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Investment docs

Garnet Superannuation Fund

The Garnet Superannuation Fund is a disciplined and structured solution for wealth accumulation. Our Planning Service helps you to set achievable goals for the long term management of your wealth. Contact our Garnet Premium Client Service Team on 03 9611 6700 for more information, or click below … Read full story

Garnet Wholesale Investment Funds

Garnet Investment Management manages a series of wholesale unit trusts. These are available to wholesale Australian investors who wish to invest in financially well structured and managed businesses, both in Australia and selected AAA rated economies. The Fund's objective is to generate meaningful economic … Read full story

Economic & Investment Horizons

Tax planning ... things to consider  With 30 June fast approaching, it is time to once again consider what you can do before the end of the financial year to minimise your tax. Click below to read more in the latest Horizons newsletter: Download: Horizons-June Read full story

Investment Breakfast

May 2010 Our most recent investment breakfast presentation was held on Thursday, 27 May 2010. Please click for a copy of the Presentation and the Accompanying notes.            December 2009 Read full story

Asset Allocation Review

The timing and selection of asset allocations accounts for an average 93.6% of the historical performance of all investment portfolios... Download: Asset Allocation Review-November 2009 Browse our archives Download: Sector Allocation Review-April 2008 Download: Sector Allocation Review-October 2007

Financial Services Guide

You will discover in this Financial Services Guide how we determine profitable strategies, minimise risk and how we inform you of your rights as an investor... Download: Financial Services Guide (1.4MB)

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