CCA Financial Planners

Oliver’s Insights – The Fed, US rates & what it means for investors‏

Financial Planning, Oliver's InsightsBy Christopher Cachia 18.09.14

With quantitative easing set to end next month, the Fed is on track to start raising interest rates next year, most likely in the June quarter. The anticipation and then reality of this could cause some volatility in shares. · However, once it gets underway Fed tightening is likely to be gradual and history tells…

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Oliver’s Insights – Profits and the Australian economy – not bad!‏

Finance, Oliver's InsightsBy Christopher Cachia 08.09.14

The profit reporting season that just ended was reasonably good with profit growth expectations affirmed. · While June quarter GDP growth slowed, it reflects pay back for unbelievably strong March quarter growth. Forward looking indicators point to a gradual pick-up in demand driven by a rebalancing in the economy. · The combination of improving growth…

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The pros and cons of SMSFs

Financial PlanningBy Christopher Cachia 26.08.14

As at March 2014, there were 528,701 SMSFs in Australia, with a total of $558,553 million worth of assets.[1]There are many compelling reasons why SMSFs are so popular — and equally persuasive reasons as to why they don’t suit everyone. The pros If you’re a keen, experienced investor, with at least $200,000 to invest —…

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ThreeSixty Research Market Update August 2014

Financial PlanningBy Christopher Cachia 19.08.14

The Pulse Ukrainian and Middle Eastern geopolitics, and an Argentinian default, dominate global equity markets Strong rebound in US economic growth with Q2 GDP at 4% Chinese economy continues to stabilise, with a further improvement in manufacturing data Modest improvement in Australian economic data suggests lower interest rates having a positive impact Global economies…

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Will my portfolio give me an inflation plus return?

Financial PlanningBy Christopher Cachia 15.08.14

Susan Gosling, Head of Investments at MLC, examines how well diversified funds meet real, or purchasing power-related, investment objectives. Looking back at the past we can observe periods… Download will my portfolio give me an inflation plus return article

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Inflation, uncertainty and portfolio management

Financial PlanningBy Christopher Cachia 15.08.14

Susan Gosling, Head of Investments at MLC, discusses ‘Inflation, uncertainty and portfolio management: protecting the real value of investors’ portfolios’ Robust investment processes recognise that the future is uncertain. We can never be sure what the future will hold. Risk is not an abstract concept… Download Inflation uncertainty and portfolio management article

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