What assets can you have before losing your Age Pension?
There are many benefits to receiving an Age Pension or even a part pension, but there are limits to what level of income or assets you can have, to be...
Understanding the difference between ESG, ethical and green investing
Posted at 23 Feb 2025
in General Interest
For many investors, the promise of ESG (Environmental, Social and Governance) investing has been evasive. Confusion around what “ESG Investing” actually is has led to many investors becoming disillusioned with...
The ins and outs of geared share funds
Posted at 23 Feb 2025
in General Interest
Geared share funds are high risk and high reward. When share markets are doing well, the returns can be very high, but the opposite is also true. We look at...
Using the bucket strategy to make your money last longer
Posted at 23 Feb 2025
in General Interest
How do you find the sweet spot between using your retirement savings to enjoy a comfortable standard of living, and investing so you won’t run out of money in the...
Winding up an SMSF
There are no prescribed steps for winding up an SMSF, however there are a number of specific requirements that must be satisfied. Overview There are a number of reasons why a...
Goldilocks stayed for 2024, but what’s in store for investors in 2025?
Posted at 10 Dec 2024
in General Interest
Key points The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates (but with Australia lagging); and more geopolitical threats (but not as...
Pros and cons of Self Managed Super Funds (SMSFs)
Posted at 17 Nov 2024
in General Interest
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...
As value outperforms again, is your portfolio ready?
Posted at 17 Nov 2024
in General Interest
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...
Ever thought of investing in essential services?
Posted at 17 Nov 2024
in General Interest
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...
What is a distribution?
Posted at 17 Nov 2024
in General Interest
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...