5 Important Health-Checks for your Retirement Portfolio in 2024
The most important health checks to conduct when you’re reviewing your retirement portfolio this year.
PJ enjoys working with people to develop clear financial plans, structure assets intelligently, invest with confidence, and manage risk along the way. His areas of expertise include wealth management, superannuation, retirement planning, self-managed super funds, direct equities, structuring, and personal insurances.
The most important health checks to conduct when you’re reviewing your retirement portfolio this year.
Equity and sustainability sound good on paper, but they are ripe for politicking of all sorts. Equity for who? Sustainability of what?
There are significant benefits associated with taking an independent, individually managed approach to investments in Superannuation. This is particularly true as investment balances grow and retirement planning commences. Australian Superannuation funds are under the spotlight as the retirement system adapts to ageing demographics and longer life expectancies, and the retirement savings pool grows to become […]
Many Australian investors prefer to invest in Australian shares rather than international shares. It makes sense for a range of reasons:
“I don’t want my super going to zero,” said a prospective client during a recent risk profiling discussion. “I want conservative investment decisions that won’t lose money over time.” In uncertain economic times it’s tempting to avoid investment decisions and hold onto cash. This is opposite to the temptation to chase investment returns while everyone […]
Bill Gates famously quoted that, “Most people overestimate what they can do in one year and underestimate what they can do in ten years”. Regardless of your view of Bill Gates (and whacky conspiracy theories abound), the adage captures something inherent in human nature. We’re impatient to achieve our goals and equally, we aren’t accurate […]
Recently I’ve had a number of clients enquire about the pros and cons of setting up a Self-Managed Super Fund (SMSF). They have an instinct to get more control over their investments in Super. But they’re hesitant about the additional work involved in running a SMSF and are unsure of the costs. There’s no perfect […]
Inflation in the US hit 7% in the last month of 2021, closing out the year with the highest annual increase in consumer prices since June 1982. The Federal Reserve has signalled their intention to increase interest rates this year, suggesting they might hike rates three times or more if necessary, and begin Quantitative Tightening […]
Synectic is a Chartered Accounting and Advisory firm that brings together the skills of business advisers, accountants, taxation experts, financial planners, auditors, and self-managed superannuation experts.
Our team operates Tasmania-wide from Devonport, Hobart and Launceston offices.
Our mission is to enhance the prosperity of our people, clients and community. We offer the depth of knowledge, specialist skills and resources usually associated with much larger firms. Yet our size, availability and flexibility enables us to develop an in-depth understanding of your business and financial affairs. You can count on us.
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