Market Updates

Retirement Investments Lifted by Magnificent Seven Stocks

Tuesday, April 09, 2024

The ‘Magnificent Seven’ stocks, comprising Apple, Microsoft, Amazon, Nvidia, Meta Platforms, Tesla, and Alphabet (parent company of Google), have been the stars of the stock market over the past year. Anyone invested in these stocks have benefitted from these Tech giants collective growth of 80%, significantly outperforming the broader market indices.

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Understanding Estate Planning – Binding Nominations and Reversionary Pensions

Wednesday, February 07, 2024

Binding nominations and reversionary pensions are two ways to ensure your superannuation is passed to your elected beneficiaries in an efficient and timely manner. It also keeps the money within the superannuation environment with the tax benefits of this. Without these legally binding directives, the choice of where your money goes to is at the discretion of the superannuation trustee.

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Your Retirement Investment Strategy is Full of Choices

Wednesday, December 06, 2023

The vision of your retirement and the reality of your retirement journey could well be in harmony. Our experience as financial planners though, is that life can throw unplanned twists and turns along the way that may require review and accessing your investments.

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Retiree Investment Strategy Recession Considerations

Thursday, August 10, 2023

In Australia, there has been increasing discussion about the potential of recession because of rising RBA interest rates and the subsequent economic impacts of these, such as reduced consumer spending and company production. There can be implications for retirees and their investment strategy.

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How can Bank Cash Interest Rates Benefit Retirees?

Thursday, June 29, 2023

Banks are now offering reasonable interest on your savings. It could pay to shop around. You can have a retirement plan for the investment of your retirement nest egg while keeping some accessible cash aside, at reasonable rates, to have on-hand for your personal needs and other lifestyle plans. Find out how bank cash interest rates can benefit retirees, here.

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Drawing Income from your Retirement Pension

Tuesday, May 30, 2023

Once retired most people transfer their superannuation to an Account Based Pension and start drawing an income to fund their retirement. Because of market turmoil during COVID, the Australian government allowed pensioners to reduce the minimum annual income they withdrew from their pension by 50%. As of 1st July 2023 however, the minimum pensions are returning to their pre-COVID limits.

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Need a Retirement Financial Planner for Teachers?

Wednesday, February 22, 2023

When you are approaching retirement, it can be wise to start considering your personal retirement plan. A financial advisor can provide a clearer view of best timing according to your personal circumstances as there are various superannuation retirement scenarios for teachers.

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