Know your new limits under the age pension tests

Know your new limits under the age pension tests

Understand the latest indexed changes to the pension income and assets tests Receiving the full government Age Pension, or even a partial pension payment, can provide eligible retirees with a significant amount of income over time that can supplement income earned from other assets. Millions of Australians are eligible to receive Age Pension payments every … Read more

Why rebalance a multi-asset portfolio?

Why rebalance a multi-asset portfolio?

Maintaining diversification, managing risk, and enhancing long-term returns Multi-asset portfolios are designed to provide diversification by spreading investments across various asset classes to reduce risk. Over time, however, some asset classes may become overweighted (or underweighted), potentially reducing a portfolio’s overall diversification. For example, if equities perform exceptionally well, a portfolio that was initially well-diversified … Read more