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Australia’s superannuation funds have faced their first test of the financial year, with a major market selloff in October likely to put a dent in account balances. According to preliminary estimates from SuperRatings, over the period 28 September to 11 October, a typical balanced option account with a $100,000 balance will have lost $2,700. For […]
Ten years since the collapse of US investment bank Lehman Brothers, Australia’s superannuation funds have accumulated over $1 trillion in retirement savings, providing a windfall for members prepared to take a long-term view. According to data from leading superannuation research house SuperRatings, members with a balance of $100,000 at the end of August 2008, just […]
Many sharemarkets around the world have been pushed to records highs over the past 5 years, helped by a range of tailwinds. In this article, Anton and Hugh look at a range of factors that have helped lift global sharemarkets in the last 5 to 10 years, and what the outlook may be for the […]
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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