20 May 2024

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Are term deposits attractive right now?Uncomfortable truths: The real cost of living in retirement Where Baby Boomer wealth will end up How retiree spending plummets as we age Is Australia ready for its population growth over the next decade?

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Edition: 331

1-8 out of 8 results.

Retire ‘retirement’: how brands misunderstand ageing

Rose Herceg
6 November 2019
5

Over 50s make up 27% of Australia’s population and hold 50% of private wealth. Yet only 2% of marketing briefs focus on targeting this audience, which is active, ambitious, purposeful and diverse.

Listed bond funds leap into market gap

Graham Hand
6 November 2019
3

Around $4 billion of listed bonds funds have filled a market that did not exist a couple of years ago, and more are coming. They are each buying different assets and promising varying returns.

How Australia can achieve an A grade retirement system

David Knox
6 November 2019
2

Australia came third in the world on the pension index, but with a B rated system. Here are the steps the country can take to join the elite A grade and ensure more people finance a secure retirement.

Four reasons to engage a financial adviser

Daniel Reyes
6 November 2019
14

The value of financial advice is increasingly questioned after the Royal Commission and changes to advice business models, but the case for financial advice for many people remains strong.

Five major drivers making Asia the world’s growth engine

George Toubia
6 November 2019
1

Global trends will create opportunities in Asia, including dealing with some of the world's youngest and oldest populations. Australia's Free Trade Agreement with ASEAN this week a valuable step.

For sale: how to manipulate a company valuation

Damien Klassen
6 November 2019
3

Promoters of new listings can over-hype a loss-making company to achieve a desired valuation, but the market is increasingly critical of expensive IPOs. There are many ways to value the future.

Reader poll on the home in pension assets test

Leisa Bell
6 November 2019
10

Two-thirds of the responses to our reader poll say the family home should be included in some way in the age pension assets test, but the comments show it is an emotional and divisive subject.

Welcome to Firstlinks Edition 331

6 November 2019
3

Sludge. Well done ASIC for calling out the meaningless warnings, disclosures and disclaimers in financial presentations and offer documents. ASIC even says they are often harmful to client outcomes. Consider the dreaded disclaimers at the start of every talk. They interrupt well-crafted and strong introductions, and they are usually the butt of jokes by presenters, along the lines of "You've all read that, right? Good, now I'll get on with what really matters."

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Are term deposits attractive right now?

If you’re like me, you may have put money into term deposits over the past year and it’s time to decide whether to roll them over or look elsewhere. Here are the pros and cons of cash versus other assets right now.

James Gruber
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Uncomfortable truths: The real cost of living in retirement

How useful are the retirement savings and spending targets put out by various groups such as ASFA? Not very, and it's reducing the ability of ordinary retirees to fully understand their retirement income options.

Kaye Fallick
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By 2028, all Baby Boomers will be eligible for retirement and the Baby Boomer bubble will have all but deflated. Where will this generation's money end up, and what are the implications for the wealth management industry?

Te Okeroa
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How retiree spending plummets as we age

There's been little debate on how spending changes as people progress through retirement. Yet, it's a critical issue as it can have a significant impact on the level of savings required at the point of retirement.

Ruvinda Nanayakkara
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Is Australia ready for its population growth over the next decade?

Australia will have 3.7 million more people in a decade's time, though the growth won't be evenly distributed. Over 85s will see the fastest growth, while the number of younger people will barely rise.

Simon Kuestenmacher
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20 US stocks to buy and hold forever

Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.

James Gruber
17 April 2024

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