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Here, our head of retirement investments and senior portfolio manager, Darren Beesley, shares an overview of how retirement investments were impacted during 2020. What effects has the pandemic had on dividends from Australian equities, and what does this mean for portfolios which rely on these income streams? The effect on dividend yields has come about...Read More
A 'transition to retirement' (TTR) strategy lets you access some of your super and keep working. Setting this up can be complicated, so contact your super fund or financial adviser for advice. How transition to retirement works If you're aged 55 to 60 and still working, you can use a TTR strategy to: supplement your...Read More
Here’s a list of things you could stop doing if you no longer want to rely on the bank of mum and dad, or that credit card. In your 20s and 30s, you might be saving for a car, your own pad, or an overseas trip (COVID-19 can’t last forever, right?). On the other hand,...Read More
The Reserve Bank's decision this month to cut the official interest rate to a record low 0.1 per cent was another wake-up call for Australians heavily reliant on income from savings, especially many retirees. A look at the latest domestic monthly banking statistics shows that at the end of October Australian households collectively had $1.1...Read More
Aussie parents have coughed up more than $26 million to help their adult kids since COVID-19 hit our shores – and one in five is at financial risk from doing so. Parents helping their adult kids financially isn’t an unfamiliar concept in this country, but figures reveal mums and dads have forked out approximately $26.8...Read More
The students of 2020 are graduating to the adult world in one of the most uncertain times in recent history amid recession, pandemic and global political tensions. The prospect of working, saving and investing is a daunting prospect – and the hope of home ownership must seem an eternity away. In times like these, knowing...Read More
There are a lot of rules and regulations when it comes to superannuation and running an SMSF. Here are some commonly made mistakes and how they can be avoided. 1. Don’t use your SMSF money for personal reasons A major mistake often made with SMSFs is for members to use their retirement savings for personal...Read More
People often make unwise or hasty decisions when they’re under stress. And a growing number of Australian households have found themselves under stress, both financially and non-financially, during the COVID-19 pandemic. It’s at these times the value of professional advice really comes to the fore. CoreData recently published a white paper, The post-pandemic advice landscape....Read More
From its COVID-inspired low point in late March, the Australian share market – as measured by the performance of the S&P/ASX 300 Index – has surged more than 40 per cent. It's an impressive rebound in such a short period of time, delivering strong returns to equity investors, especially to those who have broad exposure...Read More
In a year where the global economy entered into its deepest crisis since the Great Depression, stock markets have demonstrated remarkable resilience, and investors who held firm or added to their portfolios though the initial crash have generally been rewarded for their confidence. The median balanced growth super fund returned 7.3% p.a. over the past...Read More