retail investors

Financial planning

International equities - to hedge or not to hedge?

In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equ...

Financial planning

ASIC bans member of Romad Financial Services for four years

The Australian Securities and Investments Commission has banned Rory Mor Macleod Deutsch from providing financial services for four years following an investigation....

Financial planning

The structured products learning curve

Earlier this year, ASIC promised to direct most of its efforts to scrutinising areas such as advice related to structured products. Janine Mace examines the implications ...

Financial planning

Big players blamed for shrinking mortgage fund sector

Perpetual and AXA's decision to wind up their mortgage funds would result in increasingly limited choices for investors in this sector, according to Equity Trustees portf...

Editorial

How investors can double their money in 10 years

Stephen Hart outlines a low-risk strategy to double an investor’s money in 10 years....

Superannuation

Investec recognises SMSF demand for cash products

Investec banking specialist Gareth Bird said the demand for more cash products has led the company to expand its cash investment options for retail investors....

Superannuation

SMSF trustees still cautious on ETFs

While recent research into the investment trends of SMSFs indicate that exchange traded funds (ETFs) are growing in popularity, for Graeme Colley, superannuation strategy...

Editorial

Does strategic asset allocation make sense?

Strategic asset allocation may represent the conventional approach but Dominic McCormick questions whether it deserves the credibility it carries....

Financial planning

Listed property back in favour

Listed property appears to be returning to its previous model and slowly becoming a defensive asset again, resulting in more positive financial adviser and investor attit...

Funds management

Centuria supports unlisted property disclosure proposals

Centuria Property Funds has come out in support of the Australian Securities and Investments Commission's (ASIC's) proposals to improve disclosure in the unlisted propert...

Editorial

Superannuation for dummies

Lack of investor engagement with superannuation is a widespread issue. Bill Buttler provides guidance on fee comparison for retail investors, and argues standardised meas...

Editorial

How much will the carbon tax cost responsible investors?

The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...

Editorial

How much will the carbon tax cost responsible investors?

The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...

Financial planning

Financial planning and responsible investment - the new paradigm

There has been a growing interest in responsible investments over the past year, particularly among retail clients. Climate change and rising sea levels are just some of ...

Editorial

Gold investments - too much of a good thing?

Recent market events have put an emphasis on the value of gold, leaving investors curious to know whether investing in this commodity would be a good decision. Dominic Mc...