Business Excellence

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Zenith announces winners of annual Fund Awards in award’s 10th anniversary year

From Zenith Investment Partners

The winners of the 2022 Zenith Fund Awards have been announced at a sold-out in-person event in Sydney yesterday. The annual awards recognise excellence in funds management across major asset... Read more continue reading

18 Oct 2022

The evolving ESG context – advice client conversation guide

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

The evolving ESG context – advice client conversation guide The relentless growth of ESG investing over the last few years is well documented. And, notwithstanding several ‘bumps in the road’... Read more continue reading

17 Oct 2022

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

From AMP

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

13 Oct 2022

Consumer Data Right – adviser consumer protection – opportunities and obligations in a post-Optus world

From AdviserVoice - this Regulatory Compliance and Consumer Protection article is proudly brought to you by Perpetual Investments

Once described as “the first new human right for the digital age”[1], the Consumer Data Right (CDR) is an economy wide reform, officially launched in July 2020 and intended to... Read more continue reading

12 Oct 2022

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

From Seedling Giving

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

11 Oct 2022

Easy business in the low-hanging fruit

From Tony Vidler - Adviser to the Advisers

Everyone wants easy business yet we so often make it harder than it has to be. Get the low-hanging fruit first. Twice as easy to get, and just as sweet.... Read more continue reading

10 Oct 2022

Martin Currie crowned Australia’s best ESG Fund at the 2022 Hedge Funds Rock + Australian Alternative Investment Awards

From Martin Currie Australia

Martin Currie Australia, the active equity specialist investment manager of Franklin Templeton Australia Limited (Franklin Templeton), has been awarded Australia’s ‘Best Specialist ESG Fund’ for the Martin Currie Sustainable Equity... Read more continue reading

10 Oct 2022

Fund of the Year Award nominees announced

Lonsec is pleased to announce the nominations for this year’s Lonsec and SuperRatings Fund of the Year Awards. Now in its 20th year, the awards recognise the best providers across... Read more continue reading

07 Oct 2022

The 5 must-know advice client metrics that underpin practice sustainability

From AdviserVoice - this Best Practice article is proudly brought to you by Bennelong Funds Management

Measure it. Control it. Management guru, Peter Drucker, made a valuable point when he famously said[1], “if you can’t measure it, you can’t manage it”, which helps explain why today,... Read more continue reading

30 Sep 2022

Collaboration needed to prevent multi-billion dollar losses from cyber attacks

From Actuaries Institute

The Actuaries Institute has issued a detailed report urging government, businesses, and insurers to collaboratively address significant insurance gaps in protection against cyber attacks that have already cost the Australian... Read more continue reading

29 Sep 2022

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CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]
CPD: ASIC’s 2026 review of qualification compliance – practical implications
Imagine you were qualified but nobody told ASIC Imagine you had met the exacting educational standards to practice as a financial adviser, but someone didn’t tell ASIC, or at least, [...]
CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]