Key Investment Themes in 2021 and Lessons Learnt from 2020

A global pandemic, followed by a swift response from Government, community and industry had a big impact on Australian retirees and investors in 2020.
A lot of changes came in the form of acceleration or disruption. But perhaps the big changes might still be ahead of us in the form of new possibilities.
Here’s a short summary of the key themes we think will dominate the next 12 months and beyond.

Read More

2020… What Happened? From ‘Armageddon’ to ‘Not Bad’ for Australian Investors

There were big differentials in share market performance around the world. Australian shares underperformed against broader global markets despite a less severe progression of COVID-19 compared to North America and Europe. Overall though, it was not a bad outcome for the Australian share market and client superannuation balances considering early forecast for the ’end of days.’

Read More

You might stop working but your money doesn’t

Record low interest rates make retirement planning difficult. And low returns from defensive asset classes traditionally favoured by retirees—like term deposits—are making the situation even more dire.
With more and more retirees forced to dip into their retirement capital to meet the rising costs of everyday expenses, it’s more important than ever to understand how to protect your retirement income.

Read More