News & Insights

Given the significant drawdown in markets, investors in or approaching retirement should now need to review their investment portfolios to mitigate risks and preserve their nest egg.

Our advice team shares some stories about staying in touch with clients, keeping fit and remaining healthy through COVID-19.

During a share market downturn, it might be tempting to sell, but a long-term strategy to stay in the market will deliver better results.

For retiree and pre-retiree investors one of the most damaging effects of COVID-19 are cuts to the company dividends they rely on to pay the bills. Stella McMullen, Senior Research Analyst, Perpetual Private looks at the scale of those cuts and how investors can adapt.

With insurance premiums likely to increase by 20-30%p.a. over the next few years, we provide some key considerations to help plan now for a more secure financial future.

As part of the COVID-19 government stimulus packages, the minimum pension withdrawal requirements for account-based pensions (‘ABPs’) has been reduced. Hugh Lovibond, Senior Adviser, Perpetual Private explores what these changes mean for a retirement income and how reducing pension drawdowns could help to protect your super balance.

We discuss how you can protect your legacy and distribute your wealth to the people and causes closest to your heart.

Having a good solid plan in place will help ensure that investors avoid overtrading, locking-in losses and ultimately destroying the value of their investment portfolio.

Kyle Lidbury, Head of Investment Research, Perpetual Private, provides an update on how the coronavirus continues to unfold globally and the subsequent volatility we’ve seen in markets over the March 2020 quarter.

Perpetual examines the Australian Federal Government’s second economic stimulus package, aimed at supporting individuals and businesses through the coronavirus (COVID-19) pandemic.

Perpetual examines the Australian Federal Government’s second economic stimulus package and economic and investment market consequences of coronavirus (COVID-19).

Perpetual examines the economic and investment market consequences of coronavirus (COVID-19) and what this means for investors.