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Diversify or face a $4200 fine. That was the blunt warning contained in 17,000 letters to SMSF trustees from the tax office that has sparked widespread fear among superannuation trustees. The letter went to trustees of funds that have 90 percent or more of their retirement funds in a single asset class, such as property. … [Read More]

The ATO has launched a new text message alert service from February 2020 for SMSF trustees. These messages are legitimate and are not scams. However, if you are unsure please check with us in the first instance. The most common reason the text message or email has been triggered is due to a change of… [Read More]

In the update video for this month, I discuss what is driving equity markets to new all-time highs here and in the US.  A trade deal is being priced in but there is is still a long way to go, while central banks around the world are pumping money into the system again.  Closer to… [Read More]

On 30 November 2019, my rowing crew, Leichhardt Rowing Club’s Harpoons, will be participating in the “Head of the Yarra” Regatta in Melbourne. It’s a gruelling 8.6km time trial regatta for coxed eights!  The course winds from within the heart of Melbourne to the Hawthorn Rowing Club navigating through 11 bridges and some serious hairpin… [Read More]

As an investor with us, you will be familiar with the story behind Kallium Lakes (ASX: KLL).  We have been following Kallium for almost a year now as their Beyondie Sulphate of Potash (SOP) project in Western Australia progressed through the final stages of feasibility to be fully funded, with construction now in full swing. … [Read More]

In the update video for this month, I discuss markets as we see a race to the bottom with central banks cutting interest rates and the lingering uncertainty being caused by the US / China trade war that is dragging down global growth.  Closer to home, the recently announced review into retirement income will no… [Read More]