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Thank you for joining in the conversation Thank you for attending this year’s Retirement Symposium and joining in the conversation. We hope you found the insights into why “Not All Income is Created Equal” and an improved understanding of the real-life income needs of retirees will be of benefit in your practice and when building […]
When it comes to investment objectives, many retirees―quite understandably―want to have their cake and eat it: they want enough income to enjoy an adequate lifestyle for their remaining years, and they want to preserve enough capital so that they have some insurance against adversity. From an investment perspective, the key to meeting these potentially conflicting […]
Australia’s superannuation fund members have reason to expect a pickup in performance in the second half of 2018, following a volatile first half that saw super funds scrambling to recover from a global selloff earlier in the year. SuperRatings’ data shows the median balanced option grew at an estimated 1.3% in June, bringing the June […]
The federal government has taken a step toward providing better retirement outcomes for Australians with the appointment of an industry panel to advise on the development of Comprehensive Income Products for Retirement (CIPRs). Its brief is to help frame the government’s plans to require superannuation trustees to design and offer appropriate income products for their […]
We are in the business of educating our clients on the importance of retirement planning. But research has shown that a one-size-fits-all approach to communication isn’t the most effective tactic. And while it’s impossible to customise messages person by person, it turns out that it’s quite easy to customise them by one big factor: gender. […]
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