This issue of Wealth Adviser includes:

  • 18 rules for ageing well.  Rule 1 – it doesn’t matter – effectively “don’t sweat the small stuff” and keep things in perspective.  Rule 2 – nobody is thinking of you – they are thinking about themselves, just like you.  Read the article for more.
  • Australian home prices up on supply shortfall, but at risk from high rates.  Prices are on track for a 9% gain this year.  There is a high chance that higher interest rates and another rate rise will impact growth especially if unemployment rises more than expected.  Price gains are expected to slow to 5% next year, with some downside risk.
  • Asia’s economic tightrope: balancing rising oil prices amidst geopolitical uncertainty.  The Asia-Pacific region is heavily dependent on oil imports with the Israel-Gaza conflict posing risks.
  • Q&A
  1. I’ve heard from the news that Australians can receive more retirement income using a government initiative called the Home Equity Access Scheme (HEAS). What are the factors that determine whether I can get it or not?
  2. I was reading a news article online and came across this thing called an Individually Managed Account (IMA). I was wondering what can make an Individually Managed Account more suitable for me than a managed fund?
  3. I’m interested in investing but I’m not sure about whether to take on an active or passive approach to investing.  What are the pros and cons of each approach?
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          2. Click here to read the full articles – Opens as a printable pdf
If you would care to share your experience with me, please comment below!