Australian women in the dark about their credit history

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Australian women are missing opportunities to optimise their credit health and make themselves look good to lenders, according to research from consumer education website, CreditSmart A huge 89% of women... Read more continue reading
07 Sep 2018

Philanthropic giving via a Public Ancillary Fund

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A PuAF is a communal tax exempt philanthropic trust that enables a number of donors to establish and name a ‘sub fund’ under the broader PuAF structure. With a sub... Read more continue reading
02 Aug 2018

MYOB survey reveals 1 in 4 small business owners not making any superannuation contributions

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MYOB’s latest survey has highlighted the burden of superannuation and EOFY tax payments on small business owners. Many struggle to make payments due to cashflow issues and are forced to... Read more continue reading
02 Aug 2018

Traders driven to distraction during World Cup

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Don’t bother calling your broker when the World Cup is on the TV. Analysis of share volumes shows there is a noticeable dip in the number of trades during World... Read more continue reading
16 Jul 2018

If you can’t answer these questions, you don’t have a financial plan!

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Apparently eight out 10 Australians don’t get any formal financial advice. Earlier this year ASIC found that while 44 per cent of Australians said they have a short-term financial plan... Read more continue reading
10 Jul 2018

Brexit was so 2016

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Two years after the Brexit referendum, stunningly little progress has been made in executing the withdrawal. That lack of progress has in turn led to a lack of clarity on... Read more continue reading
21 Jun 2018

How advice practices benefit from early ratings on new funds

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In the past month Zenith has been the first Australian research house to rate three new funds from Airlie Funds Management and Firetrail Investments, and as Zenith’s Head of Equities... Read more continue reading
14 Jun 2018

Moneysoft calls on financial planners to help clients understand their expenditure

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Financial planners need to broaden their role and help clients understand their household expenses in the wake of the Royal Commission’s damning revelations. Australian households have racked up record levels... Read more continue reading
31 May 2018

Australian corporations unprepared for new leasing standards

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Australian businesses do not fully understand and have not prepared for the implications of the new IFRS 16 leasing standard that comes into effect from 1 January 2019, according to... Read more continue reading
31 May 2018

Retirees’ spending falls faster than expected into old age

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The financial services industry may have underestimated the dramatic falloff in retiree spending as they age, according to a Milliman analysis of real-world expenditure data. The median retired couples’ expenditure... Read more continue reading
17 May 2018