What five years’ worth of SMSF asset allocation data reveals. The Australian Tax Office (ATO) releases quarterly data showing where self-managed superannuation funds (SMSFs) are parking the retirement savings that they have invested within the super system. The data for the three months ended June 30, 2024, which was released in September, shows there were … Read more
Returns for the global 60/40 portfolio are positive again, reaffirming its benefits. A globally diversified portfolio of 60% stocks and 40% bonds declined by about 16% in 2022—a painful period for balanced investors that raised doubts about the viability of this strategy.1 Some commentators even declared the old standby dead. Yet, by the end of … Read more
Suite 4a, Level 4, 4 Belgrave St
Kogarah NSW 2217
PO Box 487
Kogarah NSW 1485
Mon - Fri: 9am - 5pm
Sat - By appointment
Thomas Group Accounting and Taxation Pty Ltd AFSL 520446 ABN 13162819187, trading as Thomas Group Financial Services
is the holder of and Australian Financial Services Licence AFSL 520446 .
As a member of the IPA, we are part of the IPA Professional Standards Scheme and our liability is limited by a Scheme approved under Professional Standards Legislation
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Thomas Group Financial Services acknowledges the traditional custodians of the land in which the Kogarah office is situated – the Biddegal people of the Eora Nation.
