assets

Why super and growth assets like shares really are long term investments

Download PDF version Why super and growth assets like shares really are long term investments Key points – While growth assets like shares go through bouts of short-term underperformance versus bonds and cash, they provide superior long-term returns. So, it makes sense that superannuation has a high exposure to them. – The best approach is to simply recognise that occasional sharp falls in share markets and hence super funds are normal and that investing …

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Fact sheets: Financial planning strategies

Protecting your wealth What is insurance? Insurance is a form of protection – a way to protect yourself, your family and the things you own if something goes wrong. It enables you to replace or repair your assets, whether those assets are your belongings or your capacity to earn income…. Maintaining your income What is transition to retirement? Transition to retirement is a strategy that can help you reduce your working hours while maintaining the …

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What is a Power of Attorney? | Money & Life

Just as having a Will ensures assets are managed properly when you die, a Power of Attorney allows someone else to look after your finances when you’re unable to. Find out more about what’s involved in having a Power of Attorney and why you’d be wise to have one, just in case. Money & Life team Money & Life contributors draw on their diverse range of experience to present you with insights and guidance that will …

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AMP Capital Core Infrastructure Fund update – Webinar | AMP Capital

INFRASTRUCTURE AMP Capital Core Infrastructure Fund update – Webinar 19 May, 2020 Within the infrastructure space, we are seeing an impact on the performance of some categories of assets, while others have proved to be resilient. In our view, some of the distinguishing characteristics of the infrastructure sector – assets that provide essential services, lower volatility and reliable long-term revenue streams – indicate that a well-diversified infrastructure portfolio should be well-placed to withstand a downturn …

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Should your investment journey start with property?

Should your investment journey start with property? When you’re priced out of owning a home in your neighbourhood, is property investing a good solution for growing your wealth? Will renting for the rest of your life cost more and make you more vulnerable? We talked to CERTIFIED FINANCIAL PLANNER® professional Rebecca Fergusson, financial planner at Main Street Financial Solutions, about the pros and cons of property investing as a strategy for securing your financial future. …

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The outlook for real assets in 2018

The outlook for real assets in 2018 Adjustments to monetary policy by Central Banks globally, along with the technological change sweeping through and changing the shape of industries, emerge as the two pervasive themes likely to define real asset valuations in 2018 and beyond, according to leading real estate and infrastructure experts. The favourable outlook for real assets is set to continue in 2018, with interest rates globally set to stay at historically low levels, …

FinancialPartners 15/02/2018 20/08/2018 Blog / E - Insights Papers 2018 / assets / Capital / Derivative / equity funds / Finance / funds / future / Infrastructure / Investment / investor / outlook / r real / The outlook for real assets in 2018

Higher global inflation and higher bond yields – what’s the risk and implications for other assets?

01 February 2018 Higher global inflation and higher bond yields – what’s the risk and implications for other assets? Key points Rising global growth and rising commodity prices indicate the risks to inflation are gradually moving to the upside. This is most acute in the US with the Fed likely to raise rates more than the market expects this year. This supports the view that the 35-year super cycle decline in bond yields is over. …

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Are you prepared for the changes to the Age Pension assets test?

Are you prepared for the changes to the Age Pension assets test? How the assets test will work in 2017 could increase your Age Pension entitlements, or take some or all of them away. With revisions to the Age Pension assets test just around the corner, it’s important to understand how the changes could impact you, particularly with part-pension thresholds somewhat tighter than initially projected. These thresholds are the value of assets you can own …

FinancialPartners 15/12/2016 20/08/2018 Blog / FP - Financial Planning / FP - Pensions / FP - Retirement / FP - Saving / FP - Super - Accumulation age / Are you prepared for the changes to the Age Pension assets test? / assets / Changes / Pension / prepared / test

Changes to the Age Pension assets test

Changes to the Age Pension assets test The government’s recent changes to the Age Pension could affect your ability to plan for a comfortable retirement. Recent reports[1] suggest that more than 300,000 Age Pensioners will have at least part of their pension cut, with just under 100,000 of these people losing all Age Pension entitlements, taking effect from January 2017. The Age Pension and assets test explained The Age Pension provides income support and …

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Distributing your assets

Distributing your assets What is estate planning? Estate planning is about wealth succession – a way to help protect the wealth you have built over your lifetime, so that it is distributed according to your wishes following your death…. Read More>>> Download the free PDF file