Fact Sheets

Investments

What is a Diversified Portfolio?

What is the benefit of investing in shares?

What is Investment Risk?

What is the risk return profile of your portfolio?

What is the risk/return profile of a defensive portfolio?

What is the risk/return profile of a conservative portfolio?

What is the risk/return profile of a balanced portfolio?

What is the risk/return profile of a growth portfolio?

What is the risk/return profile of a high growth portfolio?

What is an investment bond?

Superannuation and Retirement

What is a Self Managed Super Fund?

What is a Retirement Phase Pension?

What is the difference between a corporate trustee and an individual trustee?

What are the limits on superannuation contributions in the 2017/18 financial year?

What is the best way to save for retirement?

What is the ‘Transition to Retirement’ rule?

What is the rule on borrowing to invest in Self Managed Super?

What is the cut-off limit for Centrelink benefits?

What are some key considerations when moving into residential aged care?

Wealth and Redundancy Planning

What is the difference between a wrap account and a master trust?

What are some effective ways to manage your finances after accepting a redundancy offer?

What is the best way to save money on your home loan?

What is negative gearing?

Personal Risk Insurance

What is Life Insurance?

What is Income Protection Insurance?

What is Trauma Insurance?

What is Total & Permanent Disability Insurance?

What is the meaning of common risk insurance terms?

What is Personal Risk Insurance?

What is the role of risk insurance in your financial plan?