Podcast: The Rate Debate – Episode 1

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What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial? The Rate Debate. Amidst the outbreak of the coronavirus, ongoing bushfires and global trade deals, Darren Langer and Chris Rands introduce their new podcast The Rate Debate and question the RBA’s latest rate decision and discuss […]

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Australians not feeling supported by the retirement funding system

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Household Capital, an independent, specialist retirement funding provider has completed its submission to the Retirement Income Review in response to the government’s consultation paper released in November 2019. The purpose of the Retirement Income Review is to ascertain the degree to which retirees are supported by the three pillars of Australia’s retirement system; superannuation, the […]

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Women’s Index brushes off sluggish progress in 2019 to finish decade on a high

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The new decade has started on a high note for many Australian women after the economic progress measurement, the Financy Women’s Index, posted its best performance of 2019 in the December quarter. The Financy Women’s Index rose 0.9 per cent to a high of 119.9 points in the December quarter, up from 118.8 points in […]

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Investor sentiment remains grounded amidst rising markets: Investor Product Needs Report

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Leading research firm Investment Trends has released its latest Investor Product Needs Report, an in-depth study of Australians’ investing behaviour and their use of various investment products. The study, now in its fourteenth year, is based on a survey of 7,933 Australian investors: Investor sentiment remains grounded amidst rising markets As we enter a new […]

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Fidelity research highlights the importance of personal finance in overall wellbeing

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The mental health, family life and physical health of a large proportion of Australians are being adversely affected by financial issues, new research from Fidelity International has revealed. Fidelity International’s ‘The Value of Advice’ report, based on a survey of 2,000 Australians, aims to take a pulse of Australia’s financial and overall wellbeing and highlight […]

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Why do organisations need a crisis to understand they have a problem?

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Shareholders, customers, employees, suppliers and stakeholders have grown weary of seeing scandalous headlines condemning large businesses and institutions as they lurch from one crisis to another. From a royal commission about child sexual abuse, to misconduct in the financial sector, age care quality and safety, exploitation of disabled people and so on and on…. Why […]

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Raiz wants ePayments Code overhauled to level financial services playing field

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Raiz Invest Limited, the largest, mobile-first financial services platform with more than 700,000 sign-ups, is urging an overhaul of the ePayments Code as one critical measure to increasing competition and level the playing field between the established financial players and the emerging Fintech sector. In its detailed submission to the Select Committee on Financial Technology […]

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One year after Hayne: Financial services institution remediation missing major cause of issues

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As the nation’s financial services industry continues to focus on its greatest-ever remediation efforts through 2020, the leaders of many institutions have overlooked one of the most important areas requiring remediation. The boards and leadership of most impacted organisations, including some of the biggest listed companies in the country, are missing remediating the cause of […]

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Quality financial advice more of a challenge then ever

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With financial adviser numbers falling in the wake of the Royal Commission, the risk is that many Australians will miss out on financial advice, says Michael Hutton, head of wealth management at HLB Mann Judd. “It’s both the best of times and the worst of times for financial advisers,” he says. “The events of the […]

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Super way for SMSFs to save money

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A software application has been launched that enables trustees of self-managed superannuation funds (SMSFs) to manage their own fund and save on expensive accounting fees. The software, branded DIYSOL, was developed by career accountant and SMSF trustee Jeff Bain. “It makes no sense for people running a super fund to pay an accountant – sometimes […]

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