Andy Zanelli discusses the importance of asset allocation within a tax wrapper.
As with any discussion there are two sides to be considered and the subject of wrapper allocation and tax is no exception. Some may feel that this is evidence of that famous saying, popularised by Mark Twain: “Lies, damn lies and statistics”, while others may feel that this is a demonstration of the power of numbers. The other point worth making at the outset is that this is merely an example to provoke thought and not any sort of recommendation. The beauty of the industry that we work in is that every client is unique and requires a thoughtful blend of advice to achieve their life go...
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