Unpacking NDIS & specialist disability accommodation | Joss Engebretsen

Murdoch speaks with Joss Engebretsen PM at Barwon Investment Partners about the Barwon Disability Accommodation Fund.
Murdoch Gatti

York Wealth Management



In today's ROCAST, Murdoch speaks with Joss Engebretsen PM at Barwon Investment Partners about the Barwon Disability Accommodation Fund.

If you have any loved ones with Special Disability Accommodation needs or you have been following the SDA or NDIS in the news, then I think you are really going benefit from the insights Joss shares on these areas.

For people unfamiliar with these schemes. Joss unpacks what exactly is the National Disability Insurance Scheme & Specialist Disability Accommodation. Joss shares his thoughts on what improvements should been implemented in the scheme’s, what risks to avoid and how they are investing in Specialist Disability Accommodation, which is both favourable for their clients and investors.

The fund has been around for 2 years, the fund targets a total return of 8-10% comprising of an income distribution yield of 5-7%. As of recording the fund has returned 14% over the past 12 months with 4.85% income and 9% capital growth.

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Murdoch Gatti
Founder | Private Wealth Adviser
York Wealth Management

Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals. York helps clients make better long-term decisions about how their capital is invested, structured and passed on....

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