General

Trading Foreign Exchange
Foreign exchange trading is the fastest-growing retail financial market in Australia, its appeal increasing with the ease of trading that comes with the internet and the low trading costs that stiff competition brings.
This guide is available to download
Powers of Attorney
Handing over, what if you need someone else to make decisions for you? There are times in your life when you can't fulfil your responsibilities (including financial obligations) personally. You may be away overseas or interstate, or you may be temporarily disabled, physically or mentally. While ...
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Active Investing and Trading
Find out how analysis and risk management can enhance your share investments. Investment results can be greatly improved if you know how markets work and what drives them, understand market cycles, know how to manage risk and have the right tools to choose the best shares to invest in.
This guide is available to download
Optimising Your Portfolio
This guide will point out what you need to know to use options effectively for additional income and risk management.
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Investing and Trading in US Shares
This guide shows you how to use international share trading to diversify your investments, reducing risk and volatility, and multiply your potential trading opportunities.
This guide is available to download
Investing In Fixed Income
You can earn more than bank interest on the cash in your investment portfolio. And when share markets go through upheaval, or property markets slump, the investments you hold for their long-term growth can show dramatic results in the other direction
This guide is available to download
Investing in Shares via Self Managed Super Funds
Get the most from your share investments for retirement thorugh your SMSF. This guide will show you the steps you need to take to set up and operate an SMSF, and offer general guidance on choosing suitable shares and managing your portfolio.
This guide is available to download
Investing in Art
Collectors, experienced art investors and first time buyers, can gain useful, practical tips and make better-informed decisions about investing in art from this guide. Learn about the rewards, the risks and the most common mistakes amateur investors make, to avoid making the same errors.
This guide is available to download
Estate Planning
There are times when a will won't do, not by itself. Here's why. Everyone wants their affairs (including their financial affairs) to be in the best possible state when they die so that their loved ones can enjoy the benefits of their legacy without dispute or conflict. Having a valid will is onl...
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Investing in Property through Superannuation
SMSF's have been gaining in popularity and we have a love affair with bricks and mortar property investments. Until relatively recently, it was quite hard to tie these two threads - running your own superannuation funds and investing in property, but that is exactly what this guide is all about
This guide is available to download