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Retirement Research

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How to generate inflation-adjusted income in retirement

Inflation is one of the biggest risks that retirees face. By constantly eating away at the value of savings and income, inflation will slowly reduce our purchasing power in retirement – if we don’t do anything about it.

Covid has changed our retirement plans

A new survey suggests Australians have changed their thinking on when, and how, they might retire. After the turmoil of Covid, Australia stands out in the global survey with 34% indicating a different retirement outlook.

Global survey shows Australians least confident about retiring

Australians are generally optimistic about retiring comfortably but their confidence lags retirement savers in other countries. They are also the most unsure about future returns and withdrawal rates in retirement.

REIT sectors are different, faced with fundamentals and inflation

REITs come in many forms and the impact of inflation varies by the type of inflation and the REIT subcategory. Some trends, such as the end of 'just in time' and greater power of labour, have a widespread impact.

'Utility function' research wins Retirement Innovation Award

The superannuation industry is facing a retirement outcome challenge, which is driving the need to develop products, strategies and solutions that better reflect members’ objectives and preferences.

The characteristics of Australian retirees

As more Australians move from the accumulation saving to retirement spending, it is vital that planners and product providers realise Australian retirees' needs have changed.

Most viewed in recent weeks

An important Foxtel announcement...

News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.

Welcome to Firstlinks Edition 581 with weekend update

A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

  • 10 October 2024

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

Welcome to Firstlinks Edition 578 with weekend update

The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.

  • 19 September 2024

The everything rally brings danger and opportunity

Most market players today seek quick rewards and validation of opinion. Outsiders willing to combine new technology with old-fashioned patience and focused analysis can prosper.

Creating a bulletproof investment portfolio

Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.

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