Retirees are often anxious when they retire. Their regular salary ceases and they need to adjust to living off their superannuation, any investments and the Age Pension (if they qualify). Many retirees try to live off the income their super or investments generate – without eating into their capital. Up until 2020 we would advise…

The Core Value Portfolio (CVP) returned +0.67% in October, as volatility caused mixed results across markets. The Australian equity market began strongly but gave up some of its gains towards the end of the month, finishing up (+1.9%). The Allan Gray Australian Equity Fund (+2.9%), Firetrail Australian High Conviction Fund (+2.3%), and Bennelong Concentrated Australian…

Beginning my career in financial services in 2007, what impressed me most about the profession was (and still is) the immense amount of value we could provide to clients through the provision of strategic financial advice. One strategy that particularly stood out to me most (2007/8 and 2008/9 financial years) was utilising generous concessional contribution…

In this Issue: Market Update 2020 Griffith University Stonehouse Scholarship winner A new way to boost your retirement savings Making your savings work harder Team update Download newsletter to read more:

The Core Value Portfolio (CVP) returned -0.4% in September, as uncertainly amongst global markets rose and all equity markets saw negative returns as a result. The Australian market retracted in September closing down (-3.7%), with all Australian equity investments in the portfolio detracting from performance . SGH ICE (-1.8%), Bennelong Concentrated Australian Equities (-1.9%) and…

Investors usually have mixed feelings about cash. In bull markets, cash is shunned whereas in volatile bear markets, when equities and bond prices are falling, it can be looked on as a safe heaven and ready liquidity. Attempting to successfully time your re-entry into markets can be challenging even for professional fund managers. Fund managers…

Building a bridge to recovery In what has been billed as one of the most important budgets since the Great Depression, and the first since the onset of the COVID-19 pandemic dragged Australia into its first recession in almost 30 years, Treasurer Josh Frydenberg said the next phase of the journey is to secure Australia’s…

The Core Value Portfolio (CVP) returned +1.5% in August, another strong result given the conservative positioning of the Portfolio. The rally in Australian equities continued in August with the market finishing the month up +3.0%. All Australian share funds in the portfolio produced positive returns. The standout performer was the Bennelong Concentrated Australian Equities Fund…

After a year when even the best laid plans may have changed due to COVID-19, people who were planning to retire soon are reviewing their plans. Whatever your circumstances, a financial review may be required to get your retirement plans in order. You may even find you’re in better financial shape than anticipated, but you…

The Core Value Portfolio (CVP) returned +1.6% in July, a strong result given the fairly defensive posture of the portfolio. The Australian equity market increased marginally in July (+0.9%). The largest contributions within the Portfolio came from the Bennelong Concentrated Australian Equities Fund (+2.3%) and SGH ICE (+2.6%). The Macquarie True Index Fund (+0.6%) and…

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