Practical advice tips – the SMSF consumer protection challenge

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Introduction The growth of Australia’s Self-Managed Super Fund (SMSF) sector continues unabated, with ATO June 2021 statistics[1] revealing the sector now holds a record $822 billion in assets, an increase of... Read more continue reading

Lonsec and Superratings Fund of the Year award nominations announced

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Lonsec and SuperRatings are pleased to announce the nominations for this year’s Lonsec and SuperRatings Fund of the Year Awards. With 18 categories, the awards emphasise Lonsec and SuperRatings’ commitment... Read more continue reading

Cybersecurity a corporate governance concern as cyber risks increase

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Awareness of cybersecurity and online risks for businesses have increased markedly since the outbreak of the COVID-19 pandemic, but there is still a need to improve understanding and skills, says... Read more continue reading

Allianz Global Wealth Report 2021: Saving from home

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Allianz has unveiled the twelfth edition of its Global Wealth Report, which puts the asset and debt situation of households in almost 60 countries under the microscope. Saved from the... Read more continue reading

Allianz Donna Walker Awards winners announced

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The Australian and New Zealand Institute of Insurance and Finance (ANZIIF) is delighted to announce the winners for the Allianz Donna Walker Awards. The Allianz Donna Walker Awards shine a... Read more continue reading

Cracking the HNW Code – The changing face of High-Net-Worth Clients and why they are reshaping financial advice

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As we continue our deeper dive into customer and market segmentation strategies for financial advisers, this article examines the High Net Worth (HNW) segment, a segment which many advisers aspire... Read more continue reading

Synchron adviser wins AFA Great Advice Award

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Synchron adviser, Terry Johnson from Keyman Financial Services in NSW, has won an inaugural AFA Great Advice Award (the Award). Don Trapnell, Director of Synchron said, “We congratulate Terry on... Read more continue reading

APRA IDII changes – Why ‘new era income protection’ needs ‘new era advice’

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Introduction The multibillion-dollar losses experienced by individual Disability Income Insurance (IDII) contracts over the last few years, and the resultant ‘sticker shock’ level of premium increases needed to shore up... Read more continue reading

The pandemic accelerant part II: Turbo-charging the digital economy

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New business formation has soared during the pandemic, even though it typically plummets during recessions. Similarly, we have witnessed a record number of unicorn births, especially in FinTech and Biotech.... Read more continue reading

Winners of AFA Great Advice Awards announced

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The Association of Financial Advisers (AFA) has announced the winners of the AFA Great Advice Awards, supported by Sunsuper. Speaking at the AFA’s recent EVOLVE Conference, AFA National President, Michael... Read more continue reading