Educational articles

Corporate Actions Simplified

A corporate action is an event which a publicly traded company has initiated which will impact shareholders. These corporate actions usually have a strong effect on the stock price and give investors a clearer view into the company’s financial position. Due to the possible effect on the company’s share price, it is important for investors to be familiar with different corporate actions. A company may enter into a corporate action for a variety of reasons such as to increase profitability …

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Direct Shares Compared to Managed Funds

Managed Funds are a way to own shares without having to select the individual shares yourself. It is a way to pool all investors in a group and share the benefits together. You buy units in the fund from the fund manager and sell these units back in the future to this fund manager. This industry has exploded with many to choose from but for the last 40 years most managed funds have not beaten the market average. The predominate …

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Growing Sectors to Invest In

As mining investment continues to decline, investors are looking for industries which are expected to grow and inject extra billions into Australia’s economy. For investors taking a top down approach to investing, we have complied a list of sectors to start focusing on. The list below highlights these booming sectors for growth. These growth spots will enable Australia to remain the fastest growing developed Western nation in the world in the next decade. Gas: The world is looking for an …

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Strategies to Use in a Bear Market

Share markets have done very well in recent months. Are we reaching a top? Whatever your view, share markets will at some stage start to go down again. Most investors know the pain of seeing stock prices trend downward, whether the dotcom bust, the GFC, or any number of corrections that regularly occur each year. In hindsight, these same investors wish they were better equipped with the skills to soften the blow. In a bear market, the emotion dominating the …

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Tax Time: What You Need to Know About Capital Gains Tax and Shares

With the end of financial year around the corner, it is worthwhile reviewing how your gains or losses are treated if you decide to sell your shares before 30 June. Most investors are aware of what to do with gains on shares that were held for only a brief period of time, but investors who have held shares for many years should be aware of how the gains are taxed. Any profits which you receive from the sale of your …

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