And now for the bad news

Article Abstract:

Financial planners often to a less than average job of informing their clients on the risk attached to certain investments or risk in general. Planners also invest money in stable funds that do not have much opportunity for growth. Investors need to evaluate their own tolerance for risk, develop a long-term investment plan that is reviewed during times of volatility.

Author: Price, Glenda
Safety and security measures, Financial planning, Financial planners

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Shifting through shelters

Article Abstract:

Issues related to personal investments are examined, focusing on developments in the economic marketplace in March 1999. Topics include evaluating tax shelters, researching retirement options, the Australian Securities and Investments Commission Office of Consumer Protection, the Managed Investments Act, and the fringe benefit tax year.

Author: Price, Glenda
Statistical Data Included, Analysis, Tax shelters

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Start doing your tax now

Article Abstract:

Issues related to personal tax planning are examined, focusing on the need to plan in advance. Topics include the need to claim all deductions, income deferment, and income-splitting.

Author: Price, Glenda
Planning, Tax deductions

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Subjects list: Management, Personal finance, Australia, Tax planning
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