What impact will coronavirus have on your investments?

Coronavirus’ impact on share markets is a hot topic at the moment. We’ve seen global markets fall by over 10% between 21 February and 2 March 2020. It seems that the market’s sentiment shifted literally overnight from a state of being arguably ‘over-optimistic’ to being ‘very fearful’. Some of my clients have voiced their concerns …

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Tax benefits associated with investing in shares

Investing in shares can produce tax benefits. But it can also result in tax liabilities too. Terms such as “franking credits” and “imputation credits” (same thing) were frequently used during last year’s federal election (the Labor Party proposed to ban franking credit refunds). However, many people do not understand these concepts. So, this blog seeks …

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How to invest in Emerging Markets such as China and India

According to global bank Standard Chartered, the Chinese and Indian economies are expected to more than triple between 2017 and 2030. In fact, China’s Gross Domestic Product (a measure of a country’s economic output) is predicted to be more than double the USA. This is because the International Monetary Fund predicts that emerging economy growth …

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What investment returns can we expect from share markets?

The Australian and US share markets reached all-time highs at the end of last week. This is great news for superannuation returns and existing share investors. However, where will the markets go from here? When valuations are high, future returns will be low There is a strong negative correlation between the starting valuation multiple (e.g. …

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Investment and super fees: Don't cut off your nose to spite your face! (Hostplus Indexed Balanced)

Each year, we write an update to this article – see here. It is very important to minimise investment fees and I have written about this previously. However, it is equally (sometimes more) important to ensure you invest in such a way that positions you to enjoy superior returns. I believe that you can do …

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