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Posts tagged SMSF ADVISOR ADELAIDE
More Australians living off superannuation than the pension in retirement

Australia is witnessing a historic shift as superannuation overtakes the Age Pension as the primary source of retirement income. Recent data shows the proportion of retirees living off super has jumped to nearly 30%. Humble Goode Financial, leading Adelaide financial advisors, explains what this move away from pension reliance means for your future and how to fund your modern retirement right now.

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Understanding Australian Advice Better

In our modern world, advice firms are continually evolving their value proposition and service offer to meet the needs and wants of their clients. Over the last three years, portfolios have changed, their use of digital technology and their expectations from their financial adviser has evolved.

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How much exposure should you have to unlisted funds?

Unlisted assets make up a growing and significant portion of many industry superfunds. AustralianSuper had 26.6% of their funds in unlisted assets at March 2022. Australian Retirement Trust’s Super Lifecycle investment strategy (Balanced) is 32.93% at June 2023. Nearly 50% of Hostplus’ Balanced MySuper option is in unlisted assets.


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