Collective investment scheme

Women are building financial intelligence

Women are building financial intelligence International Women’s Day on 8 March encourages us to aim for parity for women. On average, Australian women are paid 17.1% less than meni. They also tend to spend more time away from paid work to have children and care for loved ones which impacts their income, savings and superannuation. The good news is things are improving. Women are building financial intelligence. Women are closing the gap Women have come a …

FinancialPartners 06/03/2016 20/08/2018 Blog / FP - Budgeting / FP - Community and Lifestyle / FP - Investment / FP - Super - Accumulation building / Capital / Capital accumulation / Collective investment scheme / Finance / Financial / Financial adviser / intelligence / Investment / Personal finance / Saving / Women / Women are building financial intelligence

The search for alpha

The search for alpha Investment experts often talk about alpha and beta, but what do these terms mean? While it may sound like Greek to you, and it is, it’s not as complicated as you might think. Beta is simply what any particular market or index does – it’s the benchmark. And alpha is the measure of how a managed fund can outperform the index. In essence, if you are seeking alpha, then your …

FinancialPartners 07/12/2015 20/08/2018 Blog / FP - Saving Active management / alpha / Collective investment scheme / funds / Index fund / Investment / Investment management / Passive management / search / Stock market / The / The search for alpha

Should I take my super as a lump sum or not?

Should I take my super as a lump sum or not? When it comes to accessing your super, it’s important you make the right choice. You’ve spent your working life accumulating super. So when the time comes, are you better off taking a lump sum, regular income or both? Let’s weigh up the alternatives so you can start to consider what may be best for you. So should I take my super as a lump …