Educational Brochures

Educational Brochures

Investing

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The Perpetual Diversified Income Fund

The Perpetual Diversified Income Fund invests in a range of quality income generating assets and aims to deliver consistent income with the potential for above cash rate total returns.

DRRF
Benefits of alternative investments

Alternative investments can provide greater diversification and more consistent returns when added to a portfolio of traditional assets.

Educational Brochure
The real value of investing in shares

The key to successful share investment is diversification and taking a long-term view.

Australian sharemarket chart

For the year ended December 2016

International sharemarket chart

For the year ended December 2016

Fixed Income Landscape flyer

Making sense of the fixed income landscape International Share Market pdf

Educational Expenses

Funding Educational expenses using WealthFocus Investment Advantage Educational Expenses

Managed Funds vs Direct Investments

Key comparison of Managed Funds and Direct Investments Managed Funds vs Direct Investments

SMSF Borrowing

Using WealthFocus Investment Advantage in a Superannuation Borrowing SMSF Borrowing

Superannuation, Insurance and Retirement

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July 2017 Superannuation reforms  

A checklist to help you prepare for the Government’s superannuation reforms attached

Tax deductions for personal contributions            

  

Contribute to superannuation and claim a tax deduction

Boost your super contributions                                 

Details of the government co-contribution and the spouse contribution tax offset

Salary sacrificing into super                                          

A tax effective way to boost your retirement savings

Insurance in super                                                           

Taking out insurance in your superannuation                                                        

Transition to retirement                                              

Help ease the move from full-time to part-time work

Perpetual WealthFocus

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WealthFocus Platform

Build a high quality, tailored portfolio, with access to great features and functionality, all within a single platform. WealthFocus Platform

WealthFocus Investment Advantage

Perpetual WealthFocus Investment Advantage allows you to create and manage client’s investment portfolios and take advantage of unique tax benefits. WealthFocus Investment Advantage

WealthFocus Wholesale

Perpetual WealthFocus Wholesale is your FOFA ready solution with no conflicted remuneration payments made.

Implementing Changes to your Model Portfolio

Advantages and Case Study of using WealthFocus Investment Advantage for changes to your Model Portfolio Implementing Changes to your Model Portfolio