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August 2017

August 2017

This newsletter combines our regular property and sharemarket updates. We discuss the latest findings of the ASX Russell Long-Term Investing Report, which show that residential investment property has once again been the best performing asset class over the last 10 and 20 year periods. Interestingly, the share market has not done as well - although this has much to do with the ‘point-to-point’ nature of the 10 and 20-year time periods that were examined.


In this newsletter, we combine our regular property and share market updates and take a very long term view – 10 and 20 years to be exact. We do this because the latest ASX Russell Long-Term Investing Report has just been released and it makes for interesting reading. Once again, the report shows that residential investment property has outperformed all other asset classes over the last 20 years. The report also highlights the shorter-term volatility in the share market, as three poor years out of the last 10 have meant that, overall share market returns have lagged behind returns on bonds.

This newsletter also reproduces two of our more popular blog articles from the month of July, discussing superannuation and in particular to changes to superannuation that took effect on 1 July.

We hope you enjoy our August newsletter. As ever, please feel free to get in touch if you would like to discuss anything to do with your financial management.

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Everest Partners Private Wealth Management Pty Ltd is a corporate authorised representative (1278026) of Crown Wealth Group Pty Ltd (AFSL 494274)


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