Wealth

Market and economic overview 18th January 2018

US equity markets surged into year-end, bolstered by strong global economic growth, healthy company earnings and the passage of President Trump’s US$1.5 trillion tax-reform package, described as the biggest US tax overhaul since 1986....

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How using core-satellite investing with ETFs can give you outperformance potential 17th January 2018

Core-satellite investing is a portfolio construction approach that has been used by both institutional and individual investors for many years now and is an approach we have adopted at Kelly + Partners Wealth Management....

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The 15 Minute Retirement Plan - How to avoid running out of money when you need it most 18th December 2017

One of the biggest risks an investor faces is running out of money in retirement. This can be a personal tragedy. People may work their whole lives to accumulate enough wealth for a comfortable retirement only to find they have come up short....

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Protect yourself; no-one else can do it for you 7th December 2017

We all know how much more litigious our society is becoming . . . and we’ve all heard horror stories of how some unexpected business risk appeared from left field and totally destroyed someone. “It was never meant to happen.”...

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Get a scoreboard - what is not measured cannot be managed 1st December 2017

When we live our day-to-day lives with such focus and precision the results are truly amazing. What is not measured cannot be managed....

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Get structured - best not to build on a foundation of sand 1st December 2017

The whole area of structuring is full of opportunities that are seldom effectively utilised. What do we mean by structuring? ...

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Kelly+Partners Wealth Philosophy 30th November 2017

Our ideas about money and ability to build wealth are most profoundly influenced by the people who raised us. These people passed on their understanding of what money is all about....

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Get less tax - there are numerous ways to pay less tax 1st November 2017

There are numerous ways to pay less tax. As the quote above indicates, even people as wealthy as the late Kerry Packer are keen to find ways to minimise tax....

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Get an exit plan now - start as you intend to finish 1st October 2017

Many self-employed business owners will rely on the sale of their businesses to fund their retirement. In many instances they have no (or very limited superannuation) at the time of sale....

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When it comes to tax, most people rip themselves off 1st September 2017

When it comes to tax most people rip themselves off. It is not the system, rather it is the lack of sophisticated engagement with the system that costs taxpayers money....

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