Life, looking good in the ‘lucky country’? As the self-proclaimed ‘lucky country’, Australia’s impressive achievements across sport, science, and cultural pursuits, are often out of proportion to our modest size. Happily, another area where we ‘punch above our weight’ is in life expectancy, where Australia ranks amongst the best in the world. Since the very... Read more continue reading
03
Aug
2020
During these unpredictable times, it’s understandable that people are feeling high levels of uncertainty. All aspects of our lives – from health, work and finances to socialising and the way we perform menial tasks – are being impacted in different ways. Financial advisers are in a unique position to help clients realise their aspirations As... Read more continue reading
29
Jul
2020
Wealth management platform myprosperity has seen record quantities of debt recorded on its platform, up nearly 200% since the start of the year to $12 billion. There’s also been an estimated 80% increase in credit card accounts added to the platform since late 2019. The myprosperity portal is used by advisers and households to track... Read more continue reading
29
Jul
2020
Exposure to historical non-compliance can be fatal for purchasers but many don’t include it in their due diligence. ASIC is on the warpath and you can be liable even if you weren’t operating the business at the time of the non-compliance. So before you purchase a business that holds an Australian Financial Services Licence or... Read more continue reading
24
Jul
2020
Often professionals forget how valuable the service bit is in a “professional service” business. Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do you hear about a professional services business that has a standing process for going the extra mile because they know that it... Read more continue reading
22
Jul
2020
For the third year running, the BT Panorama mobile app achieved the highest ratings from advisers surveyed, according to the latest Investment Trends Planner Technology Report. Nine out of ten advisers who use BT Panorama rated the app as ‘good’ or ‘very good’, positioning BT Panorama as the clear market leader (90 per cent for... Read more continue reading
13
Jul
2020
Software as a Service (SaaS) company Cake Equity (Cake) has partnered with innovative capital markets platform Wholesale Investor to digitise, innovate, and streamline capital raises, share registries, employee share schemes, and valuations for startups and small business. Recent research from Wholesale Investor shows the leading problem for startups is access to investors, closely followed by... Read more continue reading
09
Jul
2020
The mental wellbeing of almost half of Australians has been negatively impacted by COVID-19, while almost one in three have seen their financial wellbeing suffer, new research from Fidelity International reveals. Fidelity’s latest ‘Pulse Survey’ explored the impact of COVID-19 on people’s finances, as well as their overall wellbeing. It found 28.6% believe their physical... Read more continue reading
09
Jul
2020
With the nation in its first recession in 29 years, Australians are resolving to be better money managers this new financial year, according to new research from MyState Bank. MyState Bank asked more than 1,000 Australians what their biggest financial resolutions and concerns are coming into the new financial year (FY21). Overwhelmingly, the research found... Read more continue reading
08
Jul
2020
Synchron has published a ready reference book to help advisers understand and implement the FASEA Code of Ethics standards into their practices. Authored by Synchron Senior Compliance Officer, Stefanie Georgiades, the book – FASEA: Code of Ethics Policy and Procedures, outlines each of the 12 FASEA standards (the Standards), what each Standard requires of advisers, examples... Read more continue reading
06
Jul
2020
Earn CPD Points
CPD: What doesn’t kill us makes us poorer - the cost of care in AustraliaLife, looking good in the ‘lucky country’? As the self-proclaimed ‘lucky country’, Australia’s impressive achievements across sport, science, and cultural [...]
CPD: Life Insurance 2030 - the products of the futureIntroduction Competitive forces within the Australian life insurance market have long underpinned a strong culture of innovation amongst insurers. Recognising [...]
CPD: Global small caps - An underappreciated and underutilised alpha sleeveMany investors and advisers recognise that a diversified portfolio should include an allocation to equities across the market capitalisation spectrum. [...]
CPD: Factor investing in action, across regions, cycles and asset classesIn article one of this two-part series Factor investing – an introduction[1], we introduced the concept of factor investing, exploring [...]
CPD: Surviving the dividend droughtIntroduction The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, [...]
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