Tag: Estate

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   / / / / / / / / /

Exploring long-term opportunities in real estate as we work through COVID-19

Exploring long-term opportunities in real estate as we work through COVID-19 Investment markets have taken a hit during the COVID-19 pandemic, and real estate is no exception. But as we get a clearer look at economic data, local market dynamics and Australia’s position as a global leader in fighting the infection could present local and APAC markets with opportunity. Our chief economist, Shane Oliver, often refers to the crisis economies and investment markets are in …

Blog / E - Economics / E - Insights Papers / E - Market Update / E - Oliver's Insights / FP - Financial Planning / FP - Property & Real Estate   / / / / / / / / /

What is a Power of Attorney?

What is a Power of Attorney? 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. Phillip Richards, Director of Endorphin Wealth Management explains more about what’s involved in having a Power of Attorney and why you’d be wise to have one, just in case. What is a Power of Attorney? There are different types of Powers of Attorney you …

Blog / FP - Estate Planning / Money & Life - Get Advice / Money & Life by FPA   / / / / / / / /

Why listed real estate faces Amazon-like disruption

Why listed real estate faces Amazon-like disruption Investors have recently focussed on the impact of Amazon’s plan to roll out its full retail offering in Australia on local retailers. But fewer investors have been considering the impact of Amazon-style disruption – and other global social trends – on real estate. Global listed real estate has been a lynchpin of investor and client portfolios, generating strong income yield and capital growth. But just as has happened …

Blog / E - Market Watch   / / / / / / / / / / / / / / / / / / / / / / / /

Estate planning and why you need a super plan

Estate planning and why you need a super plan When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably rather be doing something other than thinking about your own mortality. But because your super can become a significant amount of money, you’ll want to make sure it goes to the right people when you die. …

Blog / FP - Estate Planning / FP - Financial Planning / FP - Super - Accumulation   / / / / / / / / / / / / / / / /

Estate planning

Estate planning When you’ve worked hard to get where you are, you want to make sure that you and your family can enjoy the benefits. But if the unforeseen happens, how do you ensure your family are well looked after and that your assets are handed down according to your wishes? Common questions to consider Some questions you may wish to consider include: What is estate planning? Is estate planning just about making a Will? …