Superannuation Archives — Andrew Rowan Wealth Management

Advice Finance Investment Lifestyle Pension Retirement Savings Superannuation

May 4, 2021

Patience Pays Off for Value Investors

“Sure enough, even waiting will end…if you can just wait long enough.” That quote from the great American novelist William Faulkner may be striking a chord with value investors right now after the value premium…

Andrew Rowan

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Advice Finance Investment Personal Finance Retirement Savings Superannuation

April 19, 2021

The Randomness of Global Equity Returns

Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.1 If you listen to the news, however, some countries may seem like better places to invest than others…

Andrew Rowan

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Climate Change Investment Lifestyle Personal Finance Retirement Savings Superannuation

April 7, 2021

Climate Change and Asset Prices

Key Takeaways Financial markets process complex information every day. The impact of climate change is no exception. Academic research provides compelling evidence that prices in a variety of asset markets incorporate information about climate risk.…

Andrew Rowan

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Business Finance Investment Personal Finance Retirement Savings Superannuation

March 31, 2021

What’s Your Investment Style?

YOLO, Meme, and EMH: You only live once! Social media investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly without traditional evaluation of investing risks…

Andrew Rowan

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Investment Retirement Superannuation

March 23, 2021

Uncommonly Average

Ask a farmer about average rainfall figures and he’s likely to look at you sceptically. Knowing how actual rainfall varies from year to year, farmers will carefully manage their crops and irrigation. It’s a lesson…

Andrew Rowan

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Featured Superannuation

April 21, 2020

How early super withdrawals add up

Accurate as of 20 April 2020The coronavirus pandemic is having profound effects on Australian families, communities, businesses, the financial markets and the global economy. Many people have lost their jobs and there is much uncertainty…

Andrew Rowan

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Superannuation

January 7, 2020

Superannuation: Revisiting the basics (repost)

Given the continual changes, it can be easy to see why some wealth accumulators and retirees have become frustrated with super; however, it’s important to remember the key benefits that continue to make it such…

Andrew Rowan

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Superannuation

August 26, 2019

Super review checklist: Your annual super statement

As a super fund member, you will be receiving your annual super statement soon. In this article, we provide you with a helpful checklist for reviewing this important document. Written and accurate as at: 15…

Andrew Rowan

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Video Superannuation

July 26, 2019

Superannuation: Work test exemption (WTE)

Written and accurate as at: 12 Mar 2019Superannuation is widely considered to be one of the most tax-effective investment structures available for wealth accumulators and retirees alike.As such, from a retirement planning standpoint, building wealth inside superannuation through contributions (and, compound investment…

Andrew Rowan

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Advice Superannuation

July 26, 2019

Self-managed super funds (SMSFs): Sector insights

Are you looking for a broad overview of the existing self-managed super fund (SMSF) sector? In this article, we provide you with SMSF insights to help you get up to speed. Written and accurate as…

Andrew Rowan

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Patience Pays Off for Value Investors

The Randomness of Global Equity Returns

Climate Change and Asset Prices

What’s Your Investment Style?

Uncommonly Average

How early super withdrawals add up

Superannuation: Revisiting the basics (repost)

Super review checklist: Your annual super statement

Superannuation: Work test exemption (WTE)

Self-managed super funds (SMSFs): Sector insights

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