Rivkin Report membership can be tax deductible. We recommend you speak with your tax advisor for more details.

You can also read more from the ATO website here:

Interest, dividend and other investment income deductions | Australian Taxation Office (ato.gov.au)

A Rivkin Report membership subscription includes full access to content produced at Rivkin. This includes:

• Unique member investment opportunities including our flagship ASX Events portfolio.
• Expert help with 1-1 support
• A variety of ASX & US investment solutions
• Access to our Chief Investment Officer, Shannon Rivkin through his weekly investment question Q&A, Virtually Live.
• Portfolio alerts so you can manage your trades
• A library of educational and news-related content including webinars and articles
• A universe of investment services on offer including Apex’s Separately Managed Funds, SMSFs and Wholesale investment solutions.

Buy a 12-month membership and we’ll sign you up for the Australian Financial Reviews’ online subscription service for 3 months. the Australian Financial Review is an Australian business-focused, compact daily newspaper covering the current business and economic affairs of Australia and the world.

There is no trial period once you purchase a Rivkin Report subscription option. If you would like to check out our 14-day free trial to see if the Rivkin Report is right for you, click here.

There are a number of factors to consider when investing in shares for the first time. Some of the most common factors are:

1. Goals and Objectives: Consider your goals and objectives for trading. Are you looking to make short-term profits or are you investing for the long term? This will help you determine your trading strategy and risk tolerance.

• Rivkin has both short and long-term investment strategies to choose from.
• However, we do encourage a multi-year investment time horizon for investing in our Model Portfolios. Brokerage fees may diminish returns on short-term trades and long-term investments have the added benefit of compounding on gains already made over time.

2. Risk Tolerance: Determine your risk tolerance level. This will help you decide how much money you are willing to invest and how much risk you are willing to take on.

• It is important to note that ASIC designates share investing as a high-risk investment when compared to other asset classes such as bonds and real estate.
• To learn more about the risks related to share investing, here’s a short article: What Is Risk Tolerance, and Why Does It Matter? (investopedia.com)

3. Trading Plan: Develop a trading plan that includes your goals, risk tolerance, trading strategies, and money management strategies.

4. Education and Knowledge: Educate yourself about the financial markets and trading strategies. This can be done through books, courses, and online resources.

• Rivkin provides many educational tools for you to educate yourself on your investments.
• For example, we have a library of past webinars that serve as comprehensive guides to a wealth of investment topics.
• And if you still can’t find what you’re looking for, our Chief Investment Officer, Shannon Rivkin, will answer all of your questions in his weekly segment of Virtually Live if you leave your questions in the comments section of the blog post, email us at [email protected] or 1300 RIVKIN.

5. Broker Selection: Choose a reputable broker that meets your needs and offers a trading platform that is user-friendly and reliable.

• When pursuing any active investment strategy, the cost of trading should always be considered.
• For ASX trading, we currently offer a Rivkin Stockbroking Account powered by CMC Markets which currently has a brokerage rate of $11 per trade. Depending on the product and provider, your actual trading costs can be higher or lower than this.
• Click here to learn more or contact us on 1300 748 546 or [email protected].

6. Capital Requirements: Determine the amount of capital you need to start trading and ensure you have enough funds to cover any potential losses.

• Rivkin recommends an initial investment of at least $20,000 AUD for most portfolios we provide in order to align your investments and follow along with the modelling of our portfolios. However, you can invest as much or as little as you like.

7. Emotional Control: Develop emotional control and discipline to avoid making impulsive decisions based on emotions.

• To learn more about the common emotional mistakes made by investors, check out these articles:
  
  • Loss Aversion – Rivkin
  • Self-attribution and hindsight bias – Rivkin
  • Anchoring – Rivkin
  • We Don’t Know What It Is That We Don’t Know – Rivkin

8. Record Keeping: Keep accurate records of your trades and performance to track your progress and identify areas for improvement.

• Check out this article from the ATO for more information: Keeping records of shares and units | Australian Taxation Office (ato.gov.au)

For the safety of your personal information, we do not recommend sharing your login details with anyone else, including family and friends.

We also do not recommend creating duplicate accounts, even if you lose your password, as our system will not register that you and your details, including your phone number, are associated with you. Your membership will not carry over and you may miss important investment opportunities.

Buy a 12-month membership and we’ll sign you up for the Australian Financial Reviews’ online subscription service for 3 months. the Australian Financial Review is an Australian business-focused, compact daily newspaper covering the current business and economic affairs of Australia and the world.

With your 24-month membership you’ll receive a new Kindle Paperwhite 6.8″ 11th Gen (8GB). This thin, lightweight device makes it easy to enjoy a good book wherever you go and is perfect for your next holiday, or to give as a gift!

Sign up for 36 months and receive a new Apple iPad 9th Gen 10.2-inch 64GB. With touch ID, stereo speakers, and up to 10 hours of battery life, there’s nothing not to love. Keep it for yourself or make someone’s day with a generous gift.

Each gift is tied to the specific membership period and price. These cannot be exchanged or refunded. See our Terms and Conditions for more details.

Although gifts are not required for your purchase, discounts are given at the discretion of our sales team and Rivkin management. This is not a guarantee. See our Terms and Conditions for more details.

Your subscription can be paid for over the phone or we can process this payment online.

Click here to purchase your subscription online.

We require a valid credit card or bank transfer to accept payment.

Click here to see our online payment option for this offer.

Click here to see our online payment option for this offer.

When you cancel your subscription you will be downgraded to a free account user. This account will stay available to you for free forever.

If you would like to know more about how we collect, store or use your data, here are some of the most relevant documents that could answer your concerns:

Terms & Conditions
Privacy Policy
Cookie Policy

You can find all this information and more at the bottom of our website pages. If you still have concerns, feel free to contact us at 1300 748 546 or [email protected] so we can help.

We are always striving to make sure your personal and payment information is as secure as possible, and Rivkin will never release your personal or payment information unless required in the fulfilment of our service obligations to you or required by law.

We recommend you change your password at a reasonable frequency and to give us a call for billing concerns and renewals.

Yes, you can change or cancel your subscription at any time. However, this may differ depending on your subscription.

We’d love to hear from you. Please contact us on 1300 748 546 or [email protected] so we can help.