August 7

Good financial planning finally has a value: 23% more in retirement

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,.

August 6

Searching for income in the current environment

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.

August 5

Centrelink Changes 2015

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.

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