Many people have a life-time income in retirement on their bucket list. Yet few do so, a state of affairs that might be changing as the 2022 Retirement Income Covenant requires super funds to pay closer attention to members either approaching or in retirement.
Merchants’ card payment costs and surcharges are hurting seniors in their wallets and purses, especially as cash transactions dwindle. This could be set to change with two powerful statutory bodies setting inquiries into motion.
A Trump victory on Tuesday is likely to rattle currency markets expecting trade wars and fiscal stimulus to be major policy consequences. Investors will need to be alert to their currency exposure, as well as appreciating it could provide opportunities to acquire Australian equities with US exposure.
In a year when many companies cut or even axed their dividends, this real estate investment manager went against the flow, using a strong financial result to reward loyal investors with a seven per cent increase in the annual payout.
A net loss of $185.3 million in the 2024 financial year, coupled with a dividend pause, had Insignia shareholders less than impressed. But the first quarter results for the 2025 financial year have justified the rising share price over the past 10 weeks.
The Productivity Commission estimated $3.5 trillion will pass on to future generations over the next 25 years, with this report illustrating just how that’s playing out now in families across Australia.
No different to the bond market, commercial property prices rise as interest rates fall. With growing expectations that the Reserve Bank will cut rates, self-funded retirees need to consider now whether they want a slice of this asset class.
It was Crosby Stills Nash and Young who wrote that immortal 1970 tune, Teach Your Children. That’s exactly what Selfwealth’s Craig Keary is advocating to ensure the estimated $3.5 trillion wealth transfer to future generations over the next 25 years is not squandered.
Institutional investors get it. So do some financial advisers. But for most SMSFs, sovereign and corporate debt is the forgotten asset class – despite the defensive benefits it can deliver.
Debt in retirement is often a poisoned chalice. So, a solution that allows people to tap into their home equity by selling a share of its future sale proceeds without incurring debt can be a viable option.
Laurence Parisi from Trilogy Funds speaks to James Dunn from The Inside Network on resilient income.
Andrew McDonnell from Arrowpoint Capital shares insights with James Dunn from The Inside Network on the private credit process.
Andrew McDonnell from Arrowpoint Capital speaks to James Dunn from The Inside Network on where private credit comes from.
Laurence Parisi from Trilogy Funds speaks to James Dunn from The Inside Network on multi-storey industrial assets coming to the fore.
The 35th iteration of the awards saw Franklin Templeton Australia beat out fellow finalists BlackRock, Lazard, VanEck and Macquarie Asset Management to take out the Fund Manager of the Year award.
The Australian Shareholders’ Association recently held its second annual ASA Awards in recognition of best corporate governance, honouring Woolworths Group for its shareholder communications and Northern Star Resources for improved governance standards.
Whether it’s contemporary or traditional works, this country has a rich vein of artwork to be enjoyed. While the big city galleries get much of the attention, their regional counterparts, social media and art fairs also play an important role.
The UK’s Open University set the benchmark for distance education in the 1960s, followed by other academic institutions globally, thereby opening up myriad opportunities for older students to study. Picking up a degree along the way is optional.