M y three children received a generous gift from a family member, with the intention it be used for future tertiary study or travel. I investigated a range of investment options, seeking something with strong returns, a solid reputation, an investment that I didn't have to manage on a day-to-day basis, yet a simple investment process.

IMPORTANT: This information is general financial product advice only and has not taken into account your objectives, financial situation or needs.

Portability. At any time, you can terminate the fee arrangement with us and manage the securities yourself. You will have no capital gains tax (CGT) events triggered if you wish to transfer the listed securities held within your PMA to another broking account …

Jan 16, 2025 · Most people see the new year as a great opportunity to make a fresh start. We wanted to help you start 2025 right, so we asked 25 financial experts for their top wealth-building tip for the year ahead. Check out their responses. Crazy multiples are everywhere, from tech stocks like Pro Medicus and ...

Paul has 37 years of investment experience and is regarded one of Australia's leading "money" experts. From 1993 to 2002, Paul hosted the popular Channel 9 program Money and now currently writes for newspapers across Australia, is a frequent guest expert on Australia's major television networks and radio.

Oct 17, 2024 · ETFs have surged in popularity over the past few years, becoming a go-to for many investors. Given their flexibility, low costs, and ability to track broad market indexes many Aussies are tapping into ETFs for their long-term goals whether that's saving for a home deposit, investing for their kids or building wealth for their future.

“I did a lot of research and compared other firms before choosing the InvestSMART “capped fee portfolio”. This feature provides me with the certainty of both knowing my account will not be drained by additional fees found in the fine print.

Jan 29, 2025 · When it comes to money matters such as wealth and debt, it's always interesting to see how we're tracking relative to our peers. Not surprisingly, our feature How much super should you have at your age? proved popular with InvestSMART readers.. More recently, KPMG has crunched ABS data for 2023-24 to reveal average wealth per household across each generation.

Dec 11, 2024 · Astonishing! Here I am writing my final blog for 2024, yet it seems like only yesterday I was pulling down last year's Christmas lights. Apparently, there are valid reasons why our perception of time changes as we age.

Paul Clitheroe, AM AM, B.A. (UNSW), SNF Fin, CFP Chairman. Paul has 37 years of investment experience and is regarded one of Australia's leading "money" experts. From 1993 to 2002, Paul hosted the popular Channel 9 program Money and now currently writes for newspapers across Australia, is a frequent guest expert on Australia's major television networks and radio.