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risk management

SWFs have liabilities to manage too

Financial Adviser's picture
Submitted by Financial Adviser on Sat, 04/07/2012 - 20:13

From Financial Standard:

Investing in art and collectables in SMSF

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Submitted by Financial Adviser on Mon, 01/30/2012 - 20:53
Many clients ask us about investing in collectables in superannuation via a SMSF.  On 5 July 2010, the Cooper Review released the final report of its Review into the governance, efficiency, structure and operation of Australia's superannuation system. One of its recommendations was for: ‘SIS legislation, in relation to self managed superannuation funds (SMSFs) should be amended so that: 
  • the acquisition of collectables and personal use assets by SMSF trustees be prohibited;

Financial planning for low income earners

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Submitted by Financial Adviser on Mon, 01/30/2012 - 16:22

Financial literacy is a vital part of navigating today’s complex financial world. However, despite the importance of financial literacy, certain socio-economic groups have been consistently left out when it comes to receiving financial advice. Low income clients are a major group which have traditionally been excluded from the advice process. This is partly due to barriers such as cost and access to affordable advice, but also due to issues such as an industry focus on high-net-worth clients.

Fixed interest

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Submitted by Financial Adviser on Wed, 01/25/2012 - 23:55
This is a continuation of our discussion about asset classes. A defensive component of an investment portfolio is very important for most clients to provide stability and help mitigate risk. Fixed interest securities are among the lowest risk and most liquid investments available. These characteristics make them a solid foundation for most financial plans.
 

Financial Leverage - Margin Call Movie

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Submitted by Financial Adviser on Fri, 01/06/2012 - 01:14

Margin Call Movie

If you think margin calls only effect personal investors, watch a Margin Call movie, a thriller about an investment bank during the early stages of the financial crisis. The Margin Call movie depicts how traders are offered seven figure bonuses to sell off all of the bank’s toxic investments before the market can react to the news of their worthlessness, thereby limiting the firm's financial leverage exposure.

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