More homeowners take action to cushion rates impact, improve financial position  

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New research released by AMP Bank has confirmed that while an increasing number of Australian mortgage holders are concerned about rising interest rates, the majority are taking positive steps now... Read more continue reading

Only 27 per cent of property investors are female

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New research has highlighted the disparity between property investor genders with only 27 per cent of women indicating they own investment property. The 2022 PIPA Annual Investor Sentiment Survey asked... Read more continue reading

Market conditions driving adviser-client conversations

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Social security measures relating to the age pension are among the most popular regulatory topics for Australia’s financial advisers, based on the questions they are asking BT’s technical team. Top... Read more continue reading

Managing the risks of virtual client meetings – a consumer protection perspective

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Necessity – as the saying goes – is the mother of invention, and one of the many legacies of COVID will be the extent to which it massively accelerated the... Read more continue reading

Consumer protection essentials – improving the financial resilience of advice clients

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Just over a decade ago, Australian Treasury researchers proposed a framework for financial consumer protection that comprised 4 pillars: financial advice, financial literacy, disclosure, and product regulation[1]. Whilst this framework... Read more continue reading

Four signs that a client will benefit from setting up a family foundation

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Financial security is the first goal, but then what? For some, there can be a lingering and overarching need to give back. Setting up a family foundation is a great... Read more continue reading

Experts predict the biggest fintech trends for 2023 

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The financial technology sector is rapidly evolving with traditional methods of banking now being replaced with digital solutions, in a bid to make things faster, easier, and more streamlined for... Read more continue reading

Worry on the rise for two-thirds of Australian homeowners as rates increase

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Close to two-thirds (64 per cent) of Australian homeowners are worried about meeting their mortgage payments as interest rates continue to rise, according to new research released by AMP Bank.... Read more continue reading

Charities are just like stocks: some are blue chip others are penny stocks. Which one is right for your client?

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Introduction There is a huge diversity in charities. To assist your clients in fulfilling their desires to “give back”, think of the charity sector as you would the stock market.... Read more continue reading

Financial stress rises sharply for Australian workers, costing the economy $67 billion in lost productivity annually

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AMP’s 2022 Financial Wellness research shows the number of workers severely stressed about their finances is at record highs, having more than doubled since 2020. In total, financial stress is costing... Read more continue reading