Take a moment, relax and enjoy our latest edition of Trilogy’s online magazine, Angle.
Since the last edition of Angle, the conversation around financial literacy has continued to be a strong talking point in many circles and around many barbeques. However, a topic that deserves just as much attention currently, is portfolio diversification.
Whilst many acknowledge they shouldn’t put all their eggs in one basket, the latest ATO stats are telling us that too many SMSFs are poorly diversified. In fact, the stats show that 75% of SMSFs hold assets across just three classes: cash holidings, Australian shares and listed trusts, and domestic property.
In this issue of Angle, we discuss why it’s important to understand investment risk, diversifying your SMSF and share our thoughts on the property market outlook for 2019.
This online magazine has been prepared by Trilogy Funds Management Limited (Trilogy) ABN 59 080 383 679 AFSL 261425. This advice is general advice only and does not consider your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances and we recommend that you seek personal financial product advice on your objectives, financial situation or needs and obtain and read the relevant product disclosure statement before making any investment decision.