Posts about Ask a Financial Adviser

At Nucleus Wealth, we believe your investments should reflect your values. Through our expertly managed accounts, you have the power to apply custom screens and tilts to your portfolio. Whether you want to exclude fossil fuels or increase your exposure to nuclear power, you're in the driver's seat. ...

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 ...

A Managed Discretionary Account (MDA) is becoming an increasingly popular way for investors to access professional investment management while retaining direct ownership and transparency. Designed for people who want expert oversight without having to approve every trade, MDAs combine 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.

When most people look at their superannuation or investment statements, they look for one number. But the reality of what you are paying is often buried in the fine print.

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.

I'm going to look at some different options for superannuation strategies:

One of the unique aspects of Nucleus Wealth is that you can access the same core portfolios—whether you invest through a self-managed super fund (SMSF) or a personal super fund.

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.

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.

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 ...

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 ...