With the financial year coming to an end, there are several items that need your attention and strategies to consider that could be beneficial to you and your self-managed super fund. These need to be addressed prior to 30 June. Tax...

Many of our clients enjoy the benefits of investing in our CARE portfolios. It's the investment philosophy where good behaviour and SMART decisions make all the difference. Want to know more? Read our CARE Investment Philosophy...

As a business owner, you probably have no hesitation in buying anti-virus software and back-up systems for your IT. And you no doubt, insure your car, home, business premises and business equipment. But what about the most important...

With the Australian share market (ASX200) returning -3.9% in the quarter to March 2018, your CARE investment committee rebalanced the portfolios to realign them to their long term strategic exposures as a result of the underlying price...

Did you know, directly held property makes up approximately 19% of all SMSF assets, indicating that many SMSF trustees consider it to be an important and significant part of a diversified portfolio. There are numerous strategies and ways...