Depending on the type of fund you use and whether you pay for advice, there is a large difference in the size of fees. It might be worth paying for extras but choose the fund and advice level that suits you.
Author Archive | Sam Wylie
Hybrids are complex instruments but they can be viewed as a bond with an embedded option, and they convert to equity in certain circumstances. Investors should consider the risk of this happening.
Family trusts will be a battleground at the next election, but for the wealthy the main benefit is the not income splitting with family members. How do family trusts work and how do affluent families use ‘bucket companies’?
Investors who want to limit equity market losses while retaining the upside may use put options. The cost for banks seems relatively low at the moment, but understand what you’re doing.
If you had to choose between investing in the bright future of a high-tech, disruptive stock or a consistent, old-economy stock, which would you prefer? It comes down to what you expect in return.