Retirees

Beware, hybrids hidden as cash

Elizabeth Moran

In the scramble for customers, some fund managers and superannuation providers are taking on additional risk, investing in a range of assets and deeming them ‘cash’ when clearly they are not. Show More

Indexed annuity bonds offer steady income and help build the nation

Elizabeth Moran

Here I suggest five Indexed annuity bonds that are perfect for retirees looking for low risk, stable additions to their portfolio as well as helping meet minimum withdrawals for SMSFs in drawdown. Show More

Hybrids will need a rethink under Labor’s latest policy

Elizabeth Moran

Labor's Batman by-election win in Victoria makes its proposed changes to franking rules more promising. It's a good time to reassess your investment decisions and potential loss of income, especially if you are invested in hybrids. These securities are expected to be less attractive and prices to be more volatile Show More

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Demographic trends supporting global property

Quay Global Investors

Global real estate is one of nine major asset classes. However, many may not know it has ranked in the top five asset classes for 13 of the past 17 years, and should play a larger role in Australian investors’ portfolios. Unhedged global real estate has been one the best... Show More

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A new income option for Australian SMSFs and Retirees

Dr Don Hamson

Plato Income Maximiser Limited (ASX:PL8), a new Australian shares Listed Investment Company (LIC) with a high-income focus, has just launched. Show More