Momentum is a share market factor strategy that involves investing in stocks that have exhibited strong price growth over the past 12 months. On the surface, it sounds logical – buy stocks that have been performing well. However, as with many ideas that appear compelling in theory, the reality is more nuanced. Momentum investing often …
From time to time, clients ask whether being classified as a “wholesale investor” unlocks better investment opportunities. It might sound impressive and exclusive but what does it actually mean in practice? Do very wealthy people have access to a lot better investments? What is a wholesale investor and what does it mean? A wholesale investor …
In Australia, we don’t currently have an inheritance tax like some other countries do. That said, the idea has been popping up in political conversations, especially with the government recently discussing it at the Economic Reform Summit in August. But here’s the thing: while we don’t have a broad inheritance tax, there is one sneaky …
Borrowing capacity is usually an investor’s scarcest resource. Because it’s limited, it should be allocated with great care and consideration. The goal is to ensure every dollar of borrowing capacity is put to its highest and best use. One way to measure this, is by considering the return on borrowing capacity – a simple framework …
I have written before about estate planning – wills, powers of attorney, super, and the like (here in 2018 and here in 2020). That said, we keep getting the same questions on a few topics, so I thought it was worth taking a closer look at them. Beware of higher tax rates for children Minors …
Over the last 30 years, land tax has risen at an exponential rate, and it is now a significant expense for property investors as well as a significant revenue stream for state governments. Historically, the general trend has been for the percentage-based tax rates to decrease but the land value thresholds to increase, which you …
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