Shorten’s ban on asset transfers a gamble for SMSFs

New rules announced within the latest Stronger Super reforms package, banning self-managed super funds (SMSFs) against making in-specie asset transfers, will disadvantage SMSFs and exposes them to greater costs and risks, warns Hewison Private Wealth.

John Hewison, CEO of Hewison Private Wealth, said while the move to introduce MySuper and cut costs for superannuation members has been...

Special Market Update

Market volatility continues as expected but there are some very positive signs coming out of Europe and the US. This should go a long way towards bringing some stability and confidence in global share markets which we expect would have a direct influence on our markets in Australia.

Renovated super tax laws to boost property appeal for SMSFs

The “renovation” of the laws surrounding borrowing in super and property is a welcome development for Self Managed Super Fund (SMSF) members who will now be able to upgrade properties owned within their superannuation fund, but there are boundaries investors must beware of, according to Hewison Private Wealth.

Special Market Update

Global markets were sold down aggressively overnight in response to lingering concerns over the European sovereign debt issues and a slower than expected economic recovery in the US. Our market has responded accordingly falling around 4.2% at midday.

Herald Sun“Take control of nest egg”

ANTHONY Keane examines the basics of starting a self-managed super fund.

The fastest-growing slice of our retirement savings sector also can be the most dangerous for people who don't play by the rules.

Sydney Morning Herald "A decent return can be found"

John Collett goes in search of investments that will perform better than term deposits.

Financial planner and founder of Hewison Private Wealth, John Hewison, says the big listed investment companies, such as Argo Investments and Australian Foundation Investment Company, can be a better way to invest in shares, rather than investing in shares directly.

Sydney Morning Herald “Make It: Funding a private education”

John Collett discusses mortgage redraws with Hewison Private Wealth founder, John Hewison who says it’s the best investment option for meeting education expenses such as your child’s school fee payments. The strategy is to make extra repayments on the mortgage and then redraw the money to pay school fees. Hewison says this is a perfectly sound strategy and has a lot of advantages.

Smart Investor "The best money ideas from the best money minds"

Hewison Private Wealth Director Chris Morcom, has been named in Smart Investors top 10 financial planners for 2012.

Asset Allocation & Multi-Generational Planning; Risk Profile only part of the equation - 2011 June Issue # 36

What is Asset Allocation?
Asset allocation is the percentage allocation of investment funds to the various investment classes, the main ones being –
· Cash
· Real estate property
· Australian shares
· International shares
· Fixed and variable interest

From the CEOs Desk - 2011 June Issue # 36

It has certainly been a long hard slog for investors with the Australian sharemarket remaining flat despite all the positive economic indicators. We have low unemployment, a booming resource sector, apositive GDP outlook as forecast by the International Monetary Fund and the Reserve Bank. So why isn’t our share market booming? Major global share markets have recovered despite their economies co...

Are the good times over for property? June issue # 36

Over the past ten years Australians have experienced a residential property super cycle where values have increased considerably over this period. The main drivers of this meteoric rise have been historically low interest rates, low unemployment, government grants for first home buyers and the strongest terms of trade seen in 140 years. The only hiccup during this period was from late 2007 through...

Economic Update - 2011 June Issue # 36

While many thought that the world markets would recover strongly over 2011 it seems we have been stuck in a rut over the past few months with most investment markets tracking sideways.

While markets are often driven by fear and greed we cannot ignore the underlying economic factors that also serve to drive investment markets on a global scale.