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Capital preservation and income derivation in retirement paper

Published on 02 Mar 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • review of the industry
  • theory of portfolio construction
  • problems with forecasting methodology
  • structuring of income portfolios
  • getting the right balance.

Author profile:

Craig Aspinall
Craig is an Associate Director with Grange Securities. He is a certified financial planner with over 18 years experience in funds management and financial planning and has gained his experience through roles such as foreign exchange broking, developing investment products and training financial planners. Current at 05 May 2006 Click here to expand/collapse more articles by Craig ASPINALL.
 

This was presented at New SMSF strategies.

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