It was a pleasure to hold a presentation on the Global Equity Market Outlook with AMA NSW last week. We had an excellent speaker with Martin Crabb – Chief Investment officer from Shaw and Partners, who pointed out some of the warning signs that are appearing in Global Equity markets and and how to position…
Details
Financial Planning Masterclass A big thanks to all those who attended our financial planning masterclass at the AMA NSW offices in St Leonards last Thursday evening. We covered off on a number of topics on the evening and we hope it was valuable for all those in attendance, we will endeavour to get back…
Details
Doctor Week Dinner 2017 – AMA ACT What a pleasure it was to sponsor this event at the AMA ACT offices on the evening of Wednesday the 26th of July 2017. I’m sure both Meegan Fitzharris(assistant Health Minister) & Shane Rattenbury(Minister for Mental Health) will be better for the questions and feedback from all attendees there, those…
Details
The team at Specialist Wealth attended the RACGP – ‘Starting a Private Practice’ event at the Rydges hotel down in Canberra on Saturday the 22nd of July as one of the sponsors. One of our advisers Russell Price got on stage and spoke about ‘Setting up a private practice’ before morning tea and about ‘Property’…
DetailsThere’s a lot going on at the moment. In the interests of brevity, we’ll confine our thoughts in this Weekly to just two of the many topical issues exercising investors’ minds at the moment. Ukraine Russia’s effective invasion of the Crimea triggered a sharp fall in Russian stocks and the rouble. In response the…
DetailsWe’ve had a few questions regarding our recent decision to add to our holdings in Australian bonds. The common perception is that, with interest rates still around historic lows, bonds offer a poor return. What’s more, with interest rates on the floor it would seem the only way is up. A bond’s price moves in…
DetailsYour income is the foundation upon which your family’s financial plans are built and in most people’s lives there won’t be a larger asset to protect than their cumulative income. Consider this – a 30-year-old man currently earning $120,000 per annum with salary increases of 5% each consecutive year will earn over 11 1/2 million dollars…
DetailsSMSFs which were established during the 2012/13 financial year must lodge their first SMSF annual return by 28 February 2014. These funds will also pay double SMSF supervisory levy: one for 2012/13 and another on account for 2013/14. An SMSF will be established when the trust fund of the SMSF has been created. This occurs…
DetailsEmerging markets are the share (and bond) markets of emerging economies (such as Indonesia and Brazil) as distinct from the more mature developed economies (such as US and Germany). They have historically benefited from being within countries with higher levels of economic growth, but have also experienced more volatility than developed markets. In recent weeks…
DetailsHi all, Wanted to say a big thank you to Wollongong Hospital for having us as their guests for O-Week today. We got to meet a bunch of great new doctors and hope that their careers will be a successful. A big congratulations to Hayley Coburn who won the new I-pad air for the competition…
Details