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| | | | | | | – Dr Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital | | | To respond to current market volatility and an environment of low returns, its more important than ever for your clients to get the mix of their SMSF assets right.
According to the latest ATO statistics, SMSFs are overexposed to Australian assets - with more than 30% of portfolios weighted towards local equities. | | | | | | | SMSF Pulse is a comparison tool you can use with your clients to open up conversations on asset allocation.
Your clients will be able to see how their asset mix compares to other trustees and our dynamic asset allocation portfolio managed by Dr Shane Oliver and Nader Naeimi. | | | | | | | | We would love to get your feedback on Pulse and whether you think it will be useful to you and your clients. You can provide your feedback here. | | | | | | | Try Pulse and Enjoy a Vintage Year on Us^ For the first 1,000 who complete SMSF Pulse by October 31st 2016, we're giving away a bottle of wine from Langton's, worth a minimum of $55 when you register for their brokerage service. You'll receive an email within 24 hours of how to claim your wine. Plus, 10 lucky people will WIN 3 premium international wines worth $300. Complete SMSF Pulse now for your chance to win. | | |
| | | | | | | | | | | *Australian Tax Office (ATO), 2013, https://www.ato.gov.au/printfriendly.aspx?url=/About-ATO/Research-and-statistics/In-detail/Super-statistics/SMSF/Self-managed-superannuation-funds--A-statistical-overview-2012-2013/)
^NSW permit number LTPS/16/07567
To have a chance of winning, entries must complete SMSF Pulse and submit their name and email details at the end under the section ‘COMPARE NOW’. Entries must be submitted between 29th September - 31st October 2016. Full competition Terms and Conditions apply and can be viewed here.
This information has been prepared by AMP Capital Investors Ltd (ABN 59 001 777 591, AFSL 232497) (“AMP Capital”). Investors should consider the Product Disclosure Statement (PDS) for the Fund before making any decision regarding the Fund. The PDS contains important information about investing in each Fund and it is important investors read the PDS before making a decision about whether to acquire, continue to hold or dispose of units in the Fund. This information has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of this information, and seek professional advice, having regard to their objectives, financial situation and needs. objectives, financial situation and needs. | | |
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