enquiries@kofkinbond.com.au     03 9111 2675

  • By Kofkin Bond & Co / March 8, 2017

    What should you do next?


    “I believe that Australian and world resource and bank equities plus US stocks are currently in a massive bubble which could burst, perhaps over the next year or two, or at least see a more serious correction in the short term.” That’s the answer I currently give existing and new clients when they ask about our current strategies, which is in line with our research companies current views {Morningstar} and reflects our current asset allocations in our direct funds.

    “Holding Cash is uncomfortable, but not as uncomfortable as doing something stupid with it” Warren Buffett

  • By Kofkin Bond & Co / February 22, 2017

    Kofkin Bond & Co, is a privately owned financial services firm providing innovative and holistic wealth management solutions to high net worth individuals and SMEs.

    We currently have a client services administration position perfect for someone currently studying and majoring in Financial Planning. For the right person, the role can lead to the opportunity for career development upon completion of their studies.

  • By Kofkin Bond & Co / February 10, 2017

    By Ashley Owen on February 9, 2017  also our KBAC notes added


    One event that grabbed headlines around the world in late January 2017 was the Dow Jones Industrial Average finally hitting 20,000 for the first time. The ‘Dow’ is the world’s oldest and most widely followed stock market index but it is also deeply flawed. It only tracks 30 stocks and they are not the largest stocks in the US by any means. The weighting of stocks is almost arbitrary and is based on the nominal share price of each stock and not on their relative revenues, profits, market values or importance. Despite the flaws, it is symbolic and it provides a reasonable proxy for US stocks in general. All other indexes of the US stock market have hit all-time highs recently, so the US market is hot.

  • By kofkinbond / September 2, 2016

    An extra 50,000 Australians will receive the FULL Age Pension from 1 January 2017, and at least 326,000 Australians will lose some or all Age Pension entitlements from 1 January 2017.

  • By kofkinbond / July 26, 2016

    Unfortunately we have had a number of insurance claims over the past 2 years especially, with regards to trauma insurance for clients aged 44-67 totaling in excess of $4,000,000. But unfortunately insurance claims don’t just affect older clients but sometimes the very young.

  • By kofkinbond / July 26, 2016

    In our opinion, trauma insurance is one of the most important insurance contracts that our clients should have. Over the past 4 years we have had several trauma insurance claims ranging from a $180,000 partial claim to $1,000,000. This has prompted me to write the following article on Trauma Insurance and the logical approach to how much cover is enough cover. Thankfully we have never had a trauma insurance claim not paid.

  • By kofkinbond / July 26, 2016

    Self-managed superannuation (SMSF) trustees, who are more likely to be receiving financial advice than non-trustees, are more confident they will meet their retirement needs compared to non-trustees, according to research.

  • By kofkinbond / July 26, 2016

    Let’s explain why marriage should prompt you to re-visit your estate planning.  

    Marriage should be an immediate trigger to review clients’ estate planning.

    Given that many people get married later in life, and marriages often involve children from previous relationships, estate planning issues around this can be particularly complex.

  • By kofkinbond / July 5, 2016

    You are permitted to invest in Residential and Commercial Property in superannuation but only in an SMSF. In relation to investing in Property for your SMSF, there are very specific rules and Regulations that must be adhered to and we strongly suggest that you familiarise yourself with them when contemplating purchasing Property for your SMSF.

  • By kofkinbond / February 24, 2016

    A Will isn’t always the way

    You would have heard the saying: “where there’s a will, there’s a way”.

    This statement is usually used to encourage people who are losing enthusiasm for a task or goal.

    But it also reflects the way many people feel about estate planning. They think that so long as you have a Will, you have a way to ensure your wealth is passed correctly to your loved ones.

    But this is not necessarily the case.