Three adviser firms are telling their clients to trust their portfolio structures to ride out the current market volatility largely sparked by a looming trade war.
The advice community is being well-serviced by platforms, according to the research house Investment Trends’ 2024 Platform Competitive Analysis & Benchmarking Report.
Self-funded retirees understand the capital risk in holding the ‘big four’. It’s one they’re prepared to take knowing their effective grossed-up yields are much higher than the nominal figure.
With many economists expecting the Reserve Bank to start cutting interest rates in early 2025, returns on term deposits could feel the pinch. Private credit is an alternative, but those pursuing this investment option will need to do their homework.
Institutional investors get it. So do some financial advisers. But for most SMSFs, sovereign and corporate debt is the forgotten asset class – despite the defensive benefits it can deliver.
The Aged Care Act, achieved with rare political cooperation, will put residential and home care on a more sustainable basis with individuals’ contributions more closely attuned to their financial position.
Peoples’ notion of how they will fund their retirement habitually downplays the role of social security. Reflecting a lack of understanding about how the different income streams interact, it behoves superannuation funds to better educate their members.
A landmark report has uncovered a frightening lack of understanding about a financial enduring power of attorney, with financial advisers surprisingly under-represented.
The Inside Network is launching a new publication aimed at keeping retirement-age Australians informed about investing, with a host of content designed to help them live their best life.
Sick of being locked out of large scale private equity investments, the group put together their own project in 2013. Forty projects and some outsized returns later, they’ve only recorded one that didn’t reach its targeted internal rate of return.
