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This month, we have highlighted a number of investment opportunities for investors looking for returns in a falling market and cover some of the basics for end of year tax planning.

 

Cromwell (unlisted) Property Fund.

Favoured by many investors for their low volatility and tax deferred income, unlisted property funds have once again come to investor attention after they have continued to provide returns in a falling market.

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FEA Plantations Project 2008 (tax effective forestry)

There is an increasing gap between world supply and demand of timber coupled with the current tax incentives makes for a compelling investment

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Free Portfolio Healthcheck

Probably the worst thing you can do is sit on an portfolio full of proverbial “dogs” in the hope that they’ll somehow get their act together and produce you the great returns overnight. We’re giving investors the opportunity to get a free report across all their managed fund investments.

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Portfolio Healthcheck