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  • Home
  • Our Philosophy
    • Markets can be unpredictable
    • Building sustainable portfolios
    • Each client is unique
  • Our Services
    • How we can help you
    • Still working hard
    • Approaching Retirement
    • Already Retired
  • Meet Our Team
    • Helen Stevenson
    • Ben Stevenson
    • Brenda Taylor
  • Our Charities
  • Get In Touch
  • Blog
  • Important Information
    • FAQ’s
    • Our Licensee
    • Financial Services Guide & Adviser Profile
    • Disclaimer
    • Your Privacy
    • Copyright
    • Terms & Conditions of Use

What assets can you have before losing your pension

Posted at 17 Nov 2019 in General Interest, Technical Updates by Strategic Retirement Solutions

There are many benefits to receiving a pension or even a part pension, but there are limits to what level of income or assets you can have to be eligible. Regarding assets, the key limits as at 1 July 2019 are as follows: To receive a full...

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Tips for boosting retirement savings and investments in a lower-for-longer world

Posted at 17 Nov 2019 in General Interest by Strategic Retirement Solutions

Retirees now face a bold truth: investing in traditional safe haven assets do not provide the returns they once did. So, where to from here? The first thing is to accept that today’s returns are lower on retiree favourites, like cash and bonds. Second, there are tools...

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The search for dividend yield in a low-growth environment

Posted at 17 Nov 2019 in General Interest by Strategic Retirement Solutions

Investors have faced a low-growth environment with low yield for some time now and this does not appear to be changing anytime soon. Global economic activity is slowing notably, reflecting a combination of factors affecting the major economies. Historically investors who look for income in the form...

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Putting a value on your potential

Posted at 17 Nov 2019 in General Interest by Strategic Retirement Solutions

What is your most financially valuable asset? The answer to this question could be quite different depending on your age. A younger person may say their car or a possession, such as a musical instrument, is their most valuable asset. As people age their home or...

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Do falling markets signal a good time to open an SMSF?

Posted at 17 Nov 2019 in General Interest, Superannuation by Strategic Retirement Solutions

Historically, self-managed super funds (SMSFs) have been seen as a direct way to take control of your retirement savings. By taking charge of your investment selection and asset allocation, there may be the perception that you could outperform your retail or other super fund by...

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Going solo in retirement

Posted at 17 Nov 2019 in General Interest by Strategic Retirement Solutions

While divorce rates have fallen in Australia in recent years, there is one age group where it’s becoming more common. In the two decades to 2017, the divorce rate for men aged 55-59 more than doubled. For women in the same age group it has...

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6 ways to stay well in retirement

Posted at 17 Nov 2019 in General Interest by Strategic Retirement Solutions

A fulfilling retirement isn’t just about money, it’s about staying healthy, active and connected. So much of preparing for retirement is about the dollars and cents: Working out whether a transition to retirement strategy works for you. Deciding which type of income stream is appropriate to...

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Plunging bond yields & weak share markets – what does it mean for investors?

Posted at 23 Aug 2019 in Economic Updates, General Interest by Strategic Retirement Solutions

Key points Worries about the US trade wars and global growth are continuing to cause volatility in investment markets. While the risks have increased, we remain of the view that recession is unlikely. Share markets may still fall further on trade war fears and this...

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Five global themes that may impact your investment portfolio

Posted at 15 Aug 2019 in General Interest by Strategic Retirement Solutions

When running a self-managed superannuation fund (SMSF), it’s important for investors to be aware of some of the key global and economic environmental factors that may impact their investment portfolio.  Here we look at five global themes that are currently playing out in world markets,...

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The impact of falling house prices

Posted at 15 Aug 2019 in General Interest by Strategic Retirement Solutions

Housing is the most important asset owned by the majority of Australian households, according to the Reserve Bank of Australia (RBA). A house not only serves as a place to live, but as a long-term investment, a measure of household wealth and a source of consumer...

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Recent Posts
  • What assets can you have before losing your pension
  • Tips for boosting retirement savings and investments in a lower-for-longer world
  • The search for dividend yield in a low-growth environment
  • Putting a value on your potential
  • Do falling markets signal a good time to open an SMSF?
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