Educational Brochures and Flyers

Educational Brochures

Investing

Title	Contents	Download
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?
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.
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.
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
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.

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 Investment Advantage	Perpetual WealthFocus Investment Advantage allows you to create and manage client’s investment portfolios and take advantage of unique tax benefits.
Implementing Changes to your Model Portfolio	Advantages and Case Study of using WealthFocus Investment Advantage for changes to your Model Portfolio
Cash	Is there still a role for cash in a low interest rate world?