News

November 6, 2019
Couple at kitchen counter

What’s the difference between growth and income funds?

Are you looking to invest some of your hard earned money into a managed fund but can’t find your way around the jargon?
November 5, 2019
Couple driving in a convertable

5 tips for choosing the right managed fund

So you’ve done some research on all the different investment options available to you and decided on investing in a managed fund.
November 4, 2019

What is a managed fund?

So, you have just sold some property or come in to some money through an inheritance and it is burning a hole in your pocket but you don’t have time to research all of your different options and go through them with a fine tooth comb.
November 3, 2019

Do I have an Estate?

The answer is yes, most average Australians do have an Estate, and it’s not just wealthy people or those who own property.
November 1, 2019

Change of Management Fee – Tasmanian Perpetual Select Mortgage Fund

This notice advises members of a change to the Management fee for the Tasmanian Perpetual Select Mortgage Fund (ARSN 089 139 382) from 1.00% p.a. (+ GST) to 1.10% p.a. (+ GST), which will be effective from 2 December 2019.
October 18, 2019

Congratulations to our lucky winner!

Congratulations Mark Lutwyche, the winner of our luxury hamper competition from the 2019 Rotary Health and Wellbeing Expo in Ulverstone.
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