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Issue 15: How did your SMSF portfolio survive reporting season?

September 2020 For income investors, a more important question may be; how does my future cash flow stack up now I know more following reporting season? Welcome to our third instalment this financial year and the first following a reporting season, telling us a little more about how companies have fared during COVID-19 as results…

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Issue 14: Property and Infrastructure – do they fit into my SMSF?

August 2020 Welcome to our second instalment for the new financial year. We continue to see markets, while volatile, trend up with equity markets in the USA reaching new highs. While in Australia we are seeing results season provide insight to how companies have fared through the pandemic. Some commentators are suggesting that markets may…

Share Wealth Systems Investment Seminar Highlights

December 2019 Join Gary Stone, Founder of Share Wealth Systems in 1995, as he presents a Live Session on how everyday investors can objectively and consistently manage a large-cap ASX stocks portfolio as part of an SMSF, which, in 2019, achieved more than: double the ASX200 Accumulation index returns, and triple the best performing Super…

Why growth assets are important for income generation

August 2019 Post-retirement, the key focus for investors is generating a sufficient income stream to support their lifestyle. As people are living longer and spending more years in retirement, the challenge is not only making their savings last and meeting this need today but also in generating an income stream that will grow over time…