Insights

Sept 30, 2026

Strategies to help clients spend comfortably

To build a resilient retirement income stream, advisers have many levers at their disposal, including product selection and portfolio construction.

Sept 29, 2026

RBA September 2026 Cash Rate Announcement

The RBA has lifted the cash rate to 4.60%—its fourth increase this year and the highest level since 2011—as inflation risks materialise.

Sept 29, 2026

SMSF retirement strategies: Beyond traditional bucketing.

Watch our on-demand webinar with Accurium exploring new research across 3,000+ SMSF retirement scenarios and how guaranteed lifetime income may improve retirement outcomes..

Aug 27, 2026

Rising deeming rates and retirement income

With deeming rates rising from September 2026, explore how retirement income structures can affect Age Pension outcomes and cashflow.

Aug 25, 2026

The end of easy money

Bond yields have returned to levels not seen since before the GFC, while equity markets continue to climb. What does this mean for diversification, portfolio resilience and long-term investors?

Aug 24, 2026

A red flag hiding in retiree reviews: when underspending signals uncertainty

Many retirees spend less than they can afford, even when their retirement plan is on track. Discover why persistent underspending may signal a confidence issue rather than financial prudence, and how advisers can identify and address the causes.

Aug 11, 2026

Inflation slows but demand yet to budge

The Reserve Bank of Australia decision to hold the cash rate at 4.35% reflects caution, not confidence. While housing is softening, consumer spending and credit growth remain resilient.

July 29, 2026

How lifetime income strategies can improve estate outcomes

Explore how lifetime income strategies can help preserve retirement capital, support estate planning goals and potentially increase wealth for beneficiaries.

Managing the retirement risk zone: How advisers are using longevity solutions

July 28, 2026

Video: Managing the retirement risk zone: How advisers are using longevity solutions

Justine Marquet discusses market volatility, sequencing risk and how advisers are using longevity solutions to help clients generate sustainable retirement income.

84 releases in total

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