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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Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
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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.