Portfolios optimised using five techniques identified by David Blanchett, head of retirement research for Morningstar, generate 23 per cent more income in retirement for the average retiree. “Advisers do more than just pick great investments,” Blanchett says. “There’s more to alpha and beta when it comes to the [investment] outcome. If you do it well,.
Searching for income in the current environment Jeff Brunton (Investment Director – Global Equities and Fixed Income) A question many investors face is where to invest for sources of income when rates are so low. With the official cash rate on hold at 2.5% since August 2013, many investors are looking for income opportunities outside.
What Centrelink changes occur on January 1 2015? Under a new bill Centrelink will undergo some changes on January 1 2015. Allocated Pensions will be added to the definition of financial assets in social security legislation from January 1 next year. This change of definition will mean that Allocated Pensions will be subject to deeming.
Venus and Mars – do men and women handle their finances differently? Do men and women differ when it comes to managing their finances? Ignoring the temptation to slide into stereotypes, I (as a man) asked my wife (as a woman) for her thoughts. “OK, how many women have presided over the collapse of banks,.