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Nest Eggs for the Next Generation
6 July 2011
Lachlan Partners aims to protect investors' capital
to preserve family wealth...
more...
2011 Federal Budget Review
May 2011
Steady the Ship...Manage the Deficit...
more...
Self Managed Super for Young Wealth Accumulators
May 2011
Everyone seems to be jumping on the self
managed super bandwagon. But is it appropriate for young
investors?...
more...
Superannuation - Uncovering Hidden Gems
May 2011
A little known and scarcely used tax law could
make a huge difference to the legacy left behind by a family
business owner...
more...
SMSF & Related Party Loans
April 2011
The ability of a Self Managed Superannuation
Fund (SMSF) to borrow through a “limited recourse borrowing
arrangement” presents a great opportunity for investors to
create considerable wealth within the tax concessional
environment of a SMSF...
more...
Economic Property Update
28 March 2011
During times of economic instability such as the GFC,
behavioural and investor psychology demonstrates that people
often... more...
Debt Recycling
13 March 2011
We are constantly inundated with information about our burgeoning house prices, which require ever... more...
QE2 VS. Austerity
February 2011
You would be forgiven for thinking QE2 is an acronym for Queen Elizabeth II, however in the world of finance this term has utmost
importance for... more...
To be or not to be...a successful family business
February 2011
If you run a family business, your investment is much more than capital and labour. It is your livelihood, your retirement nest egg, a legacy to your children and...
Part 1
Part 2
Avoiding the Superannuation Death Trap
February 2011
If you have an self managed superannuation fund and are planning to retire,
you should carefully consider how to...
Part 1
Part 2
The Rise and Rise of Resource Shares
2 January 2011
Resource stocks topped the share market investment return tables in 2010
and many forecasters expect a similar story this year... more...
New Year
December 2010
These financial experts have many and varied plans for 2011, but some revel that they are refreshingly normal, even a bit...
more...
Taking on Risk for your children
November 2010
We describe inter vivos estate planning as giving your family part of their inheritance while you’re alive to see them enjoy it....
more...
Road To Riches
October 2010
Clients often use their adviser's own wealth and
financial situation as a measure....
more...
Three new partners appointed to Lachlan Partners
1 September 2010
Lachlan Partners is delighted to announce Eric Maillard,
Roger Wilson and Nathan Haslem have been admitted to the
partnership, effective 1 September 2010. In addition, David
McCrorie is joining the firm as a Senior Advisor.
more...
Lachlan in Expansion Mode
September 2010
It is Lachlan's fourth acquisition in the past 12 months,
and the group hopes to complete a further two transactions
by the end of March 2011...
more...
Downsizing your home? Prepare yourself
31 August 2010
"Ana Bennett, Lachlan Partners property advisor, says
the strategy of freeing up equity from larger homes and
downsizing does not always pay off..."
more...
Lachlan Partners expands footprint in Melbourne
again
3 August 2010
Professional services group, Lachlan Partners,
today announced the merger with boutique Private Advisory
Firm Peloton Private Clients, broadening the Group’s
footprint in the Melbourne market yet again.
more...
Investors hope for bigger profit share, The
Age
27 February 2010
....the financial crisis has forced businesses
to change the way they operate and this could have a
permanent effect on dividends, according to the chief
investment officer at Lachlan Partners, Paul Saliba. ''While
we are seeing some companies increasing dividends, they are
remaining fairly subdued when compared to what was being
paid prior to the crisis,'' he says.
more...
Strategy of your choice for the stockmarket, The Australian
17 February 2010
"There is more than one way...to work the market...it is
important to build some certainty..." Jamie Nemtsas
more...
What would Warren Buffett do?, The Sydney Morning
Herald
3 February 2010
"We recommend good-quality stocks, including
some that offer a flavour of the times, that provide
opportunity and security at the same time," Paul Saliba
more...
Lachlan Partners Expands National Footprint
13 August 2009
Professional services group, Lachlan Partners, today
announced the merger of boutique financial planning firm
Investstone Wealth Management, broadening the Group’s
offering in Melbourne and establishing a presence in
Brisbane for the first time.
more...
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