27 Aug 2019 - After almost 30 years since the introduction of compulsory superannuation in Australia, many practitioners have called for a review of the superannuation ...

Superannuation Guarantee – time to pause & reflect or full steam ahead?

By Michael Elsworth Read now

5 Jul 2019 - With the Reserve Bank of Australia (RBA) cutting the official cash rate to just 1.00% on 2 July, retirees and investors face increased challenges in deriving ...

Record low interest rates – implications for retirees

By Michael Elsworth Read now

30 May 2019 - For many, approaching retirement is often characterised by heightened emotion and anxiety associated with competing life goals and financial objectives. Each ...

Building a goals-based investment portfolio

By Michael Elsworth Read now

11 Mar 2019 - “How much can I spend?” This question lies at the heart of so many conversations between a retiree and their adviser. Although not explicitly stated, this ...

Craving Certainty – The Retirement Mirage

By Lonsec Retire Read now

11 Mar 2018 - In recognition of the growing challenges facing retirees, Lonsec has published a paper on the role annuities can play in retirement portfolios. The paper ...

The Role of Annuities in Retirement Portfolios

By Veronica Klaus Read now