Educational Brochures

Educational Brochures

Investing

Title	Contents	Download
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.
Benefits of alternative investments	Alternative investments can provide greater diversification and more consistent returns when added to a portfolio of traditional assets.
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
Educational Expenses	Funding Educational expenses using WealthFocus Investment Advantage
Managed Funds vs Direct Investments	Key comparison of Managed Funds and Direct Investments
SMSF Borrowing	Using WealthFocus Investment Advantage in a Superannuation Borrowing

Superannuation, Insurance and Retirement

Title	Contents	Download
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

Title	Contents	Download
WealthFocus Platform	Build a high quality, tailored portfolio, with access to great features and functionality, all within a single 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 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