Categories for Financial Planning News

Strategic asset allocation: a timeless solution

While adopting a tactical asset allocation might seem tempting during bouts of heightened volatility, the timing and skill required to perfectly execute a portfolio shift is near impossible. Sticking to a strategic asset allocation however is likely to yield better returns.

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NALI ‘not going away anytime soon’

SMSF trustees have been urged to start reviewing any potential non-arm’s length expense issues with the outcome of any future government consultation still unclear at this stage.

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Should you be getting advice?

From navigating market volatility to superannuation legislation changes to determining the right asset allocation, here's how financial advice can help investors optimise their portfolios.

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