Stocks

Diversification is an important asset for Self Managed Super Funds. Owning shares in companies, both in Australia and overseas can benefit in the wealth accumulation phase, as well as in retirement income phase of superannuation.

Stockmarket ticker board of the ASX

Important features that stocks play include:

– Capital growth attributes

– Income producing asset class

– Liquidity

We have a firm belief in a core and satellite strategy for our investment philosophy.

This will include broad diversification in low cost, index funds at the core of the fund (possibly with a Factor Tilt towards risk premium in the markets) as well as tactical opportunities for clients that may seek an active approach around the broad market returns.