Lonsec Retire

We partner with global fund managers to bring you the latest innovations and insights in retirement planning.

Industry Retirement Insights

The Industry Panel brings together insights from thought leaders who specialise in retirement strategies and advice.

Lonsec Retirement Perspectives

Our strategic insights into the specific issues surrounding the offering of financial advice for retirees.

The Lonsec Retire Program

As investors move from the accumulations phase into retirement, what they expect and require from their investments change significantly. Lonsec’s Retire program is designed to explain some of these key issues and help advisers understand how they impact on the structure of portfolios and the different products in the marketplace that can support the goals of these investors.

Now in its 7th year, the program continues to grow and now includes nine partners supporting a wide range of educational materials and events.

The highlight of the program is the Lonsec Symposium, held annually in May. In 2020, a broad range of industry speakers and a line up of highly respected keynote speakers is expected to draw over 600 attendees to the International Conference Centre in Sydney.

Retirement Insights

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Retirement Income Review – what you should know

What is it? In September 2019, Treasurer Josh Frydenberg announced a long-awaited independent review of Australia’s retirement income system. The review, recommended by the Productivity Commission, will examine the retirement income…
/ by Michael Elsworth
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20 Lessons from 20 Years of Quality and Value Investing

The following lesson is one of IML’s ‘20 lessons for 20 years of quality and value investing’, which were recently published by Anton Tagliaferro and the IML investment team to mark 20 years since IML was founded. We chose this lesson…
/ by IML
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Why Invest in Real Estate?

Real estate offers potential diversification away from traditional stocks and bonds, stable income, the possibility of capital appreciation and has historically offered inflation protection. The average Australian retiree is likely to have exposure…
/ by Invesco

Partners

The Lonsec Retire program brings together thought leadership content from a selection of industry leading product and service providers. It offers financial advisers strategies and ideas to help provide better retirement portfolio solutions for their clients.

 

Partner with us

Our Retire Partners are able to share their global insights directly with Lonsec’s financial adviser community through regular articles and events.

Find out how you can partner with us.

Call us on 1300 826 395 or email info@lonsec.com.au.

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.