Rethinking post-retirement asset allocationsBY SAM MORRIS | VOLUME 12, ISSUE 2 While growth assets are widely accepted in asset allocation decisions during the accumulation phase, many investors overlook the benefit allocating to shares can provide in the ... Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
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Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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Samuel Excellent article ,did you consider the use of ETFs in your lifestyle offset as a blend with shares?
Hi Colin, thanks for your comment. The portfolio return and risk analysis at the end of the paper was done using S&P/ASX200 and Bloomberg Ausbond composite index data, which are available as ETFs from a range of issuers. The income analysis was done using Vanguard Australian share and bond index funds, which are also available in ETF form.