Socially Responsible Investing and Financial Planning

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QUESTION OF THE DAY: what is a SMSFA self-managed superannuation fund (SMSF) is a type of superannuation fund that is es...
25/09/2024

QUESTION OF THE DAY: what is a SMSF

A self-managed superannuation fund (SMSF) is a type of superannuation fund that is established and managed by the members of the fund, rather than by an external provider. SMSFs are typically small, with no more than four members, and are designed to provide retirement savings and other benefits to the members of the fund.

SMSFs are regulated by the Australian Taxation Office (ATO) and the Australian Prudential Regulation Authority (APRA), and must comply with the same rules and standards as other superannuation funds. SMSFs are allowed to invest in a wide range of assets, including shares, property, and other investments, and can provide greater control and flexibility for members compared to other types of superannuation funds.

However, establishing and managing an SMSF can be complex and time-consuming, and may not be suitable for all individuals. It is important to carefully consider the benefits and drawbacks of SMSFs, and to work with a financial planner or other professional to determine if an SMSF is right for you.

Why not have a coffee and chat with our team to discuss your financial planning needs :
Call 1300 880 100


If you would like to book a time for a 15-minute complimentary chat


https://www.apartnerinplanning.com.au/contact/

QUESTION OF THE DAY: core and satellite investmentsCore and satellite investing is a strategy that involves dividing an ...
24/09/2024

QUESTION OF THE DAY: core and satellite investments

Core and satellite investing is a strategy that involves dividing an investment portfolio into two parts: the core and the satellite.

The core of the portfolio consists of investments that are designed to provide a stable and reliable return, such as bonds and other fixed-income securities.

The satellite of the portfolio consists of investments that are designed to provide higher returns, but may also be more risky, such as stocks and other equity securities.

The goal of core and satellite investing is to balance the risk and return of the portfolio, by providing a stable and reliable return from the core investments, while also allowing for the potential for higher returns from the satellite investments. The allocation between the core and satellite portions of the portfolio will depend on the investor's goals, risk tolerance, and investment horizon.

Core and satellite investing can be a useful strategy for investors who want to balance the potential for higher returns with the need for stability and reliability. It is important to work with a financial planner or other professional to determine the appropriate allocation between the core and satellite portions of the portfolio, and to regularly review and rebalance the portfolio as needed

Why not have a coffee and chat with our team to discuss your financial planning needs :
Call 1300 880 100


If you would like to book a time for a 15-minute complimentary chat


https://www.apartnerinplanning.com.au/contact/

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