Margin Loan Management

Margin loan management is an important matter that should be attended with a high level of consistency: in times of volatile market activity in the asset class acquired under the loan terms, particularly close monitoring is advisable. Continuum Financial Planners Pty Ltd recognises that there are additional risks associated with margin loans and that they should only be considered by investors who are able to deal with the risks associated [...]

By |2019-01-10T12:03:44+10:00August 11, 2011|General|0 Comments

Negative Gearing

What is negative gearing? Negative gearing occurs when the expenses associated with an investment, including interest on the money borrowed, are greater than the income derived from the investment. [Gearing itself simply refers to the act of borrowing money to invest.] Typical investment assets subject to negative gearing arrangements, are property (particularly rental property); and share portfolios. Satisfying this test means that you are making an income loss on the investment: [...]

By |2017-07-31T14:48:34+10:00January 14, 2010|Investment Strategies, Wealth Management|0 Comments

Ongoing Adviser Servicing valued

The following article was posted in October 2008, during the severe days of the GFC aftermath - and before 'the Storm debacle' became publicly exposed. Continuum Financial Planners Pty Ltd has a consistent history of providing exceptional, proactive service to their 'active' 1 clients. The article is being updated in a minor way and re-publicised to reassure our clients that their best interest is uppermost in our business culture. Ongoing [...]

By |2018-01-04T16:43:31+10:00October 28, 2008|General, Wealth Management|0 Comments

Dealing with a Capital Gain

Dealing with a Capital Gain may not seem too difficult a problem, but reporting the capital gain for taxation and other regulatory purposes requires particular attention. Realising a capital gain on the disposal of an asset can arise from transactions other than sales. Your taxation advisor will be able to confirm whether a transaction you have made with an asset MAY be taxable. If you make a taxable capital gain [...]

By |2021-03-01T14:17:38+10:00May 23, 2008|Tax, Wealth Management|0 Comments
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