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Welcome to Wren Investment Advisers,
the first investment advisory firm in Australia
to be registered on the Good Business Register®.
We've made a commitment to responsible business
practice and the highest levels of professionalism
and ethics. To learn more about our services click
here.
Getting financial and investment advice is an important
decision. We encourage you to research your options
as widely as possible before making any final decisions.
If you would like to consider our firm as a part
of this process, please feel free to contact
us for further information or to arrange a meeting.
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- My
commissions are paid by
the fund manager - they're
not an additional cost to
you. More
- This
is a good investment because
it's capital protected.
More
- Our
risk questionnaire says
that you're a conservative
investor. More
- Index
funds are OK, as long as
you're happy with second
best. More
- I've
spread your portfolio across
eight funds so you get good
diversification. More
- Don't
worry. All these funds have
been approved by independent
researchers. More
- You
should use dollar cost averaging
to drip feed your savings
into the market. More
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Superannuation funds
have special rules for the distribution
of benefits after the death of a member.
In many cases, members will want to
pay their death benefits as a lump sum
to their spouse or a financially dependent
child. However they can also pay their
remaining benefits as a pension.
Legislative changes which took effect
from September 2007 mean that self managed
superannuation funds (SMSFs) can now
borrow to invest. Although the general
prohibition against borrowing by super
funds remains in place, the Federal
Government amended the Superannuation
Industry (Supervision) Act in 2007 to
permit super funds to invest in instalment
warrants.
The Federal Government
has announced further reforms to the
superannuation system which should make
it easier for workers aged over 55 to
retire gradually rather than leaving
the workforce altogether.
On 5 September 2006,
the Federal Government released the
final version of its Simpler Super proposals.
The changes were first announced in
the 2006-07 Federal Budget and since
then the Government has received more
than 1,500 written submssions and logged
over 3,500 phone calls on the new rules.
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$0
- $6,000 |
0%
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$6,001
- $37,000 |
15%
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$37,001
- $80,000 |
30%
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$80,001
- $180,000 |
37%
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$180,000+ |
45%
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