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  • Protected: PROTECTED

    Roger Montgomery's Team
    July 20, 2018

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  • Why Westpac will stop lending to SMSF property investors

    Andreas Lundberg
    July 19, 2018

    Westpac (ASX:WBC) has just announced that, come the end of July, it will stop lending to self-managed super funds (SMSFs) looking to invest in property. It will also not allow SMSFs to roll any existing interest only loans onto another interest only period once the existing amortisation free period runs out. What’s prompted this change? Continue…

    by Andreas Lundberg Posted in Editor's Pick, Financial Services.
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  • How do we calculate total returns? And, how do Trusts calculate distributable income?

    David Buckland
    July 19, 2018

    This article provides investors with an explanation on how total return figures are calculated for the Montgomery Global Fund. Second, we answer the question, “How do Trusts calculate distributable income?” Continue…

    by David Buckland Posted in Investing Education, Montgomery News and Updates.
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  • MEDIA

    Money News 17.07.2018

    David Buckland
    July 18, 2018

    In this interview on Money News, David discusses the “confession season” ahead of the company profit announcements in August. What is influencing the points growth in the Australian market?

    by David Buckland Posted in Radio.
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  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

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    July 18, 2018

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  • How we aim to minimise the risk of capital loss

    David Buckland
    July 17, 2018

    Following the three-year anniversary of the Montgomery Global Fund and Montaka Global Fund we are pleased with the returns for investors.  You may ask how we focus on minimising risk of loss of capital? In this week’s video insight David discusses how the global strategies achieve this.


    Continue…

    by David Buckland Posted in Video Insights.
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  • Why the RBA can’t stop a slide in property prices

    Roger Montgomery
    July 17, 2018

    Is the property price boom finally over?  It looks like it, going by the latest reports of falling auction clearance rates.  In the past, the RBA has done its bit to try to stem a property price slide.  But with global interest rates going up, and liquidity getting tighter, there may be little it can do this time.
    Continue…

    by Roger Montgomery Posted in Editor's Pick, Property.
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    July 16, 2018

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