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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Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
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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.