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It’s time to think about fixed interest

With the Reserve Bank of Australia cutting the cash rate to a record low of 2.25% in February 2015 and signalling it “may need to take a razor to interest rates again”, SMSF trustees are now looking to fixed income rather than relying solely on term deposits as a way to diversify their investment portfolio from traditional asset classes such as shares and property. As outlined in a recent Kaplan Industry report, our National Manager, Paul Oliver believes that the large cash allocation in the sector is largely a big hangover from the GFC as many investors are still “shell-shocked” from the dramatic equity market falls that occurred between 2007 and 2009. Yet as mentioned earlier, with interest rates having recently fallen so quickly and [...]

By | 2017-07-07T12:16:44+00:00 March 24th, 2015|Uncategorized|