To access the 'No retirement for investments' white paper, please click the download now button above.
Important notice: a previous version of this whitepaper incorrectly stated the ASFA comfortable retirement standards for a couple as $43,787/year and superannuation balance of $545,000. These figures relate to the comfortable retirement standards of a single not a couple. The standards for a couple are $61,786/year and $640,000 in superannuation balance.
Managing a retirement portfolio for income and growth
Retirement portfolios offer a particular challenge in advice, given their more complex needs. They need to generate a stable income, preserve capital and still offer some level of growth to allow investors to manage inflation and longevity risks, along with a reasonable standard of lifestyle.
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Published: 13th August 2019
Product in Focus: ETFS S&P/ASX 300 High Yield Plus ETF
Key Points
August reporting season is in full-swing, presenting investors with both opportunities and risks.
ETFs offer a simple and cost-effective way to diversify away from single name risks.
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