CFS reveals Federal Budget hot topics for advisers

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Money matters are top of mind for many Australians and Colonial First State’s team of technical superannuation experts is helping ensure financial advisers don’t miss any of the essential information from the 2020-21 Federal Budget handed down by Treasurer Josh Frydenberg. Data from enquiries made by financial advisers to CFS revealed the top three topics... Read more continue reading

Research shows corporate governance factors can influence financial performance

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The Calvert Institute recently published a research paper on how corporate governance factors can influence financial performance. The paper examined how 10 governance factors, ranging from accounting risk to shareholder rights, materially affected financial performance of more than 8,500 companies in 72 countries. The paper was co-authored by Daniel Rourke, ESG Senior Research Analyst and Hellen... Read more continue reading

What’s driving the sale of financial planning practices: a look at the data that tells the story

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Financial services practice broker, Growth Focus, has compiled qualified data over the last three years looking at the reasons financial services practices sell. “Over the last decade, the reasons for selling a financial planning business have been consistent in their frequency with some notable trends developing in the past three years,” says Steven Fine, managing... Read more continue reading

Household Capital 2020 Third Pillar Forum

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Household Capital’s 2020 Third Pillar Forum launched yesterday as an online experience. The online forum includes a live panel discussion and interviews with 27 experts from around the world. The Forum’s live national panel debate was hosted by Ali Moore in the Melbourne studio with Andrew Boal, CEO of Rice Warner and Joshua Funder, CEO... Read more continue reading

Data from MLC Life Insurance shows mental health support has doubled during COVID-19

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As Australia recognises Mental Health Week, new data from MLC Life Insurance reveals the number of customers using its Best Doctors’ Mental Health Navigator service has almost doubled since the onset of COVID-19, as more people seek mental health support during the pandemic. In just the last four months, 21 per cent of all current... Read more continue reading

The impact of COVID-19 on Australian workers has been profound, according to Australia’s largest workplace mental health study

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Australia’s largest workplace mental health study found that three in five workers experienced a mental health condition this year (up almost 9 percentage points from 2019), with many struggling for the first time during the pandemic. The new research, released today by SuperFriend, also showed clear benefits of improved financial and mental health outcomes for... Read more continue reading

Household Capital releases 2020 Retirement Outcomes survey

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Household Capital has released the results of their 2020 Retirement Outcomes survey, one of the first major national studies of its kind since the impacts of COVID-19 have hit. The Household Capital 2020 Retirement Outcomes research was conducted for the organisation by trusted advocates, Your Life Choices. Over 4,400 Australians participated, representing over 87 percent... Read more continue reading

RateMySuper tool to help members understand and compare fund performance

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Leading superannuation research house SuperRatings has launched a new super fund comparison tool to help members understand and compare investment performance across different super funds. The RateMySuper tool is made available to super funds to help current and prospective members understand how their fund stacks up on a net benefit basis. The Lonsec-owned SuperRatings said... Read more continue reading

Saving for your children

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Your child had their 8th birthday last week. Your mum-in-law again gave her yearly gift of $100 for your child’s saving account. Your second child is having their 10th birthday next month. In total, each child now has $4,000 to $6,000 in their respective savings accounts. You have been studiously putting away $25 per month... Read more continue reading

Two in three Aussies’ finances impacted by COVID-19

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While globally the COVID-19 pandemic has caused a huge economic shake up, it has also had far reaching impacts for Aussies in relation to their own personal finances. With this in mind, AMP has commissioned new research to unveil both the long and short-term impacts of the current crisis on everyday Australians – from day-to-day... Read more continue reading