CCA Financial Planners – Latest News

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

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

Brian Parker, Head of the Portfolio Specialists Group at MLC, reviews events in markets during July. He discusses: How Australia’s market had a very strong month, while world share markets delivered mixed performance Why economic news from the US and recent data from China are positive, but Europe’s recovery remains very fragile Whether Australia’s exports…

An essential part of every financial plan is having personal insurance.  But it’s also important to make sure you buy it in a tax-effective way. Benefit from up-front tax concessions If you buy personal insurances such as Life and Total and Permanent Disability through a super fund, you may be able to take advantage of…

Make a will. A will allows you to distribute your estate according to your wishes. You can also avoid the additional costs and delays that may result if you die without a valid will. Choose your executor wisely. Your executor is responsible for ensuring the administration of your estate is dealt with in a timely…

If you’re an empty nester or retiree who owns their own home, chances are you’ve considered whether it makes sense to downsize your home. While there can be financial — and other — benefits in selling up, it’s important to consider whether it’s the right move for you. The pros Downsizing your home can be…