Show me the money

Article Abstract:

The firm Personal Investor celebrated its 15th birthday in 1998 by giving a group of six teenagers $75,000 to invest. A planned financial investment for five years helped these young adults gain $92,000 between them.

Author: Hely, Susan
United States, Investment Banking and Securities Dealing, Strategy & planning, Portfolio Management, Financial Planning, Portfolio & Funds Management, Planning, Competitions, Company business planning

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Estate planning with SMSFs

Article Abstract:

The advantages of using self-managed superannuation funds for estate planning in Australia are discussed. The superannuation funds are compared with other investment funds for this purpose.

Author: Hely, Susan
Australia, Management dynamics, Pension, health, and welfare funds, Pension Funds & Benefit Plans, Pension Funds, Estate Planning, Trust, Fiduciary, and Custody Activities, Estate & Tax Planning, Management, Comparative analysis, Company business management

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Subjects list: Investments
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