29 October 2025

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Retirement income expectations hit new highs Four best-ever charts for every adviser and investor Why super returns may be heading lower Preparing for aged care Our experts on Jim Chalmers' super tax backdown

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Edition: 184

1-7 out of 7 results.

Edition 184

2 December 2016

Faced with a barrage of turbulent events, from wars to recessions to Brexit to Trump, does it feel like many markets have struggled in the last year, and in the last few years? Ashley Owen's chart will surprise most people. The last five years have delivered good returns in every major asset class.

If this is the new normal in a low return world ... give me more!

Ashley Owen
1 December 2016
11

Investors are receiving the repetitive message about how low returns are the new normal, yet all asset classes have done well for a record stretch of time. Amid the chatter, the data proves the point.

Ten ways to generate new investment ideas

Chris Stott
1 December 2016
4

Investors have access to many sources of information, and investment ideas come in many guises from different places, some when you don't expect them. Where have your best investments come from?

Asset test changes create questionable advice

Gordon Thompson
1 December 2016
8

As pensioners and advisers adapt to the asset test changes, they should not place a different value on a dollar of income and a dollar of accumulated capital to support a retiree's lifestyle.

Caveat lender, and consistency in law

Donal Griffin
1 December 2016

When combining family and financial matters, what starts out well can turn ugly. Not only should such dealings be properly documented, but also conducted in strict accordance with those documents.

Some active managers succeed while the majority struggle

Alan Hartstein
1 December 2016
3

According to S&P, the majority of active managers continue to underperform their benchmarks. However there are sectors where active styles perform well, and many managers justify their fees.

Seniors tax and moving money outside super

Graham Hand
1 December 2016
7

Given the proportion of people over 65 paying income tax has halved in the last 20 years, the structure of seniors tax may be next for reform. Should money be left inside or outside super for those who can access it?

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Most viewed in recent weeks

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Vanguard Investments Australia
24 September 2025

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

Romano Sala Tenna
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Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

Shane Oliver
24 September 2025

Preparing for aged care

Whether for yourself or a family member, it’s never too early to start thinking about aged care. This looks at the best ways to plan ahead, as well as the changes coming to aged care from November 1 this year.

Brooke Logan
1 October 2025

Our experts on Jim Chalmers' super tax backdown

Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.

James Gruber
15 October 2025

Why I dislike dividend stocks

If you need income then buying dividend stocks makes perfect sense. But if you don’t then it makes little sense because it’s likely to limit building real wealth. Here’s what you should do instead.

James Gruber
8 October 2025

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