Responsible investments outperforming mainstream investments

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Responsible investment funds are outperforming their average mainstream counterparts year on year, as the market for responsible investment continues to grow in Australia, the latest Responsible Investment Benchmark Report 2017 has found. Launched yesterday by the Responsible Investment Association Australasia (RIAA), the report shows ‘core’ responsibly invested Australian share funds and balanced multi-sector funds have outperformed […]

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How an Investment Bond can help supplement superannuation

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Investment Bonds have benefits and features which are worthwhile evaluating as a way to supplement superannuation or even as an alternative tax-effective vehicle. Tax effective structure of Investment Bonds Investment Bonds are tax-paid investments similar to superannuation. Throughout a Bond’s investment term the Investment Bond pays tax annually on behalf of the investor at a […]

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Australia ranked 6th globally for retirement outcomes: 2017 Natixis Global Retirement Index

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Australian retirees’ wellbeing is ranked number six in the world, according to new research from Natixis Global Asset Management. The 2017 Global Retirement Index (GRI), released yesterday by Natixis Global Asset Management, measures the ability of countries to meet the needs of retirees. It examines the factors that drive retirement security and provides a comparison tool […]

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What is a managed account?

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Managed accounts represent the most recent addition to the range of managed investment portfolio solutions available in Australia. Managed accounts do not pool client assets for investment purposes; however, they are generally still able to provide access to economies of scale due to their collective bargaining ability. A managed account is a type of account […]

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All over red rover?

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The sheer volume of funds flowing into passively managed investments suggests the active versus passive debate has been decided. Earlier this year, the Financial Times reported that “While outflows from actively managed funds have hit a cumulative $1.2 trillion since 2007, overall inflows into index trackers and ETF’s have topped $1.4 trillion over that period.”[i] […]

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How can I make an impact with my investing?

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Impact investing is an investment approach that intentionally seeks to create both financial return and positive social or environmental impact that is actively measured. But there is a challenge in meeting this request. How do we seek and invest in assets that achieve this balance? I have clients that want to invest in a way […]

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Can a video will be admitted to probate?

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Donna is a widow and is 85 years old. Due to her deteriorating health, she is unable to attend her solicitor’s office to make a formal Will. So she decides to record a statement on DVD, stating that she wants to give a special legacy in favour of her two daughters with the help of […]

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What can be done when an SMSF trust deed contains a mistake or typo?

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We often get asked by our clients, what can be done when their SMSF Trust Deed contains a mistake or typo. Formalities are necessary and a deed of rectification may be the only effective way of fixing the problem. A deed of rectification is a very important document that acts to clean up, what can […]

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Xpress Super’s growth has it in the fast lane

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The low-cost SMSF administrator, Xpress Super, enjoyed 100% organic growth in the 2016-17 financial year, highlighting the growing demand by SMSF trustees to minimise their funds’ administrative fees. Xpress Super is part of the SuperGuardian administration group that saw an overall growth of nearly 25 per cent in its client base in the 2016-17 financial […]

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BetaShares Half Year 2017 Australian ETF Review: Industry adds $3.6B in six months and sets new record FUM at $29.4B

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Strong net inflows in the first half of 2017 raised the Australian exchange traded fund (ETF) industry by 14% (or $3.6B), to end the half year on a new record of $29.4 billion in funds under management (FUM), according to the BetaShares Australian ETF Review – Half Year 2017. In the six months to June, […]

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