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Media Archive

 

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In the media

This section provides references to some of the more recent media commentary, releases and developments provided by our senior management team. Please note some publishers may have a paywall for some articles.

 


Managed Account Perspectives - Crystal clear

Crystal Wealth Partners may only have been operating for five years, but it’s an advisory business with an impressive track record. Jayson Forrest talks to John McIlroy about the business’ investment philosophy and its managed account solution for clients.

The full article by Jayson Forrest is available here.


ABC News - The superannuation industry pleads for "no more changes"

With this year's budget just a couple of weeks away, should there be more change, or should the government give the super system a breather? featuring comment from Director of Crystal Wealth Partners Louise Lakomy.

The full podcast available here.  


Sydney Morning Herald - How to deal with financial volatility and emotional turmoil after Trump upset

"You've been taught 'markets go up, markets go down, focus on the long term', but you've got clients who are attached to their money," says director of Crystal Wealth Partners Louise Lakomy.

The full article by Caitlin Fitzsimmons is available here.


Australian Financial Review - Key questions to ask before buying an annuity

"There are many issues to consider with annuities, but the crucial question to ask is whether you can cope with an ongoing lack of access to your capital" says Tim Wedd, executive director of Crystal Wealth Partners.

The full article by James Frost is available here.


Australian Financial Review -  Time to extract more from bonds and cash

"We decided to realise the opportunity by adding effectively a small variable US dollar cash allocation," Louise Lakomy, the director of Crystal Wealth Partners says. This is achieved by buying an exchange traded fund – BetaShares, for example, has one which is basically just US dollar cash. 

The full article by Chris Wright is available here.


Australian Financial Review - Infrastructure and commercial property luring investors

"Be clear about the type of alternative being considered and its role in the total portfolio allocation," says Tim Wedd, executive director of Crystal Wealth Partners.

The full article by Alexandra Cain is available here.


Daily Telegraph - Being king or queen of your cash is not all black and white

Most of us feel optimistic about our financial future but only a quarter of Australians have a strategy for how to achieve their goals. Indeed most people, when asked, are not even sure what their goals are, says Louise Lakomy, director of Crystal Wealth Partners.

The full article by Emma Blake is available here.


Australian Financial Review - Alternative investments to diversify your portfolio

Crystal Wealth Partners director Tim Wedd suggests that hedge funds or alternatives can provide a buffer against falling equity markets, however there are certain attributes to watch out for. 

The full article by Chris Wright is available here.


Australian Financial Review - Infrastructure and commercial property luring investors

"Be clear about the type of alternative being considered and its role in the total portfolio allocation," says Tim Wedd, executive director of Crystal Wealth Partners.

The full article by Alexandra Cain is available here.


 Australian Financial Review - Survivor's guide to redundancy

Crystal Wealth Partners director Louise Lakomy suggests that anyone being made redundant should make sure they understand how calculations have been done, and ensure they are right. "My advice is seek advice to confirm they are accurate," she says.

The full article by Bina Brown is available here.


Professional Planner - The 'accidental tourist' building financial bridges

Tim Wedd calls himself 'accidental tourist'' of the financial planning world. He values his day job because he knows what it is like to not do what he loves the most. It  is a role he savours because of the impact he is able to have on people's lives. "You can actually make a difference", he says.

The full article by Johanna Leggatt is available here.


 Sydney Morning Herald - Take your time: why thinking long term pays

Tim Wedd stresses the importance of understanding of investment timeframes and objectives and to build a "coherent strategy" for the fund upfront. He recommends that SMSF "stress test" their strategies regularly and recalibrate expectations and investment setting according to shifts in the investment environment.

The full article by Sydney Morning Herald is available here.


 Australian Financial Review - Investment strategies fro SMSFs needs to be more active

John McIlroy says the times of putting a portfolio together and sitting on it forever are well and truly finished. "There is too much volatility and too much happening in the markets to hope that strategy is going to be successful," he says.

The full article by Australian Financial Review is available here.


 The Australian - Labor's crackdown on negative gearing 'a threat to small business'

Tim Wedd, the executive director of wealth management group Crystal Wealth Partners, said the policy would have an impact on private investment in unlisted businesses, which is commonly negatively geared. “If I’m an investor and in an unlisted project with good growth profile, I would now face a higher tax cost, so I may not be so keen,’’ he said.

The full article by David Uren from The Australian is available here.


 Australian Financial Review - How to pay for a child's education

"One advantage of the trust is that you can set up a spread of the blue-chip investments to fund draw-downs but retain control if your circumstances change” Mr Wedd said.

The full article by Australian Financial Review is available here.


 SMSF Adviser - Accountants resisting insto ‘stigma’ with SMSF licensing

In the lead up to the accountants’ exemption phase-out, accountants are resisting institutional licensing arrangements in light of several large-scale advice scandals, according to one mid-tier firm. “Accountants generally like to be seen in their clients’ eyes as being an independent party,” Mr McIlroy said.

The full article by Michael Masterman from the SMSF Adviser is available here.


Independent Financial Adviser - How to find the right financial adviser

Many Australians believe in owning direct shares and some may front up to an adviser with portfolios which started out OK but have become totally out of balance. Crystal Wealth director Tim Wedd says prospective clients should question an adviser’s skill before assuming they have much ability.

The full article by Jeremy Chunn from the Independent Financial Adviser is available here.


Independent Financial Adviser - Taking the plunge

Should you build your own managed account service? Here are four questions to consider.

The full article by Tim Wedd from the Independent Financial Adviser is available here.


Australian Financial Review - Dividend stripping is a dangerous dance

"Tim Wedd of Crystal Wealth Partners says the success of dividend stripping comes down to knowing when to enter and planning when to exit."

The full article by Mark Story from Australian Financial Review is available here.


Australian Financial Review - When investors get less than they paid for

"A bunch of different fees for the same fund is good reason to shop around, executive director of financial planning firm Crystal Wealth, Tim Wedd says."

The full article by Jeremy Chunn from Australian Financial Review is available here.


Australian Financial Review - Brace your share portfolio for volatility

“Forget the upside, what is your tolerance to the downside?" says Crystal Wealth executive director Tim Wedd. “This is the story of asset allocation."

The full article by Patrick Commins from Australian Financial Review is available here.


Australian Financial Review - Keeping money in the family: Mind the school fees

Crystal Wealth Partners Executive Director John McIlroy says Patrice could establish a discretionary trust whereby the money in it would be used for the specific purpose of grandchildren’s education.

The full article by BB from Australian Financial Review is available here.