What's Happening ?
MARKETS, TAX AND
RETIREMENT STRATEGIES AND MORE
About Lions Roar
Join us at the Lion’s Roar for our unique take on investment markets, super and tax issues. Updated every fortnight with commentary from Tony Davison, Brett Schatto, Azlin Lutfi and our team of experts.
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Managed Portfolios Review – September Quarter, 2019
During the quarter, the holdings in James Hardie (JHX) were sold, CSL and Reliance (RWC) were reduced,and APA bought. There was a general reduction in equity weight across the board during the quarter.
Market Minute - Investments and Super
As usual we have a busy market with plenty of noise and lots of things to look at. Tony Davison chats with Michael Wayne from Mediallion Financial about the “noise”, market valuations and a case study on realestate.com.au.
Strategy Session - Will Inheritance Mean Losing the Aged Pension?
Pride Advice’s Brett Schatto and Tony Davison answer a viewer question who is concerned that an inheritance may lead losing the aged pension.