The anatomy of a successful commercial property investment

Published: October 12, 2017

The AMP Capital Wholesale Australian Property Fund recently bought Stage 1 of the Connect Corporate Centre in Mascot, Sydney, a sleek, brand-new building close to the Sydney CBD valued at $43.6 million.  What made the building so attractive? For a start, it has a list of blue-chip tenants that will deliver reliable income, but also […]

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6 tips for managing money and memory loss

Published: October 9, 2017

The potential for memory loss later in life mightn't be a subject you want to broach, but having a contingency plan could go a long way. Memory loss in your later years can be difficult, emotionally as well as financially. That's why having a conversation with your loved ones, or devising a plan early on, […]

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The US Federal Reserve starts quantitative tightening

Published: September 21, 2017

The US Federal Reserve provided few surprises following its September meeting. While it left interest rates on hold, it confirmed that it will begin what it calls “balance sheet normalisation” next month and continued to signal its expectation that it will raise interest rates again in December and in the years ahead. While projected interest […]

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More Aussies retiring later in life

Published: September 20, 2017

Australians have one of the highest life expectancies in the world and forecasts show that’s only going to increase over the next four decades1. To put it into perspective, around 40 years ago, the number of Australians over age 85 was 80,000 and in about another 40 years that number is projected to reach around […]

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Options: Why diversification may not be enough

Published: September 14, 2017

If you look around the world we face unprecedented risks. The Trump Presidency, North Korea’s nuclear ambitions, rising interest rates, and fully valued markets are all spot fires that could engulf portfolios. These risks can seriously dent investor’s and client’s life savings, and damage their ability to reach important financial goals. The stakes are high. […]

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5 reasons commercial property is a great source of stable retirement income

Published: September 14, 2017

Residential property has become the new religion in Australia. The buoyant market, particularly in Sydney and Melbourne where house prices have jumped 75% and 50% respectively in recent years, means residential is constantly talked about and analysed.  But as more and more baby boomers move into retirement, there is a growing need to seek investments […]

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Looking after your finances when looking after others

Published: September 13, 2017

There are millions of Australians providing care to an older person or someone with a disability or long term health condition. Looking after ageing parents or unwell family members and friends can be very emotional and stressful. Your day to day routine could change dramatically. It's important to look after yourself and keep an eye […]

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Another five great charts on investing

Published: September 12, 2017

New ways to access various investments, tax changes and new regulations, all with social media adding to the noise. But it’s really quite simple and this can be demonstrated in charts. This note continues our series that began with “Five great charts on investing”, which can be found here and looks at another five great charts – […]

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Can I afford to have fun in retirement?

Published: September 11, 2017

If you’re in or approaching retirement, you may be prioritising things such as living costs, utility bills, health care and even helping the kids out with their future financial goals. With many Australians looking at a retirement of 30 years or more, another thing to give some thought to is keeping some money aside for your own […]

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