Nerina Visser
Exchange Traded Fund (ETF) expert Nerina Visser of etfSA will be presenting this JSE Power Hour focusing on generating income from our investments.
Our needs change as we move through different life stages and this webcast will cater for everybody, regardless of where you are in your investment journey.
Topics covered will include;
Types of income (interest vs. dividend)
- Contribution to total return
- Impact on risk
- Tax implications
- Fixed (giving certainty) vs. variable
Role of income in accumulation vs. drawdown phase of your investment journey
- Accumulation
- Importance of reinvestment
- Automatic reinvestment (total return ETFs) vs. manual reinvestment – pros and cons
- Drawdown
- Sourcing income in (semi-)retirement from multiple sources
- Importance of having multiple asset pools prior to retirement
- Tax efficient structuring
- Comparative risk profiles of different asset pools (highest potential risk / seeking high capital growth should be in annuities and lowest risk should be in discretionary)