This is the last of our 3-part series on structures, finishing with the final investment vehicle used by most Australians, Superannuation. Superannuation is an effective investment vehicle to save for retirement, however it is a complex and ever-changing area. The combination of regular contributions, long-term compounding and long-time horizons can create a powerful mix with the right investment strategy.
We return to normal transmission this week as we continue reviewing the 4 broad asset classes generally available to investors and how they can be combined to form an investment portfolio.
A few weeks ago we interviewed Natasha Nankivell, Partner and Founder of Global Alternative Funds who covered off on alternative investments.
This week Ben Morrissey has a chat with Steve Abbott; a property veteran, Managing Director of Jellis Craig Boroondara and Founder of property portal PropertyMate.
The main reason for focussing in on residential property is simple; it represents the majority of most Australians’ net wealth and let’s face it, everyone has an opinion on it and most Australians love discussing it.
Is it overpriced, cheap, which areas will grow the fastest, where are the growth corridors, where are the opportunities?
Following on from our last weekly, this week, we will provide a basic run down of the Proprietary Company investment structure.
Although this is most often used as a structure for businesses, it can also be used as a vehicle for investments. Companies have the ability to own property, shares, enter contracts and are subject to legal liability in the same way as an individual. Whilst shareholders represent part-ownership of a company, it does not give the shareholder any entitlement to the assets of the company or responsibility of any liabilities.
Although we are currently working our way through the different asset classes, we’ve decided to interrupt this series of podcasts given the potential banking crisis unfolding before our eyes.
In today’s podcast Ben Morrissey chats with Mr Jonathon Rawicz, Senior Portfolio Manager at Global Bank EFG and Portfolio Manager for the New Capital Equity Conviction Fund.
Markets are extremely turbulent around the world due to the fear of a collapsing banking sector, so we take time to ask a true global investor his views of where markets are headed and why.
In many ways what is happening now is quite complex, it is also very simple and predictable; a rapid escalation in interest rates will have dramatic, unavoidable results.
Jonathon is an experienced and knowledgeable operator, so we’re fortunate enough to have him with us to unwrap it all.
As we go through life, there comes a time where we start getting serious about retirement and what that might look like. For some, retirement gives the opportunity to kick back and enjoy the fruits of labour. For others, it can be a daunting thought, leaving them wondering; are there are enough funds to last the rest of my life? For most, starting early and staying consistent are the keys to a successful retirement.
As mentioned a few weeks back, we’re going to spend the next 4 podcasts understanding and analysing the main asset classes for investors: Equities, Property, Cash and Fixed Interest and Alternative assets.
In today’s episode, Alex and Ben chat with Natasha Nankivell who is a partner and Founder of the $895m Global Alternative Funds.
Natasha discusses what alternatives are, the misconceptions, opportunities and the increasing relevance of the sector.
Globally investors continue to take larger positions in alternatives due to a number of factors- not the least of which being the unnecessarily and increasingly volatile equity markets.
Natasha is a great presenter and is clearly passionate about her role in the industry.
It is no secret that planning for the future can be a daunting task, but it's essential to take a proactive approach to ensure a comfortable and stress-free retirement.
One of the most effective ways to achieve this is by contributing to your superannuation account which can provide significant tax benefits, investment growth, and wield the ultimate power; compounding returns. By taking the time to develop a financial plan, you can gain a better understanding of your financial needs and goals, and make informed decisions as you progress through life. Regardless of your investment choices, a solid financial plan can help you achieve your desired lifestyle.
Welcome back.
This is our first episode for what looks to be a jam packed 2023. We’ve brought back a crowd favourite in Mr Martin Crabb, CIO of Shaw and Partners. There is already so much to consider and discuss, despite the fact the year has barely begun.
From the obvious discussion points of inflation and interest rates, to property values, Big Tech, short selling and spy balloons.
Martin Crabb is always a thought provoking listen as he is one of those blokes who is knowledgeable about all things vital AND trivial.
So set the dining table, pour some wine and imagine you’re at a dinner party with the effervescent Mr Martin Crabb.
Speak with one of our friendly team members today.
