I'm going to look at some different options for superannuation strategies:
In recent months, I've had an influx of clients and friends asking about setting up share market investment accounts for children. Direct indexing, fractional shares, and trading with no fixed costs make it much more attractive to invest in shares than it has been in the past.
A self-managed super fund (SMSF) is a type of super fund that gives you great control over the management of your retirement savings. As with all super funds though, there are significant rules and regulations around what you are allowed to do within it. But once you meet these, you get a great ...
Managed Discretionary Accounts vs Separately Managed Accounts Managed Discretionary Accounts (MDAs) and Separately Managed Accounts (SMAs) are functionally similar but legally different investment options.
Getting your investment ownership structure wrong can be a costly mistake. One of the very first and most important steps in investing is to choose what type of ownership structure you are going to use.
Many investors know about exchange-traded funds or ETFs. Direct or custom indexing is much less well known in Australia, but is converting many former ETF investors overseas. But what are the differences? And which is better for you? I'll explore the differences between direct indexing and ETFs in ...
Nucleus Wealth is excited to invite you to the IMAP Direct Indexing Conference. This will be an invaluable session for anyone using ETFs who wants more customisation and control over their investments. Direct indexing has been around in the US for over a decade but is just emerging in Australia. Be ...
Here are the details from Praemium's fee change. Because of these changes, Nucleus is transitioning sub $200,000 clients to other platforms.
Nucleus Wealth’s investment philosophy is that high-quality assets at reasonable prices provide the best investment outcomes for investors. Not only do studies show that these assets provide higher returns over time, but essentially, that they also provide a smoother ride there. This is because the ...
A separately managed account (SMA) is a portfolio of individual securities managed on the client’s behalf by a professional asset management firm, such as Nucleus Wealth.
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I have never come across a client that has told me that they like paying tax. This article will outline the many ways to take advantage of the tax savings on offer by contributing to superannuation before the end of the financial year.
A transition to retirement pension (sometimes referred to as TTR) allows you to transfer part of your superannuation funds into a transition to retirement account and draw a tax-free income if you have met your preservation age or are over 60 and under 65.
Superannuation is an essential part of retirement planning for most Australians. It is a tax-efficient way to save for your retirement, and this article will give you seven key things to consider when transitioning from the accumulation phase to the pension phase within superannuation.
