The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many people, the idea of having someone on site to help with property and garden maintenance is enough for them to make what can be a major change later in life. … Read more
Welcome to our final newsletter for 2024 In our first article, we explain why Australians need a little nudge when it comes to making additional contributions to their superannuation to build their nest egg and the different ways you could make these contributions. You may be in or nearing retirement and unsure whether you are … Read more
What five years’ worth of SMSF asset allocation data reveals. The Australian Tax Office (ATO) releases quarterly data showing where self-managed superannuation funds (SMSFs) are parking the retirement savings that they have invested within the super system. The data for the three months ended June 30, 2024, which was released in September, shows there were … Read more
Returns for the global 60/40 portfolio are positive again, reaffirming its benefits. A globally diversified portfolio of 60% stocks and 40% bonds declined by about 16% in 2022—a painful period for balanced investors that raised doubts about the viability of this strategy.1 Some commentators even declared the old standby dead. Yet, by the end of … Read more
