robin bowerman

Financial planning

SMSF trustees open to advice but uptake declines

More trustees are willing to seek professional advice than before the COVID-19 pandemic, but that has not resulted in physical uptake, according to research from Investme...

Expert Analysis

The value of advice

The proliferation of retail investors entering the market during the COVID-19 induced downturn has highlighted the value that can be demonstrated by seeking financial adv...

Superannuation

Focus on super ‘frustrating’: panel

The industry should be discussing retirement income rather than superannuation and the super guarantee as it does not encompass the broad range of issues of the retiremen...

Features

Planning through the ages

Laura Dew explores how estate planning varies by age and what people need to do at each different stage of their life....

Funds management

Time in market more beneficial than market timing

Some $10,000 invested in Australian shares 30 years ago would have grown to more than $130,000 this year, second only to US shares, according to Vanguard. ...

Funds management

Vanguard expands ETF offering

Vanguard Australia has announced the launch of two new exchange traded funds which will offer investors exposure to international small companies and global listed infras...

Financial planning

276,000 SMSFs have unmet advice needs

Self-managed superannuation fund advice offers a huge opportunity for financial planners, with half of all SMSFs reporting unmet advice needs, according to Investment Tre...