What is a Managed Fund?


When you invest in a managed fund, your money is pooled together with other investors. A fund manager then buys and sells assets, such as shares or bonds, on your behalf.
You don't own the underlying investments, you own 'units' in the fund. The value of the units in the fund will rise and fall with the value of the underlying assets. Some managed funds also pay income or 'distributions'.

15 Aug

Planning For Your Retirement

WEBINAR - Recording

The best retirements are those planned well in advance. Because when it comes to designing the life you want, age should never be a limit. In this expert-led webinar, we’ll walk you through the essential strategies to help you create a financially secure and fulfilling retirement - on your terms.


READ MORE READ MORE
8 Aug

SMSF - Using Your Super To Invest In Property

WEBINAR - Recording
Thinking about using your super to invest in property? Watch the recording of our expert-led webinar to explore how a Self-Managed Super Fund (SMSF) can help you build long-term wealth through property investment. 


READ MORE READ MORE
1 Aug

SMSF: Is It The Right Investment Strategy For You?

WEBINAR - Recording
In this webinar we explore how a Self-Managed Super Fund can help you take control of your retirement in today’s changing economic landscape.


READ MORE READ MORE
2 Oct '23

Your Personal Budget and the Rising Cost of Living

Managing your personal expenses in the face of the rising cost of living. We run through a live demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself.


READ MORE READ MORE
28 Sep '23

Redundancy: The Next Steps To Manage and Protect Your Finances

ONLINE WEBINAR
28 September 2023 // 12:30 - 1:30p.m.

In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and secure your financial future.


READ MORE READ MORE
27 Jul '23

ESG Investing

ONLINE WEBINAR
27 July 2023 // 12:30-1:30pm

(ESG) considerations have become increasingly important for investors as they look to make investment decisions that align with their values and have a positive impact on the world.


READ MORE READ MORE