Episodes

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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Tuesday Feb 27, 2018
Should you consider the new Downsizing Contribution to Super?
Tuesday Feb 27, 2018
Tuesday Feb 27, 2018
Recent legislation gives older Australians the opportunity to contribute up to $300,000 each to superannuation if they sell their homes. This sounds like a great way to increase your super and free up some capital for a more comfortable retirement, but do the benefits really stack up?
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Tuesday Feb 20, 2018
How much can I afford to spend in retirement?
Tuesday Feb 20, 2018
Tuesday Feb 20, 2018
While many of us long for leisurely days playing golf and gardening, or perhaps travelling the world, the reality of retirement presents many challenges for older Australians. Making your savings last a lifetime is a tricky proposition, and both spending too much, and too little, during this stage of life can hugely affect the quality of your post working life.
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Tuesday Feb 13, 2018
ETFs - Behind the Hype
Tuesday Feb 13, 2018
Tuesday Feb 13, 2018
Exchange Traded Funds, or ETFs, have become one of the most popular products for investors who are wishing to create long term wealth. Once just simple index trackers, they now offer exposure to currencies, sectors such as robotics and biotechnology, and even allow investors to short or leverage their market exposure.
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Wednesday Feb 07, 2018
The Great Disconnect – Portfolio Risks in 2018
Wednesday Feb 07, 2018
Wednesday Feb 07, 2018
In early 2018, US equity markets had reached their highest levels on record, the ASX had shrugged off the shroud of the 5000s and volatility was at all-time lows. Yet for those who closely watch Treasury markets and geopolitics, there was great uncertainty unheeded by exuberant equity investors.
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