Client Resources

Arch Capital offers a range of services which assist with preparing, guiding and managing your financial future.

 

Client Resources

Are you about to retire?

This is not just about money, but also the mental space of transitioning from a busy working period of your life which has a lot of positive aspects to a situation where you are asking yourself, “What am I going to do? How am I going to adjust?”

Our Investment Philosophy in the Australian Financial Review

The AFR points out how these fund managers have particularly demonstrated processes that really work, have been investing ethically and also displayed great
stewardship.

Today we talk about two current themes

As we wake up every day there is always more bad news about what is going on in the world.

Retirement Calculators

Today’s update is about retirement calculators and projections, and how these may help you in your
plan for retirement.

Downsizing contributions

The Contributing the proceeds of downsizing into superannuation measure was one of
several announced in the 2017–18 Budget as part of the government’s package of reforms
to reduce pressure on housing affordability in Australia.

Personal Services
Income

One of the most difficult areas of the PSI provisions is assessing when an individual or an
entity has actually derived personal services income (PSI).

Elections and Investing

With Australia in the middle of another general election campaign and facing the prospect of a change of government, investors may ask what implications the political cycle has for financial markets and for their own portfolios.

Benefits for Transition to Retirement Income Streams

The Government’s 1 July 2017 tax changes caused Transition to Retirement Income Streams (TRIS) to fall out of favour with many advisers and their clients.

PooledFunds Financial Services Guide version 2020-3

This Financial Services (FSG) provides you with the key information about PooledFunds Pty Limited and its financial advisers

The Evolution of Sustainability Investing

Helping investors align environmental priorities with their investment goals

Investors flee active funds at highestrate in 3 years

Investors in the US and Europe have fled active mutual funds at the highest rate in at least three
years,

Sustainability Report

This material is issued by DFA Australia Limited (AFS License No. 238093, ABN 46 065 937 671).

Webinar Resources

June 2019 – Webinar Slides

End of Financial Year 18/19 Webinar. Held on the 3rd of June 2019

May 2019 – Webinar Slides

What does the Election Outcome
mean for retirees and investors

June 2020 – Webinar Slides

The release of the 2020-21 Federal Budget has been postponed from its traditional
date in May until 6 October 2020.

Location

We have two locations in Sydney.

Suite 35
90 Mona Vale Road
Mona Vale NSW 2102

Level 36
1 Farrer Place
Sydney NSW 2000

Contact Us Direct

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