Prescott Securities
 

Latest Reports

Click on the Report below to view a summary and special points of interest.
To access the full report CLICK on the button, fill out the Report Request Form and an adviser from Prescott will forward the full pdf version of the report.

Retiring & Investing In Troubled Times - Five Great Strategies for 2012

Points of Interest
 
2011 was a very tough year environmentally, politically and economically and the confidence of a year ago was dashed by ongoing poor investment returns.
 
In troubled times it makes sense to get back to basics:
 
1. Get as much income as you can;
2. Protect your capital;
3. Control your costs;
4. Review your spending, tax and pension strategies, and
5. Access good advice.
 
Getting it right in troubled times will improve your situation now and maximize your chances of doing well as the world slowly returns to normal.
 
Download your copy, or contact your local Prescott Securities office to receive a hard copy in the mail.

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Managing a Share Portfolio

This report is about investing directly in Australian shares for profit, not about using the Share Market as a Casino.

There are any number of books and systems that purport to show the road to quick and easy riches. Almost invariably, the riches flow only to the promoters.
 
This Report focuses on the five basic principles used by investors serious about managing and growing their wealth.

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Off Farm Investing

Successful retirement, whether this year or further in the future, needs the same focus, planning and access to professional advice, as is necessary for success in primary production.
 
So getting the right advice from wealth management specialists with long term experience in servicing primary producers is a key decision.
 
This report is written specifically for those on the land - and is a must read.

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Running a Self-Managed Super Fund - ATO Guide

This guide is supplied by the Australian Taxation Office and is designed to be an introduction for Self-Managed Super Fund (SMSF) trustees to their roles and responsibilities in running a SMSF.

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