About Andrew North

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So far Andrew North has created 9 blog entries.

The International Opportunity

Historically Australians have over invested in domestic equities at the expense of international equities. Many feeling comfortable with their investments being closer to home, in a company they can connect with and read about in local media. There being a feeling of greater understanding of the political environment and the domestic economy and the [...]

By | 2018-09-06T17:47:13+00:00 September 6th, 2018|Financial Planning, Investment Advice|

Equities, Currencies & Commodities News June 2018

Equities Developed market stocks rose 0.6% over the month U.S. increased 2.4% European equities rose 0.1% Japan declined 1.2% emerging markets lost 3.5% Brazil fell 10.9% Currencies U.S. dollar rallied over the month. pressure on emerging market currencies, worst  being the Argentine peso and Turkish lira euro fell 2.5% on political uncertainty in Italy British pound fell to a near five-month low [...]

By | 2018-09-06T17:56:01+00:00 September 6th, 2018|Currencies & Commodities|

Investment News June 2018

geopolitical uncertainty and bouts of market volatility U.S. unemployment rate steady downward trend, down 0.2% to 3.9%, lowest since December 2000 U.S. increase in industrial production, expanding economy, inflation solid 2.1% core CPI political developments in Italy pressured Italian government bonds most developed market yields fell as investors bought “safe-haven” assets such as U.S. Treasuries, [...]

By | 2018-09-06T17:43:07+00:00 September 6th, 2018|Investments|

Superannuation News June 2018

banking royal commission focuses on superannuation at next public hearing Treasury consults on three-year audits for some SMSFs rules about what can and can’t be done with property held by self-managed super funds are often misunderstood From 1 July 2018, clients aged 65 or over are able to make downsizer contributions using the proceeds from the [...]

By | 2018-09-06T18:01:59+00:00 September 6th, 2018|Superannuation|

High Court brings Binding Financial Agreements into the spotlight

A surprising decision in the High Court involving binding financial agreements where 2 agreements were set aside by the court for various reasons. In Thorne v Kennedy, the deceased husband's legal personal representative (LPR) and his aggrieved surviving wife arrived in court on appeal with the widowed wife hoping to have the 2 agreements [...]

By | 2017-11-14T20:19:13+00:00 November 14th, 2017|Estate Planning, Financial Planning|

Aged Care is a complex area – seek professional help

To be admitted to an aged care facility you will need to be assessed by the Aged Care Assessment Team (ACAT). You can usually book that through your GP or a hospital. Once the assessment confirms residential care is required you can then begin to approach facilities and discuss admission. While you're spending the [...]

By | 2017-10-02T12:13:25+00:00 September 29th, 2017|Financial Planning|

Investment Strategies in Retirement

Along with all the decision-making about how to change to retirement status, it’s very important to think about how you should invest in retirement. So as you look ahead to retirement and create an income plan, you should also consider factoring in the following investment strategies. Strategy number 1: Beware of inflation With retirement [...]

By | 2017-11-10T11:48:41+00:00 August 18th, 2017|Financial Planning|