News & Insights

How do you make the most of your relationship with a financial adviser? Perpetual’s Gary Lembit shares his research findings on effective communication.

Is residential property the right investment for you? We take a look at some of the risks and alternatives.

Your 7 point super checklist. Don’t get caught out – the biggest changes to superannuation in a decade come into effect on 1 July.

Major superannuation changes are prompting people to reassess their retirement planning. They want to ensure they can fund life after work while leaving something for their family. Yet when philanthropy is part of the conversation a person’s legacy becomes something much more than a lump sum….

Trump’s election and Brexit were unexpected events – but the market reaction was even more surprising. Perpetual Private’s Head of Investment Research, Kyle Lidbury gives his perspective on their implications for 2017.

Socially responsible investing means different things to different people. Find out how you can make a difference on your own terms.

Don’t get trapped by tax when changes to superannuation take effect on 1 July. Find out how the new rules could affect you

What are the secrets of people living happy and successful lives? Perpetual asked 2,400 Australia’s about their habits, hope and dreams to find out.

If you’re relying on income from your investments you’ll know conservative asset classes like bonds and term deposits aren’t paying what they used to. What can you do about it? It may be worth diversifying with alternative investments.

Superannuation is a highly tax-effective way to save for your retirement. But planned legislative changes due next year may limit the amount you can contribute. Get the facts you need to know, without the jargon.

Ageing gracefully is an expression we use to describe the way we would like to live our twilight years. Encouragingly, a new Once in a Lifetime Study by Perpetual reveals this stage of life will be less like an episode of the Twilight Zone as we seem to expect.

Listen to Perpetual Private’s National Investment Specialist, Luke McMillan’s view on investment market conditions and the trends to be aware of over coming months.