What are the different investment styles?
Growth, value, quality, income, active and index approaches can behave differently through the market cycle.
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Benefits and disadvantages of managed funds
Managed funds can provide diversification and professional management, but fees, tax, liquidity and manager risk still matter.
What is a managed fund?
A clear explanation of units, pooled ownership, investment management, distributions, fees and common risks.
Risk Profiling
A sound investment strategy balances willingness to take risk, financial capacity for loss and the return required to meet your goals.
Direct investing versus Managed Funds
Compare control, diversification, administration, cost, tax and the time required to manage investments directly or through a fund.
Diversification in an investment portfolio
Diversification spreads risk across asset classes, markets, sectors and securities—but it cannot eliminate investment losses.
What are the basic types of return on an investment?
Understand income, capital growth and total return—and why fees, tax, inflation and investment risk affect the result you keep.
Understand the Key Asset classes
Cash, fixed interest, property and shares perform different roles and carry different risks within a portfolio.
What are Investment Bonds
How investment bonds work and the tax, investment, fee, withdrawal and contribution rules to examine before investing.
How are Granny Flat Rights Assessed by Centrelink and DVA?
Granny flat interests can affect homeownership, gifting and pension means tests. Understand the assessment and legal issues before transferring assets.
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