CPD: Crowdfunding – democratising finance through technology

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In April 2015, Business Insider ran a story ‘A crowdfunding revolution is coming to Australia’[1]. That revolution has not only arrived, it is well established and growing exponentially. In this article, DomaCom looks at crowdfunding – what it is, how it works, and how it will change the investment landscape. Crowdfunding is the practice of […]

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The changing face of the Australian retail investor – ASX Australian Investor Study 2017

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More than one in three adults in Australia have investments in shares or other ‘on-exchange investments’ outside of institutional superannuation, beating investment property and cash savings as the most popular retail investment choice, according to the latest Australian Investor Study. ASX’s 2017 study, the 16th in a series begun in 1986, was prepared by Deloitte […]

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UniSuper sees demand rise for face-to-face financial advice

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UniSuper, the $60 billion superannuation fund for Australia’s higher education and research sector, says despite the rapid growth of ‘robo’ advice, meeting financial advisers face-to-face continues to grow as the preferred approach among its members. UniSuper offers members a comprehensive financial planning solution, with nearly 50 financial advisers nationally providing complete advice across superannuation, investments, […]

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A case study on moving quickly to protect assets

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After their father died, John’s and Mary’s mother was grief-stricken and for several years had little or no social life. Gradually, though, she began to broaden her social network and eventually she met a nice man who shared her interests. John and Mary quite liked Neville, though they never really thought of him as part […]

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Australian wealth hits record high, but investors need to protect it better

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Australian household net worth climbed to new record in the December quarter of 2016, almost hitting $10 trillion, but investors need to protect this wealth through a better management of investment risks, says leading outcomes based equity manager Monash Investors. Australians now hold a record amount of their wealth in property, with $6.1 trillion of […]

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It’s April. How are those New Year resolutions looking?

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Remember New Year’s Eve? Almost four months ago many people shared their New Year resolutions with friends and family. Comparison website finder.com.au found that on average 58% of Australians broke their New Year resolutions.I spend a lot of time with my clients discussing, writing down and tracking their goals. This is what I do personally […]

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Industry-wide collaboration necessary to better prepare Australians for aged care costs: Investment Trends 2016 Retirement Income Report

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Leading research firm Investment Trends have released its 2016 Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and postretirement issues. The report is based on a large-scale survey of 6,987 Australians over the age of 40 conducted through September and October 2016. Key highlights include: Australians are growing more concerned about their […]

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ASIC launches new teaching resource to build the financial capability of Indigenous students

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ASIC has launched a new financial literacy teaching resource – Knowing, Growing, Showing – to support authentic learning opportunities for Indigenous students. The resource is aligned to the Australian Curriculum and addresses cultural and community values around money, finances and consumer issues. Coinciding with National Close the Gap Day, the resource aims to improve the […]

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SUPERCentral announces new course for advisers to confidently meet the needs of the inter-generational wealth transfer demand

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For advisers, there hasn’t been a better time to integrate estate planning into their practice as Australia enters the greatest period of inter-generational wealth transfer in history. The demand for estate planning is rapidly growing and advisers will need to come up to speed if they wish to remain current and be able to meet […]

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‘Bank of Mum and Dad’ helps kids get ahead in education and business start-ups, new research finds

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The report A new look at the channels from housing to employment decisions, undertaken for the Australian Housing and Urban Research Institute (AHURI) by researchers from RMIT University and Curtin University, explored how intergenerational wealth transfers, which are typically financed through housing wealth, influence the education and work careers of beneficiaries. Professor Gavin Wood, one […]

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