Blogs

By: Rosemary Johnston- Monday, August 04, 2014 The fourth annual Intimate with Self-Managed Superannuation Report was released earlier this year and offers parallels for the Property Investment Advice Sector. According to George Lucas of Instreet, the report highlights that there is demand for professional advice about investment strategies that is not being met.  To use […]

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By: Rosemary Johnston- Monday, June 23, 2014 The Accounting Professional & Ethical Standards Board (APESB) was established as an independent body in February 2006, as an initiative of CPA Australia and the Institute of Chartered Accountants Australia.  CPA Australia, the Institute of Chartered Accountants Australia (ICAA) and the Institute of Public Accountants (IPA) are the […]

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By: Rosemary Johnston – Wednesday, June 11, 2014 MH reports mortgage market is valued at $1.3T and RP Data report residential housing market valued at $5.4T. This means about seventy five percent of residential housing is fully owned in Australia. http://www.smh.com.au/business/banks-more-cautious-on-highrisk-home-loans-20140609-39szh.html

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By: Rosemary Johnston- Wednesday, January 29, 2014 When leaks and cracks appear the first inclination of a diligent owners corporation is to engage a building expert to do a report. “Let’s find out exactly what’s wrong, then we’ll work out who pays.” This is understandable but unless you follow the legal rules of engagement for […]

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By: Rosemary Johnston- Thursday, January 02, 2014 As a property investment advisor you need to have a brain’s trust of suitable advisors to support your client’s considered decision making.  For many that may be a solicitor, a mortgage broker, a real estate agent, and an accountant.  However financial planning and its specialist area of estate […]

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By: Rosemary Johnston – Monday, December 02, 2013 Are you looking for some independent information about the considerations for your financial wealth?  Then head off to this website presented by the Australian Government and ASIC.  They have fabulous tools on Managing My Money, Borrowing and Credit, Superannuation, Retirement, Investing, and Apps for your phone. There aren’t many tools in […]

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By: Rosemary Johnston- Wednesday, September 11, 2013 Every good piece of property investment strategy needs some good tools.  We want to build a library of useful content to support our reports. 1.   PRD have a great set of reports that are produced regularly about various areas and can provide another view point to support […]

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By: Rosemary Johnston – Wednesday, September 04, 2013 A boutique financial planning firm have just gained PI insurance to cover their advisors giving property investment and financial advice.  This is a first for this this group of organisations and we believe for Australia. PIAA is pleased to be recognised as the provider of the educational […]

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By: Rosemary Johnston – Monday, May 27, 2013 PIAA was formed in response to serious concerns about the lack of transparency and professionalism in the property investment advice sector.  Investors were being exposed to real estate selling tactics and being channelled into unsustainable property holdings that didn’t support their life time wealth creation.  Many were […]

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By: Rosemary Johnston- Wednesday, May 15, 2013 Property investment advice is an unregulated sector with services currently provided by a mix of real estate agents, mortgage brokers, big property ‘educational’ machines and bespoke services.  Most investors are under educated about the differences making them vulnerable to those with vested interests. Will future regulation come via […]

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