Listed Investment Trusts (LITs), offer exposure to a “portfolio” of corporate debt (loans) with the promise of much higher yields than cash in the bank and with much better capital protection than dividend-paying shares. Credit LIT’s are listed entities that invest exclusively in debt markets. The composition of their portfolios varies a lot and so […]

What are they? What LIT’s have Helm invested in, why do we like them and what risks are involved? Over the next 3 posts we will be answering these questions to help you get informed and up to speed on LIT’s With investors clamouring for better income returns than the paltry interest paid on bank […]

  https://iview.abc.net.au/show/7-30-special-the-economy   Storm Clouds over the Australian Economy was originally a 4-part series aired on the 7.30 Report in Nov 2019. It has now been combined into one 31 minute special which is available on ABC I view until mid-March. 2020. The program title and the first half of the program paints a rather […]

  Above: Economist 27th October 2018 In the well written lead article in this edition it explains why the editors of this prestigious magazine think Australia has been (and in our view will continue to be) the best place to live work and invest. Helm, as you know, has chosen to invest most of your […]

If the Government  offered to give you, your children or grandchildren $850 for every $660 you gave them  up to $21,000 or so, it would be very appealing wouldn’t it…. even if the $850 had to go into an account they must retain and invest until they were 60! In fact, locking this sort of […]

Financial Planning Week 2016! Did you know that this week (22-28 Aug) is Financial Planning Week? Every year, the Financial Planning Association (FPA) holds Financial Planning Week, to remind Australians about the importance of financial planning. The theme for this year is “Dare to Dream” and it helps us to remember that we need a […]

Quick access links to the login screen for all current Helm investment platforms are listed below, select the platform relevant to you -Macquarie Cash Management Account (CMA) -Use for Access to Macquarie Bank Accounts (non-super) -Praemium -Australian Executor Trustees (AET) SAF’s -Macquarie (Super) Wrap For existing Helm clients: above is a list of quick links […]

As a part of our new website we have introduced the Helm Insights. We will be using this space to share occasional interesting and valuable planning/investment related articles as well as updates about changes at Helm. Watch this space for useful tips and information. James Hodder. Managing Director.