Posts about Ask a Financial Adviser (2)

A:

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 are over 60 and under 65. Pro-Tip: This is not for everyone! If you are short on cash, it is useful. ...

Personal financial advice is expensive. This is no secret. As with any important purchase, you should know how financial advice works. We offer limited personal financial advice at Nucleus Wealth but we don't charge for advice. This means that the scope of the advice is limited to investment advice ...

Separately Managed Accounts – The most secure investment structure Is financial crime as old as time itself? Perhaps not quite, but from dishonest weights and measures in trade, to Alan Bond, Storm Financial, and more recently Mayfair 101 and REMI Capital, it’s pretty old, pretty common and ...

The short answer is, no.

The probability of returns being different (either more or less) from the expected return of any particular investment.

When comparing Nucleus Wealth to other Super funds, you should consider risk, performance, and other factors such as transparency, ability to tailor your investment portfolio, access to advisers, and the mindset behind your portfolio’s investment management, amongst other things.

When looking at investments, it’s very important to consider your objectives. The time frame is a significant part of that, as is your tolerance towards risk (investment volatility) and your income needs.

We try to pick the best quality companies, at the best value (price). However, while the global economy became progressively worse from March 2020, global stock markets experienced a strong rally, not supported by economic fundamentals (including corporate earnings), making it increasingly ...