Welcome to today’s webinar, where two wealth managers will explain how they go about building a diversified income strategy. The recent interest rate cuts from the Reserve Bank of Australia have put more pressure on investors who are reliant on regular income to sustain their livelihoods.
Generating a sustainable source of income is one of the most common problems facing Livewire readers and I hope that today’s webinar provides some useful guidance on this topic.
The webinar will start a 10:45am, to tune in simply click on the player at the bottom of this page.
Webinar Slides: (VIEW LINK)
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Can you please ask a question about where LICs. Are they good buying at present for a passive investing SMSF and is it possible to source a daily list of NTAs?
To what extent should sentiment or share price momentum influence our decision to purchase certain stocks? Thanks Roland
How would you rank the order of safety of investing in the unlisted FirstMac high Livez and the listed MXT, NBI & GCI? Many thanks, Sidney
Can you please ask a question (for SMSF investing) about what are the best rated funds with good ROR for corporate lending / bonds preferably syndicated with banks? How can SMSF best invest in them, where / how are they rated and how is it best to assess risk eg )investment v non-investment grade? Thanks Vic
1.In a (future likely) situation where asset prices may rapidly deflate, which income creating assets or asset classes are least likely to suffer a drawdown? 2. What are the best available ( price and cost efficient) options for infrastructure type investments for self managed superannuation funds? thanks Mark
Please provide your thoughts on ETFs -SLF and VAP for SMSF diversification Thanks
For the fixed interest component of a retirees SMSF portfolio, how much would you allocate to international assets and how much to domestic assets? (I am currently 70% international, 30% domestic)
For the property component, what % would you allocate to listed real estate companies versus unlisted property assets
For the fixed interest component, what % would you allocate to RMBS's?
How do SMSF retirees best access bonds. I've done it through a combination of direct (as a FIIG wholesale client) ind indirectly through various Australian and international bond funds (e.g. PIMMCO FUNDS, UBS funds, etc.). I'm finding that the returns from the direct (FIIG) funds are much lower than the equivalent bond funds, as the FIIG charges (buy/sell spread and custody fees) swallow up the returns.
Are the domestic and international government bonds over bought with the yields falling so much recently or it is still a good time to allocate funds into treasury bonds as the global economy slows?
Regarding Steve’s comment on increasing exposure to Private Equity and Hedge Funds, where does he see the opportunities at present? Is PE1 in the private equity space a good buy? Thank you. Celeste
Why a very small allocation to real estate?
I can make income by selling 100 APT shares per week. What is the short term outlook of APT in the view of the panel members? (Holding APT since $5.02
HI Daniel, sorry we didn't get to your question. From the discussion I would suggest the guests would have suggested some more diversification and that relying on just a single security is quite risky.
Well done James. Great and informative conversation. Thanks David Heath