Tag: Liberum Financial Advisers

Managing your SMSF in regulatory uncertainty

August 23, 2016

There was a raft of announcements at the May federal budget that could impact the SMSF sector should the Senate pass these proposals later this year.

It can be challenging running an SMSF during these times of regulatory uncertainty. But Daniel Martinez, senior financial adviser and Authorised Representative of AMP Financial Planning, says the starting position is to assume the proposals will become law.

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Shares hitting bear market territory – the fear of fear itself or something more fundamental?

February 18, 2016
  • The malaise in financial markets is continuing with Australian shares now joining Europe, Japan and emerging markets in a bear market.
  • Global growth worries could drive more short term weakness. But in the absence of a US/global recession it’s hard to see a deep and long bear market.
  • The key for investors is to recognise that periodic declines in share markets are normal, that selling after big declines just locks in a loss, that dividend income from a well-diversified portfolio is little affected by share market volatility and that income flow from Australian shares is now very high relative to bank deposits.
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