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Get to know the investment before you invest

Before you jump into any investment, carefully assess its suitability. Read the product disclosure statement (PDS) for each investment product and make sure you understand the product’s key features, fees, commissions, benefits and risks. Ask the product provider or a financial adviser if you need further clarification. Smart tip Be wary of get rich quick schemes. Avoid investment disasters …

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Which Investing Option is Best for Me?

There are many facets to managing your investments; opening accounts, transferring accounts or assets, buying and selling investments in each account, monitoring individual investments and your overall allocation on a periodic basis, re-balancing the asset allocation, removing poorly performing investment options and replacing with more appropriate alternatives, all in a tax-efficient manner. Indicate your preference …

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