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Investment Planning
Investments form an important part of most Statements of Advice and can include a range of investment types from term deposits to managed funds.
The range of investments available includes:
- Income producing investments, such as cash management trusts, term deposits, mortgage trusts, immediate annuities, allocated pensions and super pensions
- Protected growth investments, such as conservatively invested funds
- Income and growth investments, such as managed funds and share trusts
- Tax advantaged investments including direct shares and listed property trusts.
Selecting the right investment
Just about all types of investments can be held in different structures, with varying tax treatment. For example, they may be held as a personal asset, in an allocated pension or retirement fund or as a friendly society bond.
Selecting the right investments and the right tax structures can be a major challenge. Your Bridges financial planner will assist you in selecting the investment that suits your investment and taxation objectives.
What about ‘no risk’ investments?
If an investment is promising high returns with little or no risk, you should be wary.
Generally investments that promise unusually high returns should be treated with caution and investigated thoroughly.
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Contact Information
Bridges Financial Services Pty Ltd
ACN 003 474 977 AFSL 240837
1st Floor, Satisfac House
151 South Terrace, Adelaide SA 5000
Email: bridges@satisfac.com.au
Website: www.bridgesweb.com.au
Phone: 08 8202 7766
Fax: 08 8231 6139
Disclaimer
In referring our Members to Bridges, Satisfac does not accept liability or responsibility for any act or omission of or advice provided by Bridges or their Authorised Representatives.
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