It can be hard to find good films starring older actors and about retirees. But it’s worth the reward when you find them. Here are five of the best to get you started.
Researcher Capital Preferences says super funds fail to appreciate the tension many retirees experience between their needs in their golden years and the size of their nest eggs.
The SMSF Association is taking up the cudgels for a more simplified SMSF sector, with Transfer Balance Caps, ISuper Balance and the rules overseeing the notice of intent to claim a tax deduction in its sights.
Retirees face challenges and opportunities. At The Golden Times, our ambition is to assist you navigate the former – especially financial – while revealing the new vista of opportunities a secure and dignified retirement can bring.
It’s the first time in nine editions of the UBS Billionaire Ambitions Report that the ultra-rich inherited more money than they earned through entrepreneurship, suggesting the $68 trillion intergenerational wealth transfer is already well under way.
Focussing on the quality of a company and how it’s likely to perform is a key part of a high-conviction strategy, says fund manager Claremont Global. It’s also a useful strategy for investors who want access to the AI-fuelled tech phenomenon in the US without getting caught up in the noise.
For golf addicts, retirement finally offers the opportunity to hit the course more often. But there can be drawbacks, as this article explains.
Many retirees are attracted to the notion of self-managing their nest eggs – a bid to find self-worth in retirement. It can be a poor choice.
BlackRock’s Larry Fink spells out some timely words of advice on the challenges of retirement.
The last few years have been challenging for markets, but they’ve also reset the playing field for fixed interest. For those seeking income and capital protection in the event of an equities downturn, particularly retirees, it’s time to revisit credit, says Bentham Asset Management’s Richard Quin.
Ashton Reid from Martin Currie goes in-depth with James Dunn from The Inside Network on income-focused returns from the upside of urban population growth.
Anthony Kirkham from Western Asset Management goes in-depth with James Dunn from The Inside Network on bonds are back.
Lauren Ryan from Thinktank shares insights with Peter White from The Inside Network on why brokers would partner with Thinktank.
Lauren Ryan from Thinktank shares insights with Peter White from The Inside Network on whether investors have ever lost money in Thinktank.
The 35th iteration of the awards saw Franklin Templeton Australia beat out fellow finalists BlackRock, Lazard, VanEck and Macquarie Asset Management to take out the Fund Manager of the Year award.
The Australian Shareholders’ Association recently held its second annual ASA Awards in recognition of best corporate governance, honouring Woolworths Group for its shareholder communications and Northern Star Resources for improved governance standards.
LRBAs allow self-managed super funds to borrow money for property acquisition while protecting other assets. According to SMSF specialist Heffron, these investments offer growth opportunities, but following the rules is crucial.
While recent studies estimate the total savings needed for retirement at about $1 million, specialists caution against a one-size-fits-all approach, and many Australians could be “comfortable” on less.
