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Income Bearing Investments
What are Income Bearing Investments? |
In the past many people have funded their retirement by investing their savings in term deposits and similar fixed rate investments, and living off the interest. This can be successful, although your income is at the mercy of interest rate changes.
Other people follow a similar principle by deriving an income to meet their living expenses from share dividends or rent from investment property. Shares and property offer investors the advantage of potentially achieving longer term capital growth, providing a buffer against inflation. However, some investors are uncomfortable with the perceived risks associated with these types of investments.
This information is provided by National Mutual Funds Management Limited, ABN 32 006 787 720 AFS License No. 234652, 750 Collins Street, Melbourne, Vic 3008 (NMFM). A policy can only be effected by completion of an application form. The information is based on the understanding of the current taxation legislation. Financial advice should be sought.
In preparing this information, (NMFM), did not take into account the investment objectives, financial situation or particular needs of any particular person. Before making any investment decision, you need to consider (with or without assistance of a financial planner) whether this information is appropriate to your needs, objectives and circumstances. This information has not been prepared for a recipient's specific investment objectives, financial situation or particular needs and should not be relied on as such.
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