Three long-term goals

Article Abstract:

This article describes a situation where a recently-graduated university student can achieve her goals of buying a new car, travel overseas, and buy a condominium. Giving each goal a priority and a time frame is significant, as are choosing a unit trust and fund manager.

Open-End Investment Funds, Investment Funds & Trusts, HOLDING AND OTHER INVESTMENT OFFICES, Financial services industry, Financial services

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When the numbers don't add up

Article Abstract:

In order to reconcile numbers in newspaper stock tables with the numbers on statements from fund managers, it is necessary to have an understanding of how unit pricing works. The complicated formula is explained.

Methods, Practice, Investment advisers, Unit pricing

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Gear change for investors

Article Abstract:

The impact of the capital gains tax (CGT) reform in Australia on gearing (borrowing to invest) is analyzed.

Public Finance Activities, Capital Gains Taxes, Capital gains tax

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