Annabelle Dickson
18 Articles0 Comments

Move over managed funds, separately managed accounts are taking over

Investors who use financial planners are increasingly likely to have their planner recommend that they use a separately managed account. The problem is they don’t know what they are. Separately managed accounts are similar to traditional managed funds but instead…

Taking control of your My Health Record

While Australians are sorting out their private health insurance arrangements, with the introduction of private health insurance reforms this month, they also should take the time to look at their My Health Record to ensure they have the right privacy…

Q&A

Q: I’ve read about the income tax changes announced in the Budget but they all seem to be happening in a few years. I have concerns about the tax return that I will be filing on 30 June and would…

Getting the bank of mum and dad right

The fall in housing prices has led parents to rethink whether they should open up the Bank of Mum and Dad (BoMAD) for their first home buyer offspring. Housing prices in Sydney have dropped 10.94 per cent and in Melbourne…

Investors look beyond the FAANG stocks for future growth

Investors seeking long-term returns from international equities need to look beyond the current crop of market heavyweights. Move over FAANG, a new group of disruptors will lead the S&P 500 a decade from now. The Facebook, Apple, Amazon, Netflix and…

Australians not ready for private health insurance changes

Australians are missing out on crucial information on the changes to their private health insurance policies because their insurers are not updating them on their changing cover. As a result, 75 per cent of policy holders say they have not…

Q&A

Q: With all the changes to the private health insurance system, I was wondering if the Government rebate will be changing at all this year? A: The Australian Government Rebate on private health will change on 1 April at the…

Investors shift their focus to overseas equities

Nearly half of all the new investments in exchange traded funds (ETFs) last year went into international equity ETFs. This marks a significant shift in investor preferences in the ETF market, according the joint Annual ETF research Report for 2018…

How to beat the income recession

Australians need to rethink their approach to financial planning as they face the grim prospect of almost no real income growth for the next six years The International Monetary Fund’s recent report on Australia’s economic outlook has projected low growth…

Retiree cost of living edges up

The cost of living for Australian retirees edged up towards the end of last year. The Association of Superannuation Funds of Australia’s latest Retirement Standard for the December quarter finds that in order to live a comfortable retirement, couples aged…