Educational Brochures and Flyers

Educational Brochures

Investing

Title Contents Download
The case for global shares

Are there opportunities you might miss elsewhere?


The case for real return investing

Objective-based or 'real return' investing is a style of investing that may be considered by those seeking to balance strong returns with an element of capital preservation.


Ethical SRI Credit Fund factsheet

A floating rate credit fund that invests in a diverse range of high quality, income generating, ethical and socially responsible assets.


The case for responsible investing

Must financial returns be sacrificed for that 'feel-good' factor?


Absolute returns flyer

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


The value of long-term investing

Taking a longer-term view to investing means investors are able to more easily ride out any ups and downs in the market and achieve more consistent returns. This new brochure visualises the value of $10,000 invested in Cash, Fixed Income, Global Equities and Australian Equities over 25 years.

Educational Brochure
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 2017

International sharemarket chart

For the year ended December 2017

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

Title Contents Download

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 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