Category: Uncategorized

Financial literacy standards falling

“Education costs money.  But then so does ignorance.” Sir Claus Moser

Forget the three R’s, Australian students are falling behind in basic financial literacy, according to the OECD Programme for International Student Assessment (PISA) Financial Literacy Assessments Report.

The latest PISA […]

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Productivity Commission proposes shakeup to default super funds

The Productivity Commission is proposing a major shakeup to the nation’s superannuation industry, recommending fundamental changes to employees’ default funds.

Superannuation: Alternative Default Models (draft version) is the Australian Government’s independent research and advisory body’s follow up to How to Assess […]

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Census preview reveals ‘average’ Australian

The Australian Bureau of Statistics (ABS) has released a preview of data from the 2016 Census of Population including some of the traits and characteristics that represented the ‘typical’ Aussie in 2016.

The ‘typical’ Australian, according to the Census, is a […]

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Raising financially savvy kids

Australia’s credit card debt is climbing. According to ASIC’s credit card debt clock, Australians owe a staggering combined $32 billion, equating to over $5 billion in interest. That’s nearly $4,300 debt for each credit card holder (Credit card debt clock, […]

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Charitable giving in Australia

As a nation, Australians are a charitable bunch.
The most recent Australian Tax Office statistics for the 2013-14 financial year revealed gift deductions totalled $2.6 billion, a 14% increase from the previous year. Many people assume that charitable giving only benefits […]

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The rise and rise of non-bank lenders

Residential real estate underpins Australia’s wealth with $281.1 billion in sales per annum, and $6.6 trillion in total assets as at 31 July, 2016. Over the past 12 months, the market has maintained momentum and Moody’s Analytics expects this to […]

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Why invest with Trilogy Funds?

Trilogy Funds’ Managing Director, Philip Ryan, discusses what sets Trilogy Funds apart from other fund managers, also touching briefly on our two mortgage trust offerings.

 

Transcript:

My name is Philip Ryan. I’m the Managing Director of Trilogy Funds Management Limited. My background […]

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Holiday home ownership: Is it a smart investment?

Spending holidays at the beach is an important part of life for many Australians, with approximately 3% owning their own holiday homes1. The promise of escaping the stresses of everyday life through holiday home ownership can be an enticing proposition, […]

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Coming in 2016: New personal use asset rules

Investors have a great deal of freedom when it comes to selecting SMSF investments. Options include term deposits, managed investments, shares, gold bars and wine to name a few. Basically, anything deemed suitable as long as it is documented […]

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