In the Media

Get Educated Before Taking the Plunge

Daily Telegraph - 18 Aug. 14

Owning property requires limited knowledge and gives you capital growth and income over the long term, which is essential for any good investment strategy. However, the barriers to entry, and the reason for the lack of diversification into property is generally due to the large sum we require upfront and purchase costs. Quality blue chip shares, unlike property, are a highly liquid asset that also provides good capital growth and income. However they do require a little more knowledge, depending on your risk level. 

Bellamys Organics Winning Formula

Smart Company - 06 Aug. 14

Janine Cox, senior analyst at Wealth Within, told SmartCompany Bellamy’s strong debut is a “great result for the people who have invested in the stock and the company”. But Cox says it’s important to “factor in we’re in a bull market” and that can influence whether or not a stock exceeds expectation. Cox says Bellamy’s debut also highlights the importance of timing for companies preparing to float, and believes the company gained popularity because it “offers something a bit different”. Cox says the real test for Bellamy’s will be the in the three to 12 months after listing, as more information becomes publicly available about the company.

Shot in Arm For Health Sector

Canberra Times - 13 Jul. 14

Although winners such as Freelancer, Sealink Travel and Veda hit the headlines, only about half of all new floats go on to make money says Wealth Within chief analyst, Dale Gillham. "Waiting to see how they go in the market can save you time and money, and lower your risk," he says. "If you’re determined to buy into a float then consider investing half in the float and half six to 12 months later."  The other problem is you have nothing but management’sword for what’s in the prospectus...

How Low is Too Low

Herald Sun - 12 Jul. 14

Fund manager Wealth Within analyst Dale Gillham says low interest rates “are an attractive reason to get into property, however, if you can’t afford the property, then it doesn’t matter what the interest rate is’’. “If property has become too expensive for first home buyers, then they should invest in shares and use the growth and cash flow from dividends to assist them to purchase a property further down the track,” he says. “But Australians also need to get away from the idea that they need to live in a house where their name is on the title. “For most of my life I have not lived in a property where my personal name is on the title.Why? Because it is financially smarter...

Ban Negative Gearing in Superannuation

Geelong Advertiser - 28 Jun. 14

Is it right to continue to allow Self-Managed Super Funds (SMSFs) to borrow to invest? Just because the banks want us to borrow and the Australian economy is relying on a buoyant property market doesn’t make it right. If something goes wrong it will be the people who can least afford to lose that bear the brunt of the blow. Last month, the SMSF Adviser, a publication for accountants and financial planners working within the SMSF space, published the results of a poll where 53.5 per cent voted in favour of banning negative gearing in superannuation...