The biggest assets growth areas for SMSFs
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
9th December 2024
December 2024
Super vs property: what works for retirement income?
There is no debate that Australians love investing in property. The value of Australian residential real estate at the end of August 2024 was an
9th December 2024
The end of hybrids. What that means for investors
Why high-quality bonds are a logical alternative to hybrid securities. Some of the biggest changes on financial markets that are likely to have a profound
9th December 2024
The global 60/40 portfolio: Steady as it goes
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
9th December 2024
Goldilocks stayed for 2024, but what’s in store for investors in 2025?
Key points – The key themes for 2024 were: better than feared growth; global divergence; more disinflation; falling interest rates but with Australia lagging; and
5th December 2024
Is a retirement village right for you?
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
2nd December 2024