Month: March 2023

What are asset portfolios?

Building your wealth for the long term starts with a sound investment strategy; but with so many options outside your superannuation fund, from bonds to managed funds, where should you begin? Understand your risk profile and timeframe Almost every type …

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Buying an investment property

Is an investment property the right choice for you in retirement? What you need to know about buying an investment property Buying a rental property is a very popular investment in Australia. For many investors, the appeal of owning an …

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Why investing for retirement is different

When you’re still employed and earning a salary, there’s money coming in you can rely on. In retirement, in the absence of a regular salary you’ll need to find a new way to secure enough income to cover your living …

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Ways to expand SMSF investment horizons

The mix of investments that is right for an SMSF will depend on very personal factors, including SMSF members’ age, lifestyle, attitude to risk and personal goals. And it’s not a case of set and forget – SMSF trustees’ approach …

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Investing in investment bonds

Investment bonds are long term investments that may offer tax efficiency to investors on a high marginal tax rate and those investing for children or grandchildren. Unlike traditional investment products, such as managed funds, bonds are a ‘tax paid’ investment. …

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Economic update February 2023

Risk assets performed strongly in January, following further indications that inflation may have peaked in key regions. Global economic growth forecasts were lowered by both the World Bank and the IMF, but investors appeared to brush off these concerns. Instead …

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