Share Investment
Shaky markets, steady advice
At Hatcher, it’s no secret we love the stock market. The majority of our clients have share investments and the majority of them are doing rather well based on credible advice from our trusted partners and our insights into their finances.
Holistic Approach
If you’re ready for share investment, we look at your whole financial picture to determine if it’s the right fit or what you need to get there and connect you with our network of trusted advisors.
Top-Notch Partners
We work closely with leading mortgage brokers and finance companies (relationships built on years and years of trust) to get you the results you’re looking for.
ASX Shares
Investments in the Australian Stockmarket
LIC / Index Funds
Investment in a set is of securities (i.e. the ASX 200 index) to match or outperform the market
Managed Funds
A stockbroker manages your portfolio, actively choosing where to invest
Overseas Investments
Investments in the U.S. or international stockmarkets
Whether bear or bull, you can master the beast
We always use trusted experts to advise us on what shares to buy & when to sell them. It’s natural to fear a stock market crash, however with the average return over a 10 year period being 9.3% you can see the difference in wealth created.
Plan for Success
We always advise our clients to seek professional advice to take into consideration their full personal circumstances before picking the structure for investments.
How to Structure your Investment
Your investment structure depends on how much money you’re looking to invest. Generally speaking, a Trust/Company structure will add costs to your overall investments and reduce your Return on Investments, however, they may provide you tax advantages that offset these compliance costs. With SMSF investing in shares, you would have a Tax Rate of 0-15%, which is low, however, you may have restrictions on what you can and can’t do with the funds in the SMSF.
Meet Max*
Before coming to us, Max had done over $1mil of investing in his own name, an amazing accomplishment. However, if he was to have it structured under a Trust/Company or SMSF, his effective tax rate would have been substantially lower. It provides an important lesson because once shares are purchased and increase in value, there is no opportunity to change the structure without having tax implications.
FAQs
Frequently asked questions when it comes to share investment.
No. We connect you with our trusted network of providers who are specialists in portfolio management. We evaluate and advise on your investments as a whole.
Yes, absolutely. This is one of our specialties. With our big-picture knowledge about your finances, we can help you make an educated decision about how much to invest and guide you to the right investment strategy and people depending on your specific situation and involvement preferences.
We educate our clients that you need to be invested for at least a 3 year + period to see yields.
Disclaimer: Hatcher Advisory and its subsidiaries, together with its owners, managers and employees have endeavoured to ensure the information on this website is accurate. However, you must undertake your own research and seek advice from your financial advisor, broker or accountant to ascertain its application to your specific circumstances. We do not take responsibility for any outcomes based on this material.