1. Cash vs Fixed Interest – With Australian interest and deposit rates having been relatively attractive over the past few years leading to a large overexposure in portfolios, discussion was held over whether it is becoming prudent to start to move aggressively to other credit securities.
2. Floating Funds – The different types of floating funds was discussed with our preferences for mechanisms (cash, bonds, short selling or put options) and exposures (large cap, small cap, domestic, international) explored.
3. Direct Equity Investing – LBW policy on vehicles to invest directly in ASX-listed shares was tabled. Options from in-house management to broker-referrals to Seperately Managed Accounts (SMAs) was discussed .
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LBW Financial Services Pty Limited is a Corporate Authorised Representative of Wealthsure Pty Limited (AFSL Lic. No. 238030)
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