Active or Passive? Looking Beyond Headline Returnsby Trilogy Financial GroupThere are many different theories, philosophies and approaches to share investment. One of the most basic decisions is whether to take an active or a passive approach. A Will Isn’t Always The Wayby Trilogy Financial GroupEstate planning concerns the effective transfer of wealth from one generation to the next. An effective plan will ensure that assets pass to the intended beneficiaries in a way that will meet the desires of the deceased, the needs of the beneficiaries, and minimise any tax burden. Winners and Losers with Higher Interest Ratesby Trilogy Financial GroupReading the newspapers, it seems that everyone hates higher interest rates. There’s good reason for that. Higher interest rates are supposed to reduce our spending power. But it’s a bit like medicine – a bitter taste now to make us feel better in the future. Gear up your superby Trilogy Financial GroupSelf managed super funds are about to enter a revolution. New rules have legitimised a form of borrowing in superannuation – something generally not allowed in super funds. |