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Jordan Eliseo Senior Investment Manager, The Perth Mint Gold for SMSF trustees – Why – How – Now! SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Gold for SMSF trustees –Why – How – Now!
SMSF + InvestorEvent
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Jordan Eliseo is the Senior Investment Manager for The Perth Mint.
He is a financial markets commentator and analyst with more than 20 years experience.
Jordan has worked for companies like Deutsche Bank, JP Morgan, AMP Capital and Cazenove Capital in Adelaide, Sydney and London, specializing in investment analytics, risk modelling, asset allocation modelling and portfolio construction.
A long running gold bull, Jordan has been personally invested in precious metals since the early 2000s, and is the author of 2 books on economics and investing.
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Gold for SMSF Trustees:
Why, How, Now!
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
DisclaimerPast performance does not guarantee future results.
The information in this article and the links provided are for general information only and should not be taken as constituting professional advice from The Perth Mint.
The Perth Mint is not a financial adviser.
You should consider seeking independent financial advice to check how the information in this brochure relates to your unique circumstances.
All data, including prices, quotes, valuations and statistics included have been obtained from sources The Perth Mint deems to be reliable, but we do not guarantee their accuracy or completeness.
The Perth Mint is not liable for any loss caused, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided directly or indirectly, by use of this brochure.
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Strong Long Term Returns
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Hedge against falling equity market
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Cash “alternative” when ‘real’ rates are low
Gold rose in 16 of the 27 years “real” cash
rates were +2%
Average Return:+4% Worst year: -29%Best Year: +29%
Gold rose in 18 of the 21 years “real” cash rates
were < 2%
Average: +20%Worst year: -21%Best Year: +143%
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
How to Invest in Gold for your SMSF
• Be aware of compliance requirements (audit/valuation)
• Use trusted counterparties
• Investment solutions (exchange traded vs. direct)
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Trusted Counterparties
What to Look For
• History and Reputation
• Published and Audited Financials
• Liquidity and Balance Sheet Strength
• Transparency
• Depository Security
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Investment Solutions
Ticker Code: PMGOLD
1/100th troy ounceTrading since 2003
Low CostRedeemable
Government Guaranteed
Depository Online
24/7 online accessibilityPhone Support
Zero storage fee solutions availableEOFY Valuations
Government Guaranteed
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Why Now is the Time to Look at Gold
• Yield Curve Inversion
• Expensive Financial Markets
• Rate cuts and a decade of low rates?
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Yield Curve Inversion
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Expensive Markets
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Rate cuts and a decade of low rates?
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
Summary • Gold offers a number of benefits to an Australian investors portfolio
• Gold is an incredibly liquid and simple asset class to invest in
• No guarantees but history suggests now is a good time to hold gold
• The Perth Mint offers secure investment solutions for SMSF trustees
SMSF + Investor Event
Jordan EliseoSenior Investment Manager, The Perth Mint
DisclaimerPast performance does not guarantee future results.
The information in this article and the links provided are for general information only and should not be taken as constituting professional advice from The Perth Mint.
The Perth Mint is not a financial adviser.
You should consider seeking independent financial advice to check how the information in this brochure relates to your unique circumstances.
All data, including prices, quotes, valuations and statistics included have been obtained from sources The Perth Mint deems to be reliable, but we do not guarantee their accuracy or completeness.
The Perth Mint is not liable for any loss caused, whether due to negligence or otherwise, arising from the use of, or reliance on, the information provided directly or indirectly, by use of this brochure.
