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For a couple in their 80s with a well established SMSF and comfortable retirement living, what considerations would you provide for investing a lump sum from a sale of a house?
Assuming around $400k is available to invest, how would you analyse the investment options?
It seems that putting it all in cash investments would be low risk, but would “go backwards” due to low interest rates, however, investing it all in stocks right now would be too high risk due to volatility. Is it just a case of assuming a balanced approach to investment (like at any other stage of life), with stocks, bonds, cash, etc., or are there some other options to consider?
A: Thanks for the question.
While I think your question is probably best answered via a consultation with a financial adviser, who will consider your investment objectives as well as your appetite for risk, you may want to check out our web pages that deal with asset allocation. See here, and also this article that deals with your investment strategy.
If you would like me to introduce you to one of our financial advisers, please let me know.
