Get into the fast lane

Article Abstract:

Preparations for paying annual taxes should include careful analysis of investment portfolios, which can be evaluated with 7 techniques. These include monitoring expenditures, adding profits from rising classes to falling classes, maintaining broker contact and estate planning, reviewing insurance, investing in guaranteed returns, and having a wide range of assets.

Author: Dobbie, Mike
Open-End Investment Funds, Investment Funds & Trusts, HOLDING AND OTHER INVESTMENT OFFICES, Financial services industry, Financial services, Cover Story

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Don't spend it, invest it

Article Abstract:

Various savings and investment strategies are recommended for Australians benefiting from the recent tax cut. A superannuation fund is a good place to invest because even more taxes are avoided.

Author: Dobbie, Mike
Planning, Economic aspects, Tax reform, Savings, Tax policy, Tax refunds

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Volatile start for young investors

Article Abstract:

The lessons learnt by six teenagers in the Teenage Investment Challenge regarding how the fund managers performed their duties in helping investors about investment are discussed.

Author: Dobbie, Mike
Management dynamics, Practice, Demographic aspects, Investors, Investment management, Financial managers

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Subjects list: Management, Australia, Investments
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