News & Information

Buckle up (in slow motion) – Rates to rise

The Reserve Bank of Australia (RBA) made two cuts to the Cash Rate in 2016 reducing it to the historic…

Broadband providers to be squeezed by the NBN

In the April edition of  the Australian Shareholders’ Association Equity magazine, David Alder discusses the rollout of the NBN and the…

The Dangers of Index Investing in Australia

In this radio interview with Business Edge, David Alder discusses why index based investing can be a dangerous approach in the…

Tactics Used by Listed Investment Companies to Defend Against Activists

In this article published in the February edition of Equity for the Australian Shareholders’ Association, David Alder discusses tactics used by Listed Investment…

So Donald Trump will be President…

Thus far equity markets have rallied with the election of Trump and retention of the balance of power by the…

Shareholder Activism in Listed Investment Companies

In this article published in The West Australian on 14 November 2016, David Alder discusses shareholder activism in Listed Investment Companies. Take…

Non-Concessional Superannuation Contribution Opportunity

In September this year the Federal Treasurer announced further proposed changes to superannuation.  The proposals provide an opportunity to make…

Proposed Changes Announced to Superannuation Legislation

Today the Government announced significant changes to the proposed Superannuation reforms, providing more clarity and certainty around Superannuation. The $500,000…

In the absence of inflation, interest rates have remained at record lows pushing up the value of shares and property. A turn in events is inevitable ….

The Impact of low inflation in Australia Inflation is regularly discussed at great length in the media. Our changing economy…

Generating Income in a Low Interest Rate Environment

Click on the following link to listen to David Alder’s radio interview with Chris Mac of 2CC Canberra on Tuesday…

The British Referendum

It is very difficult to ascertain what the real economic impact may be as there is uncertainty around the political…

In the Court of the Wise Old Owl of Finance

In The West Australian ‘Agenda’ section today David Alder writes about Warren Buffett’s key messages from the 2016 Berkshire Hathaway annual meeting.  David’s…

2016 Federal Budget Summary

On 3 May 2016 the Federal Government handed down the Budget for the 2016-17 year that includes some of the biggest…

Benefits of Going Direct

In this article published in The West Australian on 2 May 2016, Malcolm Evans discusses the benefits of direct share market…

Budget Speculation – Possible Changes to Superannuation Legislation

With the government having ruled out almost every other option to fund tax cuts, including raising the rate and base of…

Reporting Season

Over the past month, the majority of Australian companies have reported their interim results. Despite volatile market conditions and general…

First-ever live-stream of Berkshire Hathaway’s annual shareholders meeting

Yahoo recently announced it will host the first-ever live-stream of the annual shareholders meeting of Warren Buffett’s Berkshire Hathaway. Yahoo Finance’s live…

The Commonwealth of Bunnings

Last week Wesfarmers announced that it has struck a deal to acquire UK home improvement and garden retailer Homebase with…

Chinese Share Market Volatility

High levels of volatility have been seen in Chinese share markets over the past week, with some similarities to the…

Economic & Market Update – October 2015

Markets have been very volatile over the past six months driven by a range of concerns. This included the solvency…

Investment Market Update – August 2015

In the past week we have seen very high volatility in financial markets including shares, bonds, currencies and commodities. This…

Market Volatility – Greece and the European Union

As you may have heard the people of Greece voted against the austerity-based proposals of the European Union (EU) and…

The Income Fix in Retirement

As an adviser one of the most frequently asked questions I receive is how should an investor’s asset mix shift…

Berkshire Hathaway and Warren Buffett – The Alder Pilgrimage to Omaha

  After many years of wishful thinking (and with time running out) in late April my father Richard and I…

Default is not risk free, so it pays to do your homework

Superannuation is often the second most valuable asset after the family home and with the compulsory employer contributions rate gradually…

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