Sunday, May 1, 2016

[Smart Investing] Taking a two-sided approach to retirement spending | Checking the adequacy of default insurance cover | Older, greyer and still working

 
Smart Investing™
With Robin Bowerman
Principal, Market Strategy and Communications
2 May, 2016
Robin Bowerman
In this edition
Taking a two-sided approach to retirement spending
Older, greyer and still working
Checking the adequacy of default insurance cover
 
Smart Investing
Taking a two-sided approach to retirement spending
Investors typically expect their portfolios to produce two types of return: a yield (interest and dividends) and capital appreciation (as investments grow in value over time).
Read more
 
Smart Investing
Checking the adequacy of default insurance cover
A fundamental mistake for super fund members is to assume that their funds' default insurance cover - life, total and permanent disability and income-protection - is adequate for their family circumstances. Chances are it isn't.
Read more
 
Smart Investing
Older, greyer and still working
While the median retirement age in Australia is around 61, many older Australians are showing a determination to keep working long past traditional and popular retirement ages.
Read more
 
Investment insights on Twitter
 
 
Large funds need to earn retirement loyalty
Jeremy Duffield | 28 April
 
Vanguard Australia's founding chief executive, Jeremy Duffield, discusses the challenge super funds face in retaining members into their pension phase, in this piece on Cuffelinks.
 
Please note the link above will show a copy of the article (where freely available), or the publisher's website if a subscription is required.

 
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