When it comes to investing, there are aspects that remain true, regardless of your level of experience.
In this ebook guide, we explore five investing truths for your portfolio:
1. Time is on your side
2. Diversify your investments
3. Look ahead when deciding to invest - avoid chasing returns
4. Keep your eye on the prize and don't panic
5. Employ experts.
This information is current as at 27 October 2017. This document has been created by Westpac Financial Services Limited (ABN 20 000 241 127, AFSL 233716). The information in this document is general information only. This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness, having regard to your personal objectives, financial situation and needs having regard to these factors before acting on it. You should consult a licensed financial adviser to obtain financial advice which is tailored to your personal circumstances, before acquiring an interest in a financial product. Past performance is not a reliable indicator of future performance. Any projections provided are predicative in nature and should not be relied upon. BT Financial Group cannot give tax advice. Any tax considerations outlined in this document are general statements, based on an interpretation of the current tax law, and do not constitute tax advice. The tax implications of investing can impact individual situations differently and you should seek specific tax advice from a registered tax agent or registered tax (financial) adviser. Superannuation is a means of saving for retirement, which is, in part, compulsory. The government has placed restrictions on when you can access your investment held in superannuation. The Government has set caps on the amount of money that you can add to superannuation each year on both a concessional and non-concessional tax basis. There will be tax consequences if you breach these caps. For more detail, speak with a financial adviser or visit the ATO website. This document may contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, no company in the Westpac Group accepts any responsibility for the accuracy or completeness of, or endorses any such material. Except where contrary to law, we intend by this notice to exclude liability for this material.
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