Burrell Stockbroking & Wealth Management

Want to get into investing but not sure where to start? An easy first step to take is identifying your risk profile so you can narrow down a strategy. Here are some questions you can ask to help you get there. 1. What are your investment goals and time horizon? Define your objectives and how long you plan to invest for. 2. What is your risk tolerance and financial situation? Assess your comfort with potential losses and your overall financial health, including income, expenses, and debt levels. 3. How knowledgeable and experienced are you with investing? Consider your understanding of investments and past experiences in the market. 4. What are your liquidity needs and how do you handle market volatility? Determine your need for quick access to funds and your reaction to market fluctuations and volatility. 5. What are your diversification preferences and expectations for returns? Decide on a diversified or concentrated strategy and set realistic expectations for investment returns. Still unsure? Get in contact with one of our team today.

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Understanding Trust Roles: Who’s Involved and What They Do Thinking about setting up or managing a trust? Understanding the roles and responsibilities involved is key to ensuring everything runs smoothly. Trusts usually involve three main roles: - The Settlor: The person who creates the trust by transferring assets into it. - The Trustee: The individual or company legally responsible for managing the trust’s assets in line with the trust deed. - The Beneficiary: The person or group who benefits from the trust, either through income or assets. Certain roles have specific duties—trustees have a legal obligation to act in the best interest of the beneficiaries and manage the assets according to the terms of the trust. For those setting up or managing a trust, understanding these roles can help protect your assets and ensure smooth administration. If you're unsure about the process, Burrell Stockbroking & Wealth Management can work with you and your legal advisers, to help you understand your options and ensure the trust is structured to meet your financial goals. #Trusts #WealthManagement #FinancialPlanning #Investment #Australia #LegacyPlanning

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Choosing a new super fund but not sure what to look for? Here are some key factors to consider: 1. Fees: Compare the fees charged by different funds. Fees can impact the performance of your funds. 2. Performance: Look at the long-term performance history. Consistent returns over 5-10 year periods can help to make this decision (though past performance is not an indicator of future performance) 3. Investment Options: Check the variety of investment options available. Choose one that aligns with your risk tolerance and financial goals. 4. Insurance: Review the insurance options provided, including life, total and permanent disability, and income protection. Ensure they meet your insurance needs. 5. Member Services: Consider the quality of customer service and online tools. Easy access and helpful support can make a big difference. 💬 Selecting the right super fund can significantly impact your retirement savings. Do your research and choose wisely- or ask one of our friendly advisors to help. Make sure you read the PDS and TMD before making any decisions on a superfund. Seek independent financial advice before making any decision to change super funds, as you may lose benefits such as insurance by switching funds. #SuperFund #RetirementPlanning #InvestSmart #FinancialFuture #MoneyMatters

Thinking of selling an asset in Australia? Whether it’s property, shares, or another investment, you may be required to pay Capital Gains Tax (CGT). Generally you pay CGT when you sell an asset for more than you paid for it, and the profit you make is added to your taxable income. Some assets, such as your primary residence, can be exempt, but many others aren't. Don't forget, if you hold the asset for over a year, you might qualify for a 50% discount on the capital gain. Always keep good records and consider consulting a tax professional to make sure you’re meeting your obligations and maximizing your benefits. Know the rules, stay informed, and plan ahead! #CapitalGainsTax #Australia #TaxTips #FinancialPlanning #Investment

Take control of your Superannuation with a SMSF! Are you looking to become more involved with your retirement savings? A Self-Managed Super Fund (SMSF) might be a solution for you. Here’s why: Control & Flexibility: With a SMSF, you have the ability to tailor your investment strategy to suit your financial goals and preferences. Diverse Investment Options: Access a wide range of investment opportunities, from shares, property, and fixed interest products. Apply any ethical preferences you may have when selecting your investments. Cost Management: A SMSF means you have the ability to select your own accountant At Burrell Stockbroking, we specialise in helping you navigate the complexities of SMSFs to make informed decisions that align with your future goals. Let’s secure your financial future together! Ready to explore the benefits of an SMSF? Contact us today for expert guidance. #BurrellStockbroking #SMSF #FinancialFreedom #RetirementPlanning #InvestmentStrategy

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Looking to achieve capital growth over the medium to long term? Burrell20 is designed for investors seeking solid equity returns through a professionally managed Australian equity portfolio. Investment Objective: Target capital growth over the medium to long term. Is Burrell20 Right for You? ⭐ Ideal for investors looking for equity returns that beat inflation over the medium term. ⭐ Perfect for those comfortable with a portfolio centred on larger-cap stocks. ⭐ Suitable for investors seeking an Australian equity-only portfolio or an Australian component of a diversified portfolio. ⭐ Designed for those willing to embrace equity volatility and risk in pursuit of higher long-term returns. Investment Strategy: ⭐Weighted towards the top 20 stocks in the S&P/ASX20 Index by market capitalization. ⭐Allows for strategic substitutions based on Burrell's independent research and insights. ⭐Focuses on value and Growth at Reasonable Price (GARP) stocks. ⭐Employs a fundamental approach to stock selection, with a keen eye on valuations and independent research. For more details, visit Burrell Online (https://lnkd.in/gCTZKKHQ) or contact the Burrell team today. General advice only, be sure to read the PDS and TMD available from Burrell Online before making any decision.

Looking to achieve capital growth over the medium to long term? Burrell20 is designed for investors seeking solid equity returns through a professionally managed Australian equity portfolio. Investment Objective: Target capital growth over the medium to long term. Is Burrell20 Right for You? ⭐ Ideal for investors looking for equity returns that beat inflation over the medium term. ⭐ Perfect for those comfortable with a portfolio centred on larger-cap stocks. ⭐ Suitable for investors seeking an Australian equity-only portfolio or an Australian component of a diversified portfolio. ⭐ Designed for those willing to embrace equity volatility and risk in pursuit of higher long-term returns. Investment Strategy: ⭐Weighted towards the top 20 stocks in the S&P/ASX20 Index by market capitalization. ⭐Allows for strategic substitutions based on Burrell's independent research and insights. ⭐Focuses on value and Growth at Reasonable Price (GARP) stocks. ⭐Employs a fundamental approach to stock selection, with a keen eye on valuations and independent research. For more details, visit Burrell Online (https://lnkd.in/gCTZKKHQ) or contact the Burrell team today. General advice only, be sure to read the PDS and TMD available from Burrell Online before making any decision.