A managed fund is a pool of money invested by many investors
and managed by professionals.
When you buy a managed fund,
you're letting a professional portfolio manager do your work
for you. Instead of spending hours and hours researching the
best shares or funds or whatever investments that interest
you, you are letting an expert do it.
Whatever your goals, you can achieve them with managed funds
There's a managed fund that's right for every investor.
From the inexperienced individual investor with a few
thousand dollars to a gigantic superannuation fund with many
millions, there's a fund to suit their purpose.
Managed funds provide significant advantages to most
investors. In fact, for many investors, managed funds will
be the key component in their portfolio.
We know how important diversification and asset
allocation are to every investor. A mutual fund offers you
both with a fraction of the investment you'd need if you
were acting on your own, to say nothing of the time and
effort involved.
Managed funds allow you to participate in many asset
classes, geographic areas, industry sectors and investment
styles. Whatever kind of portfolio you want - from ultra
conservative to ultra-aggressive - it can be created with
managed funds.
Real Estate
Property Trusts operate
in a similar manner to Managed Funds in that a pool of
investors contribute various amounts of money in acquiring
units in each trust. This allows the acquisition of large
properties which would normally be out of reach of the
average investor and also helps to spread the risk between
many people.
Property Trusts return an annual dividend
dependant upon the yield of the acquired property.
Investors can sell their units usually at any time, at the
current market rate if they wish.
Real Estate: Most
Australians are denied access to quality real estate
through most financial planning channels because it is
beyond the scope of the planners' activities and so seek
the services of real estate agents who are for the most
part, not licensed to give financial advice. They know
little about investment, taxation and estate planning
implications and have few qualifications necessary for
investment decision-making.
Because of the growing desire for many Australians to
own real estate - not only as a home but also for
investment purposes, we can assist you in answering the
following questions:-
- How can I maximise my returns?
- How can I use my superannuation to purchase real
estate?
- What are all the allowable tax deductions?
- Am I claiming the maximum allowable depreciations?
- Should I use a Trust to purchase property?
- Can I minimize any Capital Gains Tax?
- How can I best protect my assets?
- How can I join a Property Syndicate?
