If you pay close attention to the value of your superannuation fund, and if, like most people, your money is spread across the main investment classes, you would have noticed... read more →
In this article, we look at the liquidity risk associated with holding fixed property in SMSFs, as well as some of the factors to consider when investing in these types... read more →
The Australian market – has a new bull market begun? The Australian equity market rally accelerated in February as the ‘great rotation’ out of bonds continued. The Australian market... read more →
Building a free and independent lifestyle needs more than just a drive to succeed and the skill to make it happen. It takes one of two other ingredients; good luck... read more →
With the ageing of the Australian population, many of us will face the prospect of requiring assistance or living out our days in assisted accommodation. The current Australian Aged Care... read more →
If you’re over 55 and still working, taking advantage of a Transition to Retirement strategy might just be the thing to give your retirement savings a boost. Whether you’re working... read more →
"It is encouraging that despite market fluctuations and general investment uncertainty worldwide, the June 2011 Superannuation Satisfaction report from consumer researcher Roy Morgan has found that 75% of SMSF members are... read more →
Most Australians are invested in the sharemarket as part of their superannuation savings. The average super investment will comprise a mix of shares, government and corporate bonds, cash, and some... read more →
Investor confidence, emotions and psychology play a powerful role in driving share markets. Past experiences, pre-conceived ideas and fear of regret are just a few of the biases and behaviours... read more →
Most of the information we use in discussing longevity comes from actuarial life span projection tables which are commonly used by life insurance companies in determining costs for particular policies.... read more →
The 60% or the 40%? Statistics show that approximately 60% of Australians do not have wills, and of the 40% who do, over 60% are either out of date or... read more →
The Superannuation Complaints Tribunal's latest annual report shows that more than half of the complaints they received for the 2010-11 year involved administration issues. Additionally, 33% involved the distribution of... read more →