Implementing portfolio protection via the use of options can prevent investors from experiencing significant losses caused by periods of extreme market volatility, according to an executive specialising in derivatives.

There is a realistic possibility transition-to-retirement (TTR) strategies could be eliminated entirely due to the added complexity associated with them as a result of the changes to the superannuation rules to be introduced from July 2017, according to a retirement savings technical expert.

Investment management firm Rushton Financial Services has unveiled a new fund that seeks to address the need for alternative opportunities due to elevated risk levels in the Australian share market.

The corporate governance practices of the underlying companies in which a real estate investment trust (REIT) chooses to purchase shares is the most important factor to acknowledge when assessing the merits of these investment vehicles, according to a specialist fund manager.

The only way to address inflation risk and longevity risk is to invest in growth assets, according to a leading financial author.

Knowing which assets to leave or switch back to the accumulation side of an SMSF is crucial for the optimal tax effectiveness of the fund in light of the proposed $1.6 million transfer cap, an SMSF expert has said.

The risk associated with hybrids – debt securities with characteristics between a bond and a share – needs to be understood by individuals before they are included in an investment portfolio, a senior executive specialising in fixed income has said.

AMP’s SMSF business arm, SuperConcepts, has revealed it will ramp up its education efforts for SMSF trustees via a new online capability to be launched next month.