Located on Queensland’s Fraser Coast, this picturesque city of 50,000 is a mecca for retirees with a penchant for the outdoor life, with its calm waters making it a refuge for humpback whales on their annual migration for nearly half a year.
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.
For the past year, the banks have delivered to shareholders with income and capital gain. In the run-up to their next results, it might be time to consider taking some scrip off the table and pocketing a tidy profit.
An Australian Human Rights Commission study released this week is highly critical of the fourth estate for its coverage of ageing issues, citing a disproportionate focus on tensions between older and younger generations around wealth and finance as one obvious example.
At its kindest, the big end of town sees SMSF investors as enthusiastic amateurs. Not so, says a research report, with the data showing that these funds are demonstrating a maturing investment acumen by using ETFs to access overseas equity, bond and property markets.
The mix of strong business demand for credit and investors seeking high yields of between eight per cent and 12 percent is underpinning a flurry of private credit fund offerings.
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.
It was a mixed bag for self-funded retirees this reporting season. The big banks continued to deliver those precious franked dividends, Charter Hall gave the office sector a much-needed fillip, while Dexus reminded everyone just how much financial pain some property groups are still experiencing.
Despite new supply coming on to the market, economic tailwinds should continue to underpin this buoyant commercial property sector’s growth for the next decade.
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.
Although it’s been a long time coming, for those stuck in legacy products it’s been worth the wait. Finally, they will have the opportunity to convert or exit these outdated products and secure more control over their retirement income.
Some books are timeless, having appealed to children across the generations. They offer the perfect opportunity for the older generation to enhance the relationship they have with their grandchildren by sparking a love of reading.
