Kevin Pelham

1 month ago | thegoldentimes.com.au | Duncan Hughes |Kevin Pelham

Investors are likely to be up to three times better off sticking with a long-term equity strategy than attempting to pick winners and losers by constantly trading during market peaks and troughs, such as the current volatility caused by US tariffs, according to market analysis.

1 month ago | thegoldentimes.com.au | Kevin Pelham |Duncan Hughes |Jamie Nemtsas

For the estimated 440,000 retirees who opt to manage their own investment savings via a self-managed super fund (SMSF), a recent research report showing their funds, on average, outperformed the APRA-regulated funds over the five years to June 30, 2023, must have been as welcomed as the flowers in May.

2 months ago | insideadviser.com.au | Kevin Pelham |Drew Meredith

SMSF specialist advisers must have been pinching themselves at last week’s SMSF Association’s National Conference Thought Leadership Breakfast, on hearing industry doyens tell how their superannuation sector was in “rude health.” Association CEO Peter Burgess and Heffron Consulting managing director Meg Heffron, two of the most respected people in the sector, waxed lyrical about its strengths and why it heralded such a promising future for SMSFs – and the advisers who service many of the more...

2 months ago | insideadviser.com.au | Kevin Pelham |Drew Meredith |James Dunn

The advice industry had a critical role to play in combatting the “scourge” of illegal early access that had the potential to threaten the fabric of self-managed super funds, SMSF Association CEO Peter Burgess told National Conference delegates in Melbourne this week.