Managed funds

NZ Herald 8 May 2021

Q&As:
– Mindful Money website helps you invest in what matters to you
– 3 KiwiSaver providers invest in community housing
– Another organisation helps people in debt traps
– Overpaying tax leads to big smiles
– 2 Q&As on tax ramifications of parents helping children into housing
– Readers wants unpaid work acknowledged

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NZ Herald 10 April 2021

Q&As:
– Mortgages not a good substitute for term deposits — try managed funds
– Where to save house deposit
– Last week’s renter/landlord not so badly off …
– … Some ideas for her, but they’re not great
– Will landlords be able to raise rents?
– A better idea on bright-line test
– Finally — lovely feedback from a mother

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RNZ Radio 8 April 2021

Low-risk funds — a good alternative to bank term deposits
(But first — a quick follow-up on share trading)
– Defensive and conservative funds, in and out of KiwiSaver
– Where to get info — Smart Investor tool. Look for low fees.
– Don’t panic when balance falls a bit
– Comparison with bank term deposits:
— Pluses: withdrawals, PIE tax, safety
— Minuses: fees, don’t know returns, some volatility

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NZ Herald 27 March 2021

Q&As:
– Why one KiwiSaver fund has done extraordinarily well…
– … and will it — and other star performers — keep starring?
– Did I get it wrong about property managers last week?
– Is not raising rents poor business practice?
– Are pushy property managers only in Whangarei?

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NZ Herald 20 March 2021

Q&As:
– Letter from landlords shows who is pushing for rent rises
– News soon for Bonus Bond holders
– Another way to invest in international share funds
Plus:
– Results of last week’s book giveaway

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NZ Herald 13 March 2021

Q&As:
– How family might help you buy a first home
– How to find a New Zealand-based international share fund
– Don’t worry about these complications of international share investing
– Health insurer Southern Cross answers a reader’s questions about its finances
Plus
– Win a free copy of Mary’s new book!

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NZ Herald 6 March 2021

Q&As:
– Couple should follow their lifestyle block dream
– Why shareholder loyalty to NZ share may be misguided
– Must you use money tied up in your home for investments?
– Kind landlord helps others into their own homes

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NZ Herald 27 February 2021

Q&As:
– Share market not yet like tulip bulbs — stay invested!
– Are passive investments the next bubble? Plus a note on mis-timing the market
– Low-risk funds not all like bank term deposits
– Risk and return do go together, despite reader’s claims
– Landlords can get hit in a long-term rental

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RNZ Radio 25 February 2021

Follow-up from last time: If not paying extra off mortgage, where is best place to invest? Shares?
– But first: 2 texts commenting on last session
– Alternative investments need to be: high enough risk, long-term. Also: can you cope with volatility? Are you strong financially?
– 2 choices: property and shares. Are they over-valued?
– Rental property might work, but…
– Shares: Some people too fearful, others too brave.
– 2 ways to approach shares: trade, or hold for long term.
– 2 ways to select shares: pick individual shares, use share fund
– In a share fund, 2 styles: active and passive.

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NZ Herald 20 February 2021

Q&As:
– Safe, accessible, and going backwards — invest beyond bank accounts
– KiwiSaver a good spot for grandfather’s gifts
– My “cavalier response” last week about p/e ratios angers reader
– Comments from a café in Thames
– Why long-term rental leases might not work…
– … And how they might be made to work

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