Martin Currie crowned Australia’s best ESG Fund at the 2022 Hedge Funds Rock + Australian Alternative Investment Awards

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Martin Currie Australia, the active equity specialist investment manager of Franklin Templeton Australia Limited (Franklin Templeton), has been awarded Australia’s ‘Best Specialist ESG Fund’ for the Martin Currie Sustainable Equity... Read more continue reading

Fund of the Year Award nominees announced

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Lonsec is pleased to announce the nominations for this year’s Lonsec and SuperRatings Fund of the Year Awards. Now in its 20th year, the awards recognise the best providers across... Read more continue reading

The 5 must-know advice client metrics that underpin practice sustainability

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Measure it. Control it. Management guru, Peter Drucker, made a valuable point when he famously said[1], “if you can’t measure it, you can’t manage it”, which helps explain why today,... Read more continue reading

Collaboration needed to prevent multi-billion dollar losses from cyber attacks

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The Actuaries Institute has issued a detailed report urging government, businesses, and insurers to collaboratively address significant insurance gaps in protection against cyber attacks that have already cost the Australian... Read more continue reading

Consumer and adviser protection – the client financial literacy imperative

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Teach a person to fish Financial literacy – along with financial advice, product disclosure, and product regulation – is one of the four pillars of financial consumer protection. Financial literacy... Read more continue reading

Seniors Health Card, property, inflation and work test are top of mind for advisers

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More Australians are expected to be eligible for the Commonwealth Seniors Health Card soon, due to an imminent regulatory change aimed at easing cost of living pressures for seniors. In... Read more continue reading

Aged Care Steps launches Aged Care Adviser of the Year awards

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Industry leader Aged Care Steps has launched the 2022 ACS Aged Care Adviser of the Year Awards. As part of their declaration that 2022 is the Year of the Aged... Read more continue reading

La Trobe Financial judged Best SMSF Lender

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La Trobe Financial has announced that it has been judged the Best SMSF Lender in the SMSF Awards. La Trobe Financial also won this award in 2019 and was highly... Read more continue reading

FASEA exam cut-off date

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As most financial planners in the industry would be aware, all financial advisers are required to have passed the FASEA exam on or before 30 September 2022. Pursuant to the... Read more continue reading

Client complaints – new adviser obligations strengthen consumer protections

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Background to the new obligations It is difficult to overstate the extent to which transparent, accessible, and trusted complaints handling processes are a cornerstone of financial consumer protection. At the... Read more continue reading