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Achieving investment goals

Published on 02 May 02 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This powerpoint presentation is designed to provide information for professional and personal use on: determining investment goals, establishing an investment plan, asset allocation including expected risk and return, ongoing management of investments, share picking, building assets from a low base.

Author profile:

Rhys GEORGE


 

This was presented at 37TH SOUTH AUSTRALIAN STATE CONVENTION - "2002 - THE MIRROR IMAGE - A TIME TO REFLECT".

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Individual sessions





Achieving investment goals

Author(s):  Rhys GEORGE

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Debt and equity

Author(s):  Stephen WESTAWAY

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Trust elections

Author(s):  Paul TANTI

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