Sequencing Risk and Asset Allocation
This article compares the sequencing risk faced by a retiree or an annuitant who invests in a “balanced” portfolio with that resulting from investing in Australian shares, international shares or…
This article compares the sequencing risk faced by a retiree or an annuitant who invests in a “balanced” portfolio with that resulting from investing in Australian shares, international shares or…
In this article, Cary Helenius uses the Austmod 65-year investment history to compare Group Self-Annuities (GSAs) versus Individual Drawdowns in achieving 30-year CPI indexed payment streams in high inflation environments…
In this article, Colin Grenfell from the Institute’s Superannuation Projections and Disclosure (SPD) Subcommittee highlights the requirements of sections 5.3 and 5.4 of Professional Guidance 499.02 (PG 499.02) relating to…
It has been three years since the Your Future, Your Super legislation came into effect.
Posted 19 September 2024
Posted 22 January 2024
Posted 16 January 2024