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F Palmer & ME Palmer
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Palmer Blog

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The Palmer Discretionary Account: 10 Reasons to Find Out More

2 Jun 2017
The Palmer Discretionary Account: 10 Reasons to Find Out More

The people at Joseph Palmer & Sons (Palmer’s) have long believed investing should not only be safer but also easier. That’s why increasing numbers are signing up to the Palmer Discretionary Account (PDA).

What is a Managed Discretionary Account?

26 May 2017
What is a Managed Discretionary Account?

An MDA is an investment portfolio management service whereby you provide discretion to an investment manager to manage your portfolio on your behalf in accordance with your instructions, investment objectives and an agreed investment program. This mandate eliminates the need to constantly obtain your agreement or instructions to sell, buy, apply for, or redeem investments in financial products.

Your SMSF – Now You Really Can Have it Both Ways

2 Apr 2017
Your SMSF – Now You Really Can Have it Both Ways

Ever been frustrated by outcomes resulting from two of the best-known proverbs in the English language? You know, the ones that go: “You can’t have your cake and eat it” and “You can’t have it both ways”. If you like being in control of your investments and you like to take the occasional break to get away from it all, you know it’s never been easy. Here’s some good news. Now, you can still have your cake and you can have things both ways.

It’s the Misty Season … but will it Bear Investment Fruit?

14 Mar 2017
It’s the Misty Season … but will it Bear Investment Fruit?

John Keats, English poet, wrote of ‘Seasons of mist and mellow fruitfulness” in his Ode to Autumn. That season in Australia may not be quite as mild as in Europe but it can certainly be misty … and in more ways than one. Anything obscuring the investment landscape – mist, smoke, fog, or stormy weather – will induce uncertainty. Good investment outcomes require clarity on the road ahead … and here’s how you can get it

Three Insights to Investing Your Money While Still Retaining Control

6 Mar 2017

There’s now some genuinely good news for those who find managing their investments increasingly complex and frustratingly time consuming. It comes in the form of a proven service from one of Australia’s oldest and most experienced investment firms

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