Share Market Reporting Season June 2014

Share market reporting season excites many in our community: apart from the daily news commentators, everyday Australians have reason to show an interest (as most of them have, through their superannuation accounts, money invested in shares in Australian companies). The Australian Sharemarket has responded well to the positive results posted by our listed companies for the June 2014 quarter: the linked video brings the thoughts of IML's Hugh Giddy (their [...]

By |2021-01-21T15:23:56+10:00September 11, 2014|Market Updates|0 Comments

Investment Yield

Investment Yield in the decision-making process The investment yield available from any given asset, helps investors determine the appropriate tactic in relation to allocation of investable funds to that asset. The decision could be whether to retain, to acquire, to vary the holding of that asset. When the allocation to an investment is being contemplated, the yield will be a factor in deciding whether or not to purchase. Specifically, the cashflow [...]

By |2020-08-12T20:05:29+10:00November 15, 2013|Investment Strategies, Wealth Management|0 Comments

Business Succession strategies

Business Succession strategies give peace of mind A recent report conducted cooperatively by the major accounting firm KPMG with Family Business Australia, reveals that there is a high degree of satisfaction experienced by most small (family) business owners, it also identified that the absence of adequate business succession strategies is a source of concern. The report also identified a number of business strengths. A major threat to the longevity and success [...]

By |2020-08-12T20:33:16+10:00November 15, 2013|Wealth Management|0 Comments

Investment returns attract

- but International offer probably too good to be true! In times where there has been severe impacts on the valuation of investment assets - and prolonged periods of low returns - offers of higher investment returns attract the attention of many, especially those who feel they have less time available to recover their losses. During the buoyant period after the post-GFC recovery had been under way for about a [...]

By |2021-01-18T11:21:26+10:00August 1, 2013|General, Market Updates|0 Comments

Business Succession planning critical

Why business succession planning? Business Succession Planning is an important way to provide peace of mind and the comfort of financial independence to the family, partners and business stakeholders of the entrepreneur in control of the business. It ensures that there is an orderly process prescribed for ownership/ governance succession that provides for it to continue following the departure of (one of) the current owner(s). At its simplest, business succession is the act [...]

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