Superannuation

Reinvention: how superannuation is part of the solution

For many of us, superannuation will be our largest asset outside the family home, and the biggest income generator to support us in retirement. In light of this, we need to reinvent how we save and encourage younger generations to working towards self-sufficiency in retirement much earlier, says Bryce Doherty of UBS Asset Management. Bryce discusses why a mind shift is necessary and what role advisers, and the government have to play when it comes to super engagement.

Alex Burke December 4, 2017

What can you do to restore your clients’ trust in super?

Since its introduction in 1993, Australia’s compulsory superannuation system has morphed from a thing of hope and wonder to one of scepticism and distrust. With the 2017 Federal Budget set to be handed down tonight, we look at how this perception arose, and what advisers can do to restore faith in a system designed to support all Australians.

Alex Burke May 9, 2017

What would Australia have done?

As a developing market, India looks to already developed financial services industries such as Australia for guidance.

Alex Burke July 18, 2016

The top three things about Aussie financial services

A long-term vision is needed for both India and Australia to propel their financial services industries forward and to achieve excellence.

Alex Burke July 18, 2016

Who is UBS Asset Management with Bryce Doherty

Bryce Doherty, chief executive of UBS Asset Management Australia, explains how to use simplicity to create engagement in superannuation.

Alex Burke May 15, 2016

It’s all about income

Baby boomers are approaching retirement without a clear understanding of how they will generate retirement income. These consumers need guidance to explain what strategies they can employ to retire comfortably.

Alex Burke November 1, 2015

Segmenting super: how gender could influence your advice strategy

Women present a different advice proposition to men, particularly in the realm of superannuation. How can financial planners help?

Alex Burke November 1, 2015

Filling the super gaps: helping Australians improve their retirement planning

A lack of knowledge about superannuation is restricting Australia’s retirement savings, with many pre-retirees unaware of potential savings. This gap in the market represents a significant opportunity for advisers.

Alex Burke November 1, 2015

Interest Rate Risk Management

Over the last five years, Australian investors have seen a significant fall in the returns on their cash and term deposit holdings, and in many cases are experiencing negative real returns for the first time. This has created financial stress for many clients, especially retirees who may need to draw on their capital in the short term to maintain their lifestyle.

Alex Burke July 29, 2015

ESTATE PLANNING FOR “A” CLIENTS – HOW TO VALUE ADD AND GET REFERRALS

The kids have all finished school, the mortgage paid off, there’s plenty of money in the super fund and your client is either approaching retirement or already retired. Over many years we have provided them financial guidance and they pay us well. As financial planners these are the clients we love!

Alex Burke June 15, 2015

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