About Dean Marinac

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So far Dean Marinac has created 9 blog entries.

Sustainability Trusts In Investment Portfolios

As human beings, we have become increasingly more aware of the impact business practices can have on the environment and, in turn, what this may mean for future generations. At BIS Cosgrove we have seen an increase in client enquiries around how best to reconcile their views on sustainability with their investment goals. In the [...]

Where BIS sees itself after the Banking Royal Commission

The Royal Commission(RC) put out into the Public arena what we in the industry have been aware of for a long time. That the big banks and insurance companies had been having a field day from; -"earning" fees from accounts they didn't service or were dormant providing conflicted advice because the "advice" was always to [...]

SMSF – What’s the Good News?

Both 2017 and 2018 certainly gave SMSF Trustees cause for concern, from both a strategy and an investment perspective. A volatile political environment coupled with equally volatile investment markets in the closing weeks of 2018 have certainly provided us with some interesting times. For many self-funded retirees, the $1.6 million transfer balance cap was a [...]

2019-03-04T17:13:19+10:00Superannuation|

Retirement – Are You Ready?

An incredible seminar on the ins and outs of RETIREMENT presented by BIS Cosgrove, hosted by Barry LaValley. In this segment Barry focuses on preparing your mind for retirement and helps you understand the retirement psychology, retirement health, retirement relationships and the role that money plays in retirement planning. Watch the video now! [...]

Should your SMSF buy property in the United States?

Should your SMSF buy property in the United States? One of the most common questions from clients with a Self Managed Superannuation Fund (SMSF) is, can I buy property? Followed by the second question, can I buy property in the United States? SMSFs provide investment flexibility for those that understand the rules. They can also [...]

2019-03-04T17:13:26+10:00General|