Responsible investment continues to gain acceptance among investors

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There is a growing acceptance of responsible investment (RI) by millennials, women, affluent investors and institutions as the concept moves from being considered a niche and product-specific approach to one that has a proven track record of contributing to portfolio performance leading to a broader appeal among global institutional and retail investors, according to Nuveen’s […]

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3 tips to write an SOA your clients want to read

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Most clients don’t read Statements of Advice (SoA) because they are far too long. This renders them ineffective and exposes advisers to the risk that their client may not understand the advice they’ve been given. If things go wrong down the track it may even leave advisers on the hook if the SoA is not […]

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Couples may need 40% deposit to afford Sydney home repayments

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For young Australians, one of the biggest challenges they face is the ability to own their own home. In our practice, we are seeing more and more clients who believe that the dream of home ownership is out of their grasp. Increasingly, we meet younger clients who believe purchasing a home and being able to […]

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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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