Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • Ishan Dan

  • James Dunn

  • Lachlan Maddock

  • Owen Raszkiewicz

The art of downsizing: A strategic retreat for a smarter retirement

Deciding to downsize involves a delicate balance between emotional ties and practical necessities. While the financial benefits can be worthwhile, it’s crucial that retirees approach this move with a clear understanding of their priorities and objectives.

Staff Writer | 6th Dec 2023 | More
Stubborn inflation prompting Aussies to move goalposts on retirement

A recent global retirement survey by investment manager MFS shows nearly 60 per cent of Australians are rethinking how they’ll retire because of inflation worries – a bigger hit to retirement confidence than any other recent economic shock, including the COVID-19 pandemic.

Staff Writer | 29th Nov 2023 | More
  • Australians lose $16B in retirement savings to legacy investment products: FSC

    Calling for a product modernisation framework to remove barriers that stop investors from moving to better investments, the peak body said current rules keep too many people stuck in dated, underperforming products, costing retirees and the government big money.

    Lisa Uhlman | 22nd Nov 2023 | More
    Riding the wave of volatile markets through the golden years

    Unfortunately, reaching the retirement milestone does not free investors from the vagaries of markets, a constant companion. A diversified portfolio and patience are two prerequisites for peace of mind in our golden years – and being prepared for the unexpected is key.

    Staff Writer | 22nd Nov 2023 | More
  • Lessons from 2006, a terrible time to retire for ASX investors

    The Australian stock market has seen a stagnation in returns since 2006, leaving many questioning the wisdom of long-term equity positions. For retirees, it’s a particularly fraught issue, as their financial security depends on how these investments perform.

    Jamie Nemtsas | 15th Nov 2023 | More
    Beyond super: A guide to navigating retirement income

    Superannuation is a big part of most Australians’ retirement strategies, but many also choose to augment their savings with other income-producing investments. Here’s a look at how these options can help retirees maintain their preferred lifestyle and protect against risk.

    Staff Writer | 15th Nov 2023 | More
    The ‘glory years’ and beyond: Wattle Partners says retirement needs ‘new mindset’

    The approach of retirement requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around three distinct periods of retired life, the financial advice firm’s founders said.

    Lisa Uhlman | 1st Nov 2023 | More
    Australia’s retirement income system climbs to fifth place globally

    Higher mandatory contributions and increased pension assets helped Australia improve on its 2022 score in Mercer and the CFA Institute’s annual index and move up a spot in the 47-country ranking, but the research cited room for improvement.

    Staff Writer | 25th Oct 2023 | More
    The secrets to profiting from property investment in SMSFs

    Investing in property within a self-managed super fund offers the potential for substantial tax savings, but it’s not for those lacking property market experience. Sophisticated investors should consider several key factors, including costs and compliance, to ensure success within their SMSFs.

    Helen Nan | 20th Sep 2023 | More
  • Australians are retiring older than their peers as longevity risk looms

    While retirement conditions are improving around the world, Australians are retiring later than their global peers, as higher inflation and cost-of-living challenges drive fears over longevity risk in retirement, recent surveys show.

    Lisa Uhlman | 20th Sep 2023 | More
    Revamped annuity offering aims to improve Australians’ retirement

    Generation Life, which specialises in tax-efficient investment solutions, recently unveiled enhancements to its lifetime annuity product in a bid to help more investors plan for a dignified retirement without a fear of running out.

    Staff Writer | 23rd Aug 2023 | More
    Retirement roadmap aims to get Australians spending more super

    The Financial Services Council commissioned the Retirement Income Policy Roadmap to help the superannuation system put greater emphasis on the drawdown phase. Industry leaders say the biggest hurdle is a deeply entrenched fear of running out of money.

    Lisa Uhlman | 26th Jul 2023 | More