Dianne’s Blog

Dianne Case’s Blog about Financial Planning

SMSF Community

Posted by on Mar 17, 2016 in Dianne's Blog, Latest News | 0 comments

                      AMP Capital have launched a SMSF Community where people with SMSFs can receive valuable articles and post comments about things posted there. This is like having an open door to the investor, a much more friendly arrangement. Click on the link and explore. Running your own SMSF can be lonely at times and having access to investment knowledge that has  a mouth can be...

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Risk and Volatility-Do you know the difference?

Posted by on Nov 26, 2015 in Dianne's Blog, Latest News | 0 comments

          Nader Naeimi is Head of Dynamic Asset Allocation and Portfolio Manager for the AMP Capital Dynamic Markets Fund. With over 19 years of experience in financial markets, including 15 years as part of AMP Capital’s Investment Strategy and Economics team, Nader’s responsibilities include analysis of key economic and market factors influencing global markets. He write the following article: Do you know the difference between market volatility and risk? Click on the link and enjoy the read, well put and in common man’s language. If this article inspires...

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Where is the Value in Property in Australia

Posted by on Nov 16, 2015 in Dianne's Blog, Latest News | 1 comment

: Core Logic RP Data provided a good general overview of the Australian housing market to October 2015. Whilst some lenders have pulled back on investment lending AMP Bank are back in the fray. the following gives us an idea of what to expect:   Investment lending     We are pleased to advise that we will be accepting new investor property loan applications from Monday 16 November 2015.In July, we temporarily withdrew from new investor property lending and increased the variable rates on all existing investor property loans. These actions achieved the...

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SMSF and Lending to Yourself-What has changed?

Posted by on Nov 12, 2015 in Dianne's Blog, Latest News | 0 comments

      Gordon Mackenzie (University of NSW) Lecturer Gordon Mackenzie  addresses the issue of lending to yourself within a SMSF. Whilst it may have been great to be able to loan your SMSF money with an interest free loan, things have changed. Clink on the link for an interesting read. If you need assistance with your SMSF please give us a call on 02 6761...

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Protecting Yourself when Times are Good

Posted by on Nov 9, 2015 in Dianne's Blog, Latest News | 0 comments

          The discussion around life insurance can be ho hum! unless of course you, or someone you know has been touched by disaster and you watched helplessly from the sideline. Recently, on Facebook, we saw a man, a single parent, try and raise money through crowdfunding, so that he could, in his last dying year, take his young son to his sister in another state of Australia to live. As I saw the post my heart cried for the man and my professional head said, “why wasn’t he insured? Has anyone told him how to claim on insurance cover inside of his...

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One Woman’s Mission

Posted by on Oct 27, 2015 in Dianne's Blog, Latest News | 0 comments

Dianne Case from Firefly Finance responded to a plea for help from the famers struggling in severe drought conditions out west in NSW and QLD by creating a petition on change.org and writing to her local newspaper seeking more people to sign her petition and found herself in the Prime News yesterday, Tuesday 27 October 2015. Follow the link and watch the report. Next follow this link and sign the petition. the farmers need...

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