Uncategorized

The opportunities in energy transition

After the wild ride experienced by investors in 2022, Perpetual’s Deputy Head of Equities, Anthony Aboud is seeing opportunities in high quality companies which have traditionally been classified as growth stocks. He also notes the decarbonisation trend as a key … Read more

Five charts on investing to keep in mind in rough times

Key points Successful investing can be really difficult in times like now with immense uncertainty around inflation, interest rates, issues in global banks and recession risks impacting the outlook for investment markets. This makes it all the more important to … Read more

Expanding SMSFs for the expanding family?

It has finally happened. Recommended by the Cooper Super System review in 2010, put forward in the Federal Budget four years ago by then Treasurer Scott Morrison and finally passed on 17 June 2021, the maximum amount of members allowed … Read more

What causes market movements?

What causes market movements?

When the news is filled with headlines about market movements, it’s normal to feel a bit anxious. Here are three things to keep in mind the next time share markets aren’t behaving the way you’d like them to. Markets constantly … Read more

The 2023-24 Budget

Return to surplus with fastest improvement since end of WW2, cost of living help but structural deficits remain (albeit smaller). Key points The budget this year is expected to return to a surplus of $4b thanks to a continuing revenue … Read more

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 … Read more

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 … Read more

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 … Read more

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 … Read more