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 accumulation phase into retirement, what they require and expect from their investments changes significantly. Lonsec’s Retire program helps advisers understand these issues, how they impact the structure of portfolios, and how different investment products can support different objectives.

Now in its ninth year, the program continues to grow and now includes insights from leading investment managers and other industry participants that make up our thousands of clients.

Retirement Insights

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Media release: Super funds feel modest headwinds during August

After a positive start to the new financial year, super fund returns faced modest headwinds in August with the median balanced option delivering an estimated return of -0.1% according to leading superannuation research house SuperRatings. The…
/ by Kirby Rappell
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Media release: Super funds end out financial year with strong June returns

Equity markets remained strong over June with the superannuation industry closing out the year with returns that more than made up for last year’s losses. Leading superannuation research house SuperRatings estimates that the median balanced…
/ by Kirby Rappell
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Money Management 35th Annual Fund Manager of the Year Awards 2023 - Winners Announced

Congratulations to all the winners and nominees for this year’s Fund Manager of the Year Awards. For Lonsec and Money Management, these awards are a celebration of the very best of the funds management industry and we will recognise the very…
/ by Lonsec

Events

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Lonsec Symposium 2024 - Prospering in Volatile Times

Discover the keys to helping you and your clients prosper in volatile times at Lonsec Symposium 2024. Lonsec Symposium 2024 brings together industry leaders to help you navigate an ever-changing economic landscape and provide the best solutions…
/ by Lonsec
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Lonsec Webinar Series - Deciding between Term Deposits, Fixed Income and Annuities

Join experts from Lonsec, Janus Henderson, and Challenger for an exclusive 45-minute webinar, hosted by Lonsec, to delve into the challenges and trends shaping the Fixed Income landscape. Our aim is to provide you with a well-rounded understanding…
/ by Lonsec
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Lonsec Managers in Focus - Passive ETFs

Recording is now available. The Australian ETF sector continues to grow strongly with over 20 new ETFs launched this year alone and the sector closing in on $150 billion in funds under management. Whether your clients are seeking enhanced income,…
/ by Lonsec
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Lonsec Symposium 2023 - Back to Basics

The recording is now available. Synopsis Following a sell-out event last year, we are again bringing together leading fund managers, commentators, and industry participants to discuss the investing outlook as we go ‘Back to Basics’. During…
/ by Lonsec
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Lonsec Retire Webinar: Volatility and the Impact of Sequencing Risks in Investment Portfolios

RECORDING IS AVAILABLE After years of almost uninterrupted falling volatility, since the start of the year there has been a surge in the VIX and other measures of volatility. The damage that falling markets and volatility can do to portfolios…
/ by Lonsec
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Lonsec Retire Webinar: Can You Manage for Inflation Risk in Your Clients' Portfolio?

RECORDING IS NOW AVAILABLE. Spiralling inflation has had a knock-on effect with rising interest rates and an increase in market volatility. While this may be unsettling for your clients, there are strategies that can help you manage these…
/ by Lonsec
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Lonsec Insights: Global Equities Manager in Focus

RECORDING IS NOW AVAILABLE With global equity markets experiencing protracted volatility as they attempt to price in expectations on interest rates, it is now more important than ever to understand how fund managers are navigating this volatility…
/ by Lonsec
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Superannuation Industry Updates

RECORDING IS NOW AVAILABLE Lonsec Retire: Understanding a dynamic superannuation landscape The superannuation industry reached a major milestone on the first of July 2022, with the superannuation guarantee system being in place for 30 years.…
/ by Lonsec
Lonsec Fund Managers Corporate Update
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Lonsec Retire Webinar - Rising Interest Rates: Understanding the Risk for Retirement Portfolios

RECORDING is now available. See below. With interest rates rising for the first time in ten years, there is uncertainty as to where this will land – and what this means for retirement portfolios. While interest rate rises will be a welcome…
/ by Lonsec

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.