News & Insights

In Perpetual Private’s quarterly investment report for January to March 2021 we look at the returns for Australian and global markets, and the issues likely to affect the performance of a broadly diversified portfolio in 2021.

In Perpetual Private’s quarterly investment report for January to March 2021 we look at the returns for Australian and global markets, and the issues likely to affect the performance of a broadly diversified portfolio in 2021.

Although it may not be top of mind, pre-emptively considering the tax obligations of your beneficiaries is important when planning for a wealth transfer.

Elysse Lorenti, Senior Financial Adviser at Perpetual Private looks at how your risk profile can help you decide what asset allocation is suited to you and your investments, and how different asset allocation strategies can mean different things to different fund managers.

We talk with Sarah Fox, a Research Analyst at Perpetual Private and Julie Hough, a Partner at Fordham on the challenges – and progress – women are making towards financial equality and independence.

With COVID-19 vaccination development and roll out worldwide, Andrew Garrett, National Investment Specialist at Perpetual Private explains why the economic challenges won’t disappear overnight.

For older Australians, getting expert help to manage their money and lifestyle is an investment in their quality of life. Here’s three true-life stories about the value of a Power of Attorney, trust, long relationships and Perpetual’s Lifestyle Assist service.

By the year 2040, there will be AU$2.3 trillion of wealth transferred in Australia through inheritances*. For the most part, it will be received by the baby boomer generation – people born between 1946 and 1964. For some it will be life-changing; for others, a pleasant supplement to an existing lifestyle.

What you need to know about overcoming the challenges of transferring wealth. It’s hard enough going through the grieving process when you lose a partner or spouse, but when you also have the sudden responsibility of inheriting significant wealth it can be completely overwhelming.

2020 was a dire year for many. From an economic perspective it was particularly bad for investors relying on income. Perpetual Private looks at what happened in the final quarter of 2020 and what it means for income-dependent investors in 2021.

After a gruelling year, the final quarter of 2020 brought welcome news on multiple fronts, providing hope for a better 2021. Perpetual Private’s quarterly outlook examines the detailed performance of the December 2020 quarter and looks at what could derail the economic recovery.

Losing a loved one is never easy. The shock and grief that follow news of a death, whether it’s expected or comes out of the blue, can propel us into an emotional tailspin.