If you’ve received an inheritance, you may be thinking about what you might do with it.
Here we take a look at the four main types of investments – cash, fixed interest, shares and property.
There are a few key things to keep in mind when deciding what level of risk you are comfortable with.
Rock bottom interest rates have made investing for income unusually challenging for SMSF investors.
We all have different goals in life and financial planning is about how you can best manage your money now, while also planning ahead to achieve your financial goals.
Discover how we can put strategies in place to help you reach your financial goals.
Keep up to date with all the latest news from our industry experts.
As the advice on this page has been prepared without considering your objectives, financial situation or needs, you should, before acting on the advice, consider its appropriateness to your circumstances. Commonwealth Financial Planners are representatives of Commonwealth Financial Planning Pty Ltd ABN 65 003 900 169 AFSL 231139 a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank. CommSec (Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank.
The information contained may include general advice but does not take into account the investment objectives, financial situation and needs of any particular individual or trustee of a self-managed super fund. You should assess with the help of legal, financial and taxation advice, whether the information is appropriate in light of your own circumstances before acting on it.
Commonwealth Direct Investment Accounts (CDIAs) are issued by Commonwealth Bank of Australia. The SMSF CDIA is a bank account designed for use in conjunction with an SMSF. It is not a superannuation product in its own right.
Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned, but non-guaranteed, subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Participant of the ASX Group and Chi-X Australia. To be eligible for the brokerage discount your account must settle to a CDIA and be CHESS sponsored by CommSec. Otherwise, you’ll be charged normal brokerage.