Investment Yield

Investment Yield in the decision-making process The investment yield available from any given asset, helps investors determine the appropriate tactic in relation to allocation of investable funds to that asset. The decision could be whether to retain, to acquire, to vary the holding of that asset. When the allocation to an investment is being contemplated, the yield will be a factor in deciding whether or not to purchase. Specifically, the cashflow [...]

By |2020-08-12T20:05:29+10:00November 15, 2013|Investment Strategies, Wealth Management|0 Comments

Global Equities Asset Allocation

Diversification in asset allocation smooths volatility Investors have a range of investment asset classes into which a portfolio can be invested. A Global Equities Asset Allocation has some special features that make it particularly interesting to Australian investors. Some of those features are common to any global asset class (including fixed income, property, or even 'alternatives'). Global equities tend to be more volatile than the other assets for most of the time; [...]

Investment bonds

What are Investment Bonds? Investment bonds are financial securities provided in a specific form by life insurance companies and friendly societies. Although the term “bond” is used, each bond is essentially a sub-trust under a master trust; and eligible for special taxation treatment as they are issued under - and governed by  - the Life Insurance Act of 1995. These bonds were traditionally referred to as Insurance Bonds. Whilst they [...]

By |2018-03-22T15:06:44+10:00March 10, 2010|Wealth Management|0 Comments

Listed Investments

What are listed investments? Listed investments are investments quoted on an exchange established for trading investment-class assets: in Australia, equities principally trade on the Australian Stock Exchange (ASX). Stock exchanges are also located overseas and corporate equities are able to be bought and sold through these sharemarkets. Such investments facilitate trading ownership of any publicly listed company via the purchase and sale of shares. Shares in companies, listed property trusts [...]

By |2019-08-02T09:47:08+10:00January 14, 2010|Investment Strategies|0 Comments

Discretionary Trusts

As the description infers, discretionary trusts are structures under which the controllers (in this case, trustees) exercise their discretion in undertaking various aspects of their responsibilities. The most interesting one for asset protection and for taxation purposes is the degree of discretion the trustee has over the distribution of income - and of assets. ...but, what is a Trust? A trust is a relationship between the trustee (who legally owns [...]

By |2020-01-29T16:24:22+10:00August 27, 2009|Wealth Management|4 Comments
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