I’m going to look at some different options for superannuation strategies: Should you put an extra $10,000 of your income into super rather than your mortgage? Should you put an extra $10,000 of your savings into super rather than your mortgage? Say you have $10,000 in shares with $5,000 of capital gains embedded. Can you […]
Extra superannuation contributions or mortgage payments: Which is better? Read More »
In recent months, I’ve had an influx of clients and friends asking about setting up share market investment accounts for children. Direct indexing, fractional shares, and trading with no fixed costs make it much more attractive to invest in shares than it has been in the past. Ten years ago, needing to pay $10 or
Kid’s Investments: not like when you were young Read More »
Managed Discretionary Accounts vs Separately Managed Accounts Managed Discretionary Accounts (MDAs) and Separately Managed Accounts (SMAs) are functionally similar but legally different investment options. While both aim to provide professional portfolio management services, they diverge in structure and regulatory oversight. Nucleus invests through both structures. The key functional difference for Nucleus products is: Managed Discretionary
What is the difference between an MDA and an SMA? Read More »
Many investors know about exchange-traded funds or ETFs. Direct or custom indexing is much less well known in Australia, but is converting many former ETF investors overseas. But what are the differences? And which is better for you? I’ll explore the differences between direct indexing and ETFs in this post. With an exchange-traded or mutual
ETFs vs. Direct Indexing: What You Need to Know Read More »
Nucleus Wealth is excited to invite you to the IMAP Direct Indexing Conference. This will be an invaluable session for anyone using ETFs who wants more customisation and control over their investments. Direct indexing has been around in the US for over a decade but is just emerging in Australia. Be one of the first to explore this new
Direct Indexing Conference Read More »
