Educational Brochures and Flyers

Educational Brochures

Investing

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The Case for Real Return Investing

Real return funds are designed to provide investors with a higher certainty of achieving a real return objective with a lower level of risk and lower sensitivity to extreme market events. Find out more.


The Case for Responsible Investing

Strong investor interest is driving growth in responsible investing strategies. The question for advisers and their clients is: When it comes to investing in responsible investment strategies, must financial returns be sacrificed for that ‘feel-good’ factor?

Case for Responisble Investing
Absolute returns flyer

Investors are currently faced with challenging environments. Find out about absolute return long-short equity funds.


Benefits of alternative investments

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

Educational Brochure

Making sense of the Fixed Income landscape

Fixed income in an investment portfolio can provide liquidity, regular income and diversify away from equity risk. Find out more. 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

Sharemarket and Long term investing poster

Double sided poster which shows the value of long-term investing on one side and the annual movements in the Australian and International sharemarket on the other side. As at December 2020. Long Short Poster

Superannuation, Insurance and Retirement

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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

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

Cash

Is there still a role for cash in a low interest rate world? Cash