts, the number one question they get from prospective and current SMSF trustees is ‘Can I use my super to borrow to buy property?’ The legislation governing SMSF borrowing is complex and fraught with pitfalls for the unwary investor, and yet there is plenty of potential to use this strategy to grow your retirement savings.
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Tuesday Mar 20, 2018
Currency outlook for 2018 – how the dollar could affect your portfolio
Tuesday Mar 20, 2018
Tuesday Mar 20, 2018
The Australian dollar is renowned as a volatile currency, having traded as high as $US1.10 and as low as $US0.49 over the last two decades. Over the last two years, however, it has traded in a relatively narrow range – is this lulling investors into a false sense of security?
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Tuesday Mar 13, 2018
Going global in 2018
Tuesday Mar 13, 2018
Tuesday Mar 13, 2018
Australian listed companies represent approximately only 2% of world share market capitalisation according to MSCI and many great investment opportunities, particularly in sectors such as technology and pharmaceuticals, are available only in markets such as the US and Europe. As a result, Australian investors are increasingly looking offshore to diversify and grow their portfolios.
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Wednesday Mar 07, 2018
Is an SMSF right for me?
Wednesday Mar 07, 2018
Wednesday Mar 07, 2018
There are now over 600,000 SMSFs in Australia, with over 1.1million investors having chosen to manage their own retirement savings. SMSFs offer unprecedented control, flexibility and investment choice, but also come with a long list of responsibilities and obligations, so it’s worth giving considerable thought to whether it’s the right structure for you.
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