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Cash provides security but little more

Jason Clout; Alexandra Cain, Nathan Lear
Hewison Private Wealth
13 Nov 2018

HPW Financial Adviser & Director, Nathan Lear, quoted in the Australian Financial Review 13/11/18. Cash provides a buffer during volatile markets to trustees but the long-term impact on an SMSF can be to stifle returns.

In the current low-interest-rate environment, it is hard for SMSF trustees to derive strong income from their portfolios, and in Australia this landscape could remain this way for some time yet.

Read the full article in AFR here.

Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.