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Thanks for the update Erko, looks like a good strategy.

Fair enough. Keep an open mind though, you may get more comfortable with direct shares and direct property later on. When I started investing in shares I initially invested in managed funds, then moved on to index funds, then DFA's index funds, then ETFs, then LICs. Now I only invest...

ETFs/index funds sound like a good move as it would seem that your energies would be most rewarded by focusing on your business rather than stock picking. I personally think a 30% allocation to fixed interest is a bit high, but this largely depends on your age/risk...

Erko, In your case it may be ok to have your growth investments in the same trust as your business, but you might need to check this with your accountant/solicitor to be sure. Holding fixed interest in a new Pty Ltd (not a trustee company) may be ok, but I wonder whether this will be overkill...