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Building a legacy: Estate planning amid the Great Wealth Transfer

Planning one’s legacy involves a series of strategic decisions to protect and distribute assets efficiently – and with a record $3.5 trillion set to change hands over the coming decade, it’s key to Australia’s future financial security. Here, we explore tips to help investors optimise their wealth transfer outcomes.

Staff Writer | 29th Nov 2023 | More
Many absolute-return bond managers miss targets, but risk-takers outperform: Research

Absolute-return bond strategies should perform even in down markets, but a Morningstar report shows most failed to meet their own performance targets in a rocky 2022. However, as an alternative to traditional fixed income, these strategies still provide the defensive correlation, the research firm argues.

Staff Writer | 19th Jul 2023 | More
  • After keeping their distance, SMSFs may be ready to bond with debt securities

    The bond market has never had great investment appeal for Australia’s self-managed superannuation funds, but with rising yields improving their proposition, some observers say the investment tide may be coming in for fixed interest.

    Nicholas Way | 5th May 2023 | More
    ‘Hivemind’ approach key to SMSF planning as retirement nears

    A key consideration for SMSF members is how their retirement will impact their fund’s investment strategy. To navigate these tricky waters, members must plan around long-term needs, and input from experts can help prevent costly mistakes, according to Accurium principal Melanie Dunn.

    Lisa Uhlman | 1st Feb 2023 | More
  • Five strategies to diversify your SMSF and avoid single investment risk

    In 2016 the number of SMSFs with at least 90 per cent of assets in a single investment class was 30.7 per cent. In the latest annual release that number has improved only marginally to 27.7 per cent.

    Lachlan Buur-Jensen | 16th Sep 2022 | More
    Balanced super fund returns in the red

    The term “hold on for dear life” came to explain the events of 2020 and 2021, as did “buy the dip.” For those beginning investing for the first time, their experience couldn’t have been more positive. Every fall in the market was followed by another rally, and the prevailing view was that markets always go up if your holding period is long enough.

    Drew Meredith | 8th Jul 2022 | More
    Aussie wealth jumps to record, higher rates to erode some gains

    Australians are the richest they have ever been, with wealth pushed up by rising property and shares values to a record $14.9 trillion in the March quarter of 2022, while wealth per capita surged to a record high of $574,807, according to data from the Australian Bureau of Statistics.

    Nicki Bourlioufas | 1st Jul 2022 | More
    White noise: Great for babies, not so good for investors

    White noise is broadly defined as the combination of sounds of all different frequencies together, typically being used to mask other sounds. Among the most common uses of white noise is to help babies (and adults) sleep without background noise. Whilst highly powerful for this purpose, one could easily make the opposite conclusion when it…

    Drew Meredith | 13th May 2022 | More
    Superannuation returns hit by volatility 

    A bounce in share markets in March supported superannuation fund performance in the first quarter of 2022. However, with inflation concerns mounting, global share markets remain volatile, including the hard US share market, which is likely to dent superannuation returns for the current financial year.  Superannuation research house SuperRatings found the median balanced option rose…

    Nicki Bourlioufas | 29th Apr 2022 | More
  • Minimum pension reduction offers opportunity for growth

    Among the Federal Budget proposals that received the least fanfare was the extension of the ‘temporary’ relief on the minimum drawdowns for account-based pensions. Whilst the media attention on the legislative change immediately highlights the fact that it benefits the wealthy more than the rest, it affords an entire generation of Australians greater flexibility. Few…

    Drew Meredith | 6th Apr 2022 | More
    Balanced super fund returns hit 10 per cent

    Australian super funds continued their incredible run of positive investment returns, with the median growth industry fund recording a double digit return once again. This markets the tenth straight year of positive results from the sector, and superannuation in general, that is central to funding the retirement of all Australians. Given the predictions of doom…

    Drew Meredith | 2nd Feb 2022 | More
    SMSF legal disputes on the rise

    Most people are well aware of the many benefits of family trust and self-managed super fund (SMSF) structures, but less so about the potential drawbacks. That is something reflected in the surge in legal disputes between trustees of both structures thus far in 2021, according to Marie Brownell, national manager of estate planning at Equity…

    Drew Meredith | 10th Dec 2021 | More