INCOME

Awards

A portfolio of listed companies that own ‘hard’ physical assets rewarded investors in the Legg Mason Martin Currie Real Income Class A Units Fund over the last year, with...

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Funds management

Pentalpha Investment Management announced it released a new retail class of unit in its Income for Life Fund at the start of 2019. ...

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Funds management

Australian investors remain unaware that total dividends rose close to eight per cent, in dollar terms, from 2017, Plato Investment Management warns....

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Financial planning

New analysis by Milliman suggests that retirees’ age is just as strong an indicator of behaviour as income levels and casts doubt on common benchmarks....

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Life/Risk

A recent Government report has revealed the degree to which the Australian Taxation Office’s project aimed at encouraging people to declare overseas income boosted the ta...

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Features

Financial advisers are in a privileged position to help clients through key life stages and understanding their needs is key to the value of advice, Bryan Ashenden writes...

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Superannuation

Milliman has released research to analyse the future state of the retirement income market across the Asia-Pacific region....

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Financial planning

Fixed income research platform, BondAdviser, has partnered with independent advisory firm, Baillieu Holst....

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Financial planning

Australians continued to remain uncertain about their retirement nest eggs but professionally advised Australians felt more prepared for retirement, research showed....

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Features

There has never been a more fitting time for planners and investors to reconsider their asset allocations to bring in the dollars, Hope William-Smith writes....

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Life/Risk

Workers need to find advice on income protection that can be rebated so that is it not just about selling a product, according to Omniwealth....

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Features

As finding attractive sources of income is proving to be more and more difficult in the current low cash yield environment, Jon Howie looks at why a multi-asset approach ...

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Knowledge Centre

For many investors - generating real or above inflation income is a critical goal. View PIMCO’s video and three action points for investors here. ...

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Life/Risk

Australia’s insurance industry is being urged to take a proactive and caring approach to supporting the rehabilitation of claimants with a psychological condition....

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Financial planning

It is often assumed that young people are not actively looking to manage their finances, however, the FPA’s Financial Planning Week found the opposite....

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