
Useful Documents
Have a read of the publications linked below, they are quite informative and easy to read.
A guide to self managed super fund
Latest from the Investment Specialists
Below are some of the top fund managers and some of their ideas on what is happening with markets this month.
Fidelity - Investment Commentary March 2011
Oliver's Insights - 24th March 2011
Perpetual - Perspective March 2011
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Perpetual Investments - Lend like a bank
Investors willing to take on some risk can profit, by lending like a bank rather than lending to a bank through term deposits. Michael Korber, Perpetual's Head of Fixed Interest and Credit explains how.
Vanguard Investments
The outlook for the US economy has the ability to transfix investors the world over. The US is still the world’s largest economy – and will be until about 2026 – and because the US consumer accounts for 70 per cent of the US economy, the consumer generates 20 per cent of world economic growth.
And because that US consumer is hard-pressed and unwilling to spend, the global economy is struggling to grow.
New York Times
An article on rethinking of the types of assets Retirees and Pre-Retirees should be considering. Writen from an American perspective, but imminently transferable to the Australian market.
Contact our office if you would like to learn more on how this may apply to your situation.
For Older Investors, Old Rules May Not Apply
The Role of Active Investing in the New Financial Climate
As the global financial crisis takes centre stage in the world media, the debate about active versus passive management has once more come to the fore, with both investors and advisers now questioning the ability of active managers to add value in the current conditions.




