4 November 2026

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Home / Author: Gemma Dale

Gemma Dale

Gains of a lifetime reward new retail investors

Nobody knows how to pick the bottom of the market, but new investors did well in 2020. They captured most of the returns since the lows, and contrary to popular opinion, they are not punting away on tech stocks.

Gemma Dale
24 February 2021
3

How retail investors are responding to a bear market

The traditional notion that retail investors buy high and sell low has not been supported by activity at this broker, who has seen investors looking for bargains after the Covid-19 sell-off.

Gemma Dale
13 May 2020
1

Worried about low rates, SMSFs drop banks and diversify

Traditional SMSF asset allocations to cash, banks and property are changing as ultra-low interest rates start to bite, and SMSFs take on more diversified equity and fixed interest exposures.

Gemma Dale
11 March 2020

Young women are investing more in shares

Young woment are showing increasing confidence in the sharemarket, promising a better future than the Boomers and Gen X women who hold significantly less assets than males of their generation.

Gemma Dale
13 November 2019
2

Five reasons SMSFs are making asset allocation changes

Substantial changes are underway in SMSFs which until recently held a narrow range of assets dominated by cash, term deposits and Australian equities. Trustees have never faced so many choices.

Gemma Dale
5 September 2019
2
2

SMSF trustees may lose insurance after super changes

If you have been maintaining a small inactive superannuation fund purely for insurance purposes, you need to act quickly to avoid losing cover which might be difficult to replace.

Gemma Dale
17 April 2019
4

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Latest Updates

Superannuation

Superannuation’s structural failings

Politicians are fighting over access to super, but they may be arguing about the wrong thing. The system’s three fundamental flaws have been hiding in plain sight for decades, costing Australians far more than they realise.

Ron Bird
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Planning

The great wealth transfer myth

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Investing

Can Berkshire thrive without Buffett?

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Retirement

The Bengen 4% Rule: Lost in translation

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Jeremy Duffield, Mikhail Walden
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Interest rates

Super low interest rates came with side effects

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Michael Collins
4 November 2026

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