Investments – build your wealth and grow your retirement savings. Speaker’s name Title/department Month, 2014. Agenda. What is investing and how it works Investment structures Investment vehicles Asset classes Things to consider when investing Investment strategies Next steps
Speaker’s nameTitle/departmentMonth, 2014
Key investment principles:
30 June 2013
30 June 2014
30 June 2015
30 June 2016
30 June 2017
This information was prepared by Asgard Capital Management Limited ABN 009 279 592, AFSL 240695 (Asgard) and is current as at March 2014.
A Financial Services Guide (FSG) is available for all Asgard accounts and services and can be obtained by calling 1800 998 185.
Material contained in this presentation is an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.
This presentation contains general information only and does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it.
All case studies and examples used in this presentation are for illustrative purposes only and nothing in this presentation should be construed as an indication or prediction of future performance or results.
Any taxation position described in this publication should be used as a guide only and is not tax advice. You should consult a registered tax agent for specific tax advice on your circumstances.
As the rules associated with the super and pension regimes are complex and subject to change and as the opportunities and effects differ based on your personal circumstances, you should seek personalised advice from a financial adviser before making any financial decision in relation to any matters discussed in this presentation.