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In the News

The Financial Review "SMSFs outperform super funds: study"

Professional investors are expected to easily outperform do-it-yourself investors. Yet new data suggests self-managed super fund trustees are doing very well on their own.

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Chris Morcom
Director/Private Client Adviser

In the News

Financial Review "Before taking reins do super homework"

Australia’s self-managed superannuation sector is unique. No other country allows hundreds of thousands of small, private pension funds to be run by members who also act as trustee

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Chris Morcom
Director/Private Client Adviser

In the News

Herald Sun "How to retire on $100,000 a year"

As a general rule you’ll need around $2 million in assets to generate $100,000 a year income for retirement. 

RETIRING on $100,000 a year is not just for multi-millionaires and high flying executives. Ordinary Aussies can come close to this income in retirement after a full working life and regular extra savings.

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John Hewison
Managing Director
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Blog

Financial System Inquiry takes aim

Last week, the David Murray led Financial System Inquiry released its interim report. The report took aim at several parts of the financial advice industry.

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Nathan Lear
Director/Private Client Adviser