Blog Posts

Tax Statements for FY2017-18
Just a note to say that the annual tax statements are currently being calculated by Linear Asset Management and all
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Hopelessly Conflicted
There is more from the Royal Commission grilling of National Australia Bank today,  “Hopelessly Conflicted” is one term that I’m
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Another financial crime band-aid
News out this morning that ASIC Chairman James Shipton has greenlit the prospect of tactical taskforces to be embedded in
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Nucleus Wealth named finalist for Innovator of the Year – IFA Excellence Awards
  We are proud to announce that Nucleus Wealth has been named a finalist in the upcoming IFA Excellence Awards
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Golden Rules for Tax Efficient Investing
Fairfax has been running a series of articles (see here and here) on the collapse of Great Southern and the
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Property insiders expecting the correction to continue
From the AFR: The owners of Australia’s $117 billion listed real estate sector are expecting the market to ‘correct’ and have kept
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Performance Reports

June Performance
June continued to see positive returns across our portfolios,  our Australian fund was up 2.3%, International up 1.3% and the
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May Performance
May continued to see positive returns across our portfolios,  our Australian fund was up 2% and the rest were up
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Nucleus Relative Performance
April Performance
April saw markets bounce back from a poor March, and our portfolios saw healthy gains with our international portfolio up
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March Performance
March was a shocker for the ASX with the ASX200 down over 4%. Investors in our tactical funds did much
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February Performance
Our pitch to investors has been that by investing in a mix of quality and value stocks that you can avoid
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January Performance
January Performance
Given the events of the last week, it feels like performance for January is largely irrelevant. The headline is that
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Webinar Library     

Nucleus Insights – Mega Trends
In this weeks Nucleus Insights – Mega Trends, has Nucleus Wealth Head of Investment, Damien Klassen and Tim Fuller having
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Nucleus Insights – The BAT has FAANGs
This weeks webinar, The BAT has FAANGs, has MB Fund Head of Investment, Damien Klassen and Tim Fuller having a look at the
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Nucleus Insights – Employment up Wages Down What gives?
Join Leith Van Onselen, Damien Klassen and Tim Fuller having a look at the Australian Labour market as it stands today.
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Nucleus Insights : Australian Housing – Boom and Doom
This episode of Nucleus Insights  Economist Leith Van Onselen and Strategist David Llewellyn-Smith join, Damien Klassen and Tim Fuller as
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Nucleus Insights : Good Defence is the Best Offence.
This afternoon on Nucleus Insights, Good Defence is the Best Offence will have David Llewellyn-Smith, Damien Klassen and Tim Fuller
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Nucleus Insights : Resources – Dirty Business
On this episode of Nucleus Insights, Resources – Dirty Business  will have David Llewellyn-Smith, Damien Klassen and Tim Fuller talking dirty on Australian Resources.
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Podcasts  

For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.

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