Why bonds should be in your investment portfolio

Investing in bonds – government or company debt – is considered a defensive investment asset, particularly in an unstable economic climate. However, many investors are unsure about bonds. This could be because they tend to produce lower yields than shares (particularly in low interest rate environments), or simply because many investors don’t know enough about […]

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Why inheritance asset protection is necessary

With more than half of marriages and de facto relationships ending these days, parents are reconsidering how they structure their wills with testamentary trusts to protect their assets and avoid their legacy ending up in the wrong hands. Inheritance and wills can be complicated at the best of times. Clients often ask how they can […]

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Giving fund extends a Hand for Humanity this Christmas

St Vincent de Paul Society Queensland and Ronald McDonald House have jointly received $10,000 in donations from Hands for Humanity Foundation (H4H), a giving fund established by the founders of VISIS Private Wealth firm Wendy and Chris Smith. Vinnies and RMHC each received $5000 at separate handover ceremonies today to assist charitable activity rolling out […]

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Housing price fall expected

National housing prices are expected to drop 20% overall from their peak, according to NAB’s latest quarterly survey, as reported by the AFR’s property editor Nick Lenaghan. The bulk of the decline is set to come next year for most capitals except Sydney, where the correction has hit harder and earlier. NAB expects housing prices […]

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Interest rate rises continue to drive market volatility

Markets had a positive shakeup after the RBA announced a relatively mild 25 base-point rise in interest rates in October – but inflation is still sitting too high and markets remain volatile as investors price in false inflation peaks. Global markets came a cropper in September as investors responded to higher-than-expected inflation and monetary policy […]

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Queensland’s outrageous tax grab

Fresh off the back of the announcement to raise the royalties on mining companies in Queensland, in other words establishing their very own “mining super profits tax” the Labor Government has turned its sights on the rental income of Queenslanders by increasing land tax on property owners. The move is unprecedented, the laws untested and […]

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Levy Report raises concerns

The Government’s Quality of Advice Review is meant to ensure Australians have access to high quality, affordable financial advice. But the recent release of Michelle Levy’s consultation paper has generated significant concern in the independent advisory industry, and for good reason. Levy’s proposals suggest easing the compliance burden on advisers to increase financial accessibility justifies […]

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Katie Robinson becomes VISIS private client adviser

VISIS team member Katie Robinson has recently moved into the Private Client Adviser role following the successful completion of her professional year and becoming an Authorised Representative of VISIS. After gaining her bachelor’s degree in property economics, majoring in applied finance and economics, Katie joined the VISIS team a client services officer in 2018. Deciding […]

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Milestone birthday for VISIS

From humble beginnings sitting around the kitchen table of our Brisbane home working out the name and logo of our business to celebrating a 21st birthday. VISIS Private Wealth has come a long way and in August our team of partners was joined by more than 300 staff, clients, supporters – and even a few […]

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