Why high-quality bonds are a logical alternative to hybrid securities. Some of the biggest changes on financial markets that are likely to have a profound impact on many retail investors can occur without attracting too much attention. The Australian Prudential Regulation Authority (APRA), the regulator of banks, superannuation funds and other financial institutions, flagged such … Read more
The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many people, the idea of having someone on site to help with property and garden maintenance is enough for them to make what can be a major change later in life. … Read more
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
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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 .
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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.
