Welcome to the Post-Retirement resources page. Please keep a regular look out for updates and content downloads both during and post the event.
A better approach to post-retirement planning by Andrew Gale The post-retirement sector is large and growing rapidly, but financial advice processes need to be more sophisticated to deal with sequencing risk and longevity risk. Post-retirement optimised portfolios (PROPs), based on stochastic modelling, are part of the solution. This article written by Andrew Gale, co-owner and Executive Director at Chase Corporate Advisory, explores the strategies and tools needed to create the best approach to post-retirement planning.
Download the article, A better approach to post-retirement planning by Andrew Gale
Designing sustainable post-retirement solutions Michael Rice, CEO of Rice Warner, explores 5 steps Super Funds can take in order to prepare for and deal with the challenges associated with a changing market.
Download the article, Designing sustainable post-retirement solutions by Michael Rice
News MySuper narrows industry/retail super cost gap link Super satisfaction reaches new high link Wam, bam, thankyou SMSF investors link SMSF auditors on deadline to lodge annual statements link Prime Super to merge with HIP link ASFA warns AUSTRAC on customer due diligence changes link Cash deemed riskier SMSF option in 2014 link Fund manager criticises "rip-off" fees link Super funds post best returns in 20 years link