SMSF’s drop the ball on risk in asset allocation

SMSF’s are taking on more risks than they probably realise by investing most of their assets in Australia. They should … [Read more...]

Start with yourself: How much wealth is enough?

What’s the best benchmark in setting expectations for wealth creation and other measures? Some people compare themselves to … [Read more...]

Protect your greatest asset – your income

Working is easy when you are in full health, but no one is protected from unexpected health issues. If you're employed or … [Read more...]

SMSF strategy: Keeping it all in the family

Adding family members to your self-managed super fund (SMSF) can increase your fund's buying power and provide more estate … [Read more...]

Keeping your portfolio on track for the long term

Investors are worried about rising interest rates, and yet rates are lower than at year-end 2013. People fret that shares are … [Read more...]

Personal financial advice: Calibre Second Opinion Service

We have had great client feedback and support from the launch of our Second Opinion Service late last year. For our valued … [Read more...]

Investing in superannuation: The small business owner’s paradox

There is somewhat of a paradox when it comes to the self-employed and superannuation. Owners of small-medium businesses are … [Read more...]

The personal impact of a low-interest environment

The Reserve Bank's very recent decision to cut the official cash rate to a 54-year low of 2.25 per cent will no doubt … [Read more...]

Personal finance planning: Do you need resolutions or goals?

With the holiday period behind us and now that we’re into February 2015, now is the perfect time to talk about New Year's … [Read more...]