Investment Insights
EquitySuper Financial Adviser, Simon Whiteley provides a unique take on current economic events and issue in his Investment Insights articles.
See below for the most recent articles.
A look at some of the key points in this year's Federal Budget.
The Wealthpac Superannuation Service has successfully and consistently outperformed its peers continually for the past decade.In this article, Simon provides a qualitative analysis of the Wealthpac Investment Engine.
Simon discusses the TRIS strategy which utilises a special type of Account Based Pension which is non-commutable but allows you to access your Superannuation in the form of a pension even while you are working full time provided you are over 55 years of age.
Estate planning can be quite complex and professional advice should be sought to ensure that your superannuation goes to who you want to benefit. This article sheds some light on the different types of death benefit nominations and what they actually mean.
Simon discusses the Cooper Review into superannuation and the likely impact of government policy on individuals' retirement savings.
Discussion of contrarian investing - which is based on the belief that the worse things look in the markets, the more opportunities that exist to make money - and it's most famous proponent, Warren Buffett.
Key things to consider regarding your concessional contributions cap, to help avoid paying penalty tax.
A look at key indicators in the US, China and Australia and discussion as to whether the worst of the GFC is over.
Explanation of market trends and performance from long term perspective.
Focus on China as a developing, 'adolescent' economy, with a comparison of the current Chinese economy to the developing US economy of the 1800s - early 1900s.
Simon Whiteley can be contacted via email to simon.whiteley@eqtsuper.com or by telephone on 1300 659 799.