Tag: advantages

The smart money is with sustainable listed real estate | AMP Capital

The smart money is with sustainable listed real estate In investing parlance, sustainability isn’t just a catch-all phrase for the numbers that don’t carry dollar signs. It refers to substantial elements of the ability of a business to perform over the longer term. For real estate, predicated as it is on ongoing rental yields and the relationships between landlords and tenants, our view is that sustainability factors almost always have considerable impact on performance over …

Blog / E - Economics / E - ESG Wrap (Econosights) / E - Insights Papers / FP - Financial Planning   / / / / / / / / /

Corporate or individual trustees: An SMSF conundrum [CPD Quiz] | Money & Life

An examination of the advantages and disadvantages of establishing a SMSF with a corporate trustee structure or individual trustee structure. It is generally accepted that a self-managed superannuation fund (SMSF) must typically be established with either a corporate trustee structure (where all members are directors of the corporate trustee) or with individual trustees (where all the members are also individual trustees of the fund). In many cases, the decision to use individual trustees instead of …

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When is the right time to downsize?

When is the right time to downsize? Downsizing from a larger family home to somewhere smaller can be an obvious choice when retirement is on the cards.  For others it’s a necessity and something they do reluctantly. So when it comes to timing your decision, what’s the right approach to getting the best outcome for you and your finances? When is the right time to downsize? We talked to CERTIFIED FINANCIAL PLANNER® professional Anne Graham, principal …

Blog / FP - Aged Care / FP - Financial Planning / FP - Retirement / Money & Life - Work & Retirement / Money & Life by FPA   / / / / / / / / / / / / / / / / / /