During the month of May Chris Boag and Victor Yeung were interviewed by Alan Kohler. The focus of the interview is our Australian REIT and Infrastructure portfolio that is available to wholesale clients. You can access a podcast of the interview and a free 7 day trial of Alan’s subscription only website (The Constant Investor) by clicking on the link below. I hope you enjoy the podcast.
According to a survey by Australian Super “The average super balance for men still adding to their accounts is $71,645 while women hold an average of just $40,475. The average retirement payout (determined by the average savings for those aged 60-64) was $112,600 for women and $198,000 for men”. The Government is proposing changes to superannuation that will impact you and particularly those on a high income.
The question is what are you going to do about it?
Step 1: Read our short article here or download: Ladies: Are you paying attention to your finances? (533 downloads) Step 2: Complete the Financial Health Index form here or download and complete: Financial Health Index (507 downloads) Step 3: Take action and email us at email@example.com to register your interest.
Published in Inside Small Business magazine (online edition):
While the world has entered an interest rate upcycle, in the next year or so, rate rises won’t necessitate a similar increase in real estate yield.
Click for more: Rate jump not indicative of REIT yield (363 downloads)
The retirement savings balances for women continue to be significantly lower than for men. This article focuses on areas that may make a difference.
Click for more: Goldilocks and the Three Bears: The SMSF Version (451 downloads)
The changes to the superannuation system passed as law in November included a drop in the Division 293 threshold. The article written for Self Managed Super magazine notes the strategic use of self-funding instalment warrants could offer some relief for SMSF members affected by this amendment.
Click for more: Tackling a lower tax threshold (442 downloads)