SRS Advice | 2024 November

Pros and cons of Self Managed Super Funds (SMSFs)

Posted at 17 Nov 2024 in General Interest by Strategic Retirement Solutions

While self managed super funds are not for everyone, they do offer significant benefits. Running an SMSF successfully requires investment, legal, super and admin skills – or the ability to get help from people who have those skills. Having control over how your retirement savings are...

As value outperforms again, is your portfolio ready?

Posted at 17 Nov 2024 in General Interest by Strategic Retirement Solutions

As value returns to market favour it’s time to check in on your portfolio – but not all value exposure is created equal. A notable comeback in value stocks over the past six months is an important reminder for investors to reassess their portfolio allocations. Value stocks,...

Ever thought of investing in essential services?

Posted at 17 Nov 2024 in General Interest by Strategic Retirement Solutions

Investing in infrastructure is about investing in the companies that provide essential services to society and earning predictable, reliable returns in the process. More than 350 infrastructure and utility companies are listed on global stock markets, with the sector having a combined market capitalisation in excess...

What is a distribution?

Posted at 17 Nov 2024 in General Interest by Strategic Retirement Solutions

A managed fund generates income from its investments – for example, through share dividends, interest on cash or fixed interest investments in the fund, or any gains made when fund investments (like shares) are sold. So in short, a distribution is profit or income made...

Nine bad habits of ineffective investors: common mistakes investors make

Posted at 17 Nov 2024 in General Interest by Strategic Retirement Solutions

Introduction In the confusing and often seemingly illogical world of investing, investors often make various mistakes that keep them from reaching their financial goals. This note takes a look at the nine most common mistakes. Mistake #1 Crowd support indicates a sure thing “I will tell you...

Economic and market overview – November 2024

Posted at 17 Nov 2024 in Economic Updates, General Interest by Strategic Retirement Solutions

Investors maintained a healthy risk appetite for much of October, which enabled major share markets to make further progress. Movements in the US set the tone, with the S&P 500 Index rising to fresh all-time highs during the month. Towards month end, however, subdued results from...

Donald Trump elected President of the US – Implications for investors and Australia

Posted at 11 Nov 2024 in Economic Updates, General Interest by Strategic Retirement Solutions

Introduction Contrary to what would normally be suggested by the solid US economy, low unemployment, falling inflation and strong share market, Donald Trump has been re-elected President of the US. Clearly some combination of the cost of living surge, the immigration blow out and too much...