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19Nov 2019

I was asked recently to explain the differences between Exchange Traded Funds (ETFs) and Listed Investment Companies (LIC’s). ETFs and LICs are both assets that can be bought and sold on the Australian Securities Exchange (ASX). At the end of 2018, there were over 250 Funds listed on the ASX. You are investing in a […]

03Apr 2019

The 2019 Federal budget has been delivered. The emails about the budget started flowing in to my inbox last night, with plenty of analysis and commentary. It seemed like journos and professionals in the Budget Lockdown tasked with providing insight and opinion for media outlets and professional associations were pretty excited. However, I have to […]

21Mar 2019

One of the more disturbing aspects of the ongoing franking credits debate have been the reports of health troubles being suffered by affected retirees. As noted by The Australian when reporting on a franking credits hearing: Several speakers referred to the personal impact of the policy. “I recently had a heart attack,” said one man. “And when […]

14Mar 2019

In Greek mythology Sirens were beautiful half-bird/half female creatures, but you couldn’t trust their appearance. They lured passing sailors with beautiful music and melody toward their island home. Their singing was so enchanting that the sailors would forgo everything else in life to steer towards their song. The tranced sailors would be drawn onto nearby […]

01Mar 2019

One of my favourite sayings is “Begin with the end in mind”, that of course comes from Steven Covey’s book 7 habits of highly effective people. In the context of investing that statement translates to “start well, finish well”. Fundamental to this approach is to have a clear vision and direction and go on from […]