Skip to main content

Has Your Super Fund Done This?

















Growth, growth and more growth is what we are about at Hindsight Wealth. If your super performance doesn't quite look like the graph above, perhaps it's time to do something about it?
The last 12 months really should serve as an excellent test for your super fund.
Investment markets around the world continue to perform strongly. 2017 is continuing to be a very positive year for domestic and international investment markets, and this should have translated to strong returns on your super fund.
You should consider structuring your super fund to take advantage of this by investing in a personalised portfolio that is appropriate to your investor profile with your funds spread across all the different asset classes. 
At the time of writing, the local All Ordinaries Index (a measure of the broader Australian stock market) is sitting just over 6100 points. An increase of some 14% from its level 12 months ago. 
Whilst markets have been performing strongly, the All Ordinaries is still well below its pre-GFC high of 6873 points in November 2007. 
In addition to capital growth, the last 12 months has since strong dividend yields which has provided a strong boost to the unit holdings within our super funds.  
Consider this. Our local market has to go up by at least another 13% to get back to where it was almost exactly 10 years ago. 
On top of that, it has to make up for the gains that it should have made over that 10 year period. 
Don’t miss out on the current opportunity simply because you’ve put your superannuation in the “too hard basket”.
We have a “click and flick” service whereby you can just take a photo or scan your latest super statement and send it through to me for a general review.
We also have an “Uber chat and ride” service for those of you in the CBD. I’ll cover your Uber ride to and from my office during the day if you want to catch up for a coffee.  I can’t make it any easier than that.
Don’t leave it until it’s too late. By consolidating your super now and investing it appropriately, you’ll be making a big difference to your future retirement outcome.

Labels:
Location: 4/33 Remora Rd, Hamilton QLD 4007, Australia

Comments

Post a Comment

Popular posts from this blog

Times are tough. How can you position yourself to minimise the impact?

The last few weeks have been extraordinary to say the least. We’re battling a world wide health crisis and we face uncertainty in many aspects of our lives.  It’s true that there are simply some things beyond our control and we will more than likely see many changes to our everyday lives for the remainder of 2020 and beyond. So, what can be done?  On the other side of this, many people will be left with dramatic financial stress, whether it be periods of unemployment, depleted cash reserves or battered superannuation balances.  And for many, timing will be an issue. Those who were weeks ago contemplating retirement may now need to change their plans. And those that are still accumulating for retirement have more than likely just seen their investments and superannuation return to levels of 5 or 6 years ago. Essentially the clock has be wound back in one way or another.  It may well be a good time to take stock and lay some foundations for when things do recover (which they
Post a Comment
Read more

Hindsight Wealth Office Walk Through Message

Post a Comment
Read more

When Socks and Jocks don’t cut it anymore.

We have a solution  to avoid the old favourites: socks and jocks this Father’s Day.  As this weekend is Father’s Day, the focus should be on Dad.  You can purchase the actual book or the digital copy  so Dad can access year - round savings from his smart phone.  Part proceeds from your purchase, also helps a local Brisbane charity:  Be Uplifted Inc Breast Cancer Charity – so everyone wins!  Click here  to purchase Dad his Entertainment Book subscription. Another gift you could give Dad is encouragement.  To encourage Dad to have a conversation with a financial adviser about his super and insurances.  Why?  Maybe Dad has started a new job or had a promotion. Maybe Dad is nearing retirement? When our lifestyle changes or work situation changes, it affects your super + insurances. Reviewing these regularly will make sure Dad stays on track. Perhaps you know Dad has a few super funds hanging out there from previous jobs. This can affect a few things – especially Dad’s back pocke
Post a Comment
Read more