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Listed SPS – Balanced

Monthly Commentary

  • 20220831_VACF_Vanguard_FI
  • 20220831_UBS_Cash_Fund
  • 20220831_Schroders_Fixed_Income
  • 20220831_PIMCO_Global_Bond_Fund
  • 20220831_MAQ0410AU_Walter_Scott
  • 20220831_IAF_iShares_Composite_Bond_ETF
  • 20220831_HOW0052AU_Kapstream_KARI
  • 20220831_ETL0032AU_Aberdeen Emerg
  • 20220831_DJRE_Dow_Jones_Global_RE
  • 20220831_ANT0005AU_Altrinsic_Global_Equit
  • 20220630_MFS_Global_Equity_Trust
  • 20220531_UBS_Cash_Fund

Product Disclosure & Additional Information Booklets

  • ANT0005AU_PDS_Altrinsic_Global_Equities_Trust_20210601
  • ANT0005AU_PDS_Altrinsic_Global_Equities_Trust_20210601_PG
  • DJRE_PDS_SPDR_Global_Real_Estate_20220214
  • ELT0018AU_PDS_Global_Bond_Wholesale_20211025
  • ELT0018AU_RG_Global_Bond_Wholesale_20211025
  • ETL0032 AU_AIB_Aberdeen Emerging Opportunities Fund_20220429
  • ETL0032 AU_PDS_Aberdeen Emerging Opportunities Fund_20220401
  • ETL0041 AU_PDS_MFS Fully Hedged Global Equity Trust_20220225
  • HOW0052 AU_AIB_Kapstream_Absolute_Return_Income_20211018
  • HOW0052 AU_PDS_Kapstream_Absolute_Return_Income_20211018
  • IAF_PDS_iShares_Composite_Bond_ETF_20220317
  • MAQ0410AU_PDS_Walter_Scott_Global_Equity_20211005
  • SBC0811AU_AIB_UBS_Cash_20210929
  • SBC0811AU_PDS_UBS_Cash_20210929
  • SCH0028AU_PDS_Schroder_Fixed_Income_20211001
  • VACF_PDS_Vanguard_Corporate_Fixed_Interest_20200710

Contact Our Office

Level 9, BDO Centre
420 King William Street
ADELAIDE SA 5000

(08) 8456 9020


Click here for a map of parking and transport options around our office.

About Us

More than a licensee. More than a planner. We’re not just part of a network—we’re your dedicated financial planning team. Led by Tony Brosnan, an experienced adviser and Accredited Aged Care … Read More

Our services

Aged Care Planning, SMSF’s and Retirement Planning, Cashflow Management, Portfolio Structuring and Tax … Read More

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