Are HNW investors ahead of the investment cycle?

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Over the last few weeks there has been an increased number of headlines in the major mastheads noting that many HNW investors believe current commercial property prices are “crazy” and “insane”. This sentiment has been supported by a number of wealthy investors selling property assets which they feel are fully priced as the cycle reaches […]

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Court refuses will for dementia sufferer

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In the recent case of R v J [2017], the Western Australian Supreme Court rejected an application to make a will for a woman who no longer had capacity to do so. Julia is currently 91 years old. She has been married to Henry for 51 years and suffers from diminished mental function as a […]

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Market anomalies present opportunities for active investors: PM Capital

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Just like human anomalies can make all the difference in sporting teams, picking anomalies in equities and fixed income markets can help investors achieve winning performance, according to PM Capital. This month PM Capital is hosting a series of investor forums across five Australian capital cities exploring how the manager goes about finding and interpreting […]

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There’s a lot long term investors can learn from insurers around strategy design: AXA IM

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There’s a great deal asset owners and managers can learn from insurance companies’ long-term approach to investing, especially when it comes to investment strategy design, according to AXA Investment Managers (AXA IM). Hosting a series of roundtables for Australian institutional clients and consultants across the country this week, AXA IM has identified the key behaviours […]

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Japan in motion: What does the future hold?

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We often read that Abenomics continues to divide people as to whether it is working, and if this policy platform advocated strongly by Prime Minister Abe since his election in 2012 will ever achieve its objective of moving Japan’s economy forward. We believe that Abenomics is working, however we feel that its success cannot be […]

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Benefit payments rise dramatically ahead of July 1 super changes

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SMSF trustees looking to take advantage of the current rules around non-concessional caps have significantly increased benefit payments, according to the latest SuperConcepts SMSF Investment  Patterns Survey. In the March 2017 quarter the average benefit payment increased significantly from $16,256 to $27,900. Overall contribution levels also continued to rise in Q1, increasing from $8,548 to […]

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Estate equalisation by courts not so straightforward

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In a 2015 court case a claim by the daughters of the deceased for an equal share of his estate was dismissed. It was taken that the daughters had been fairly treated even though their brother inherited significantly more. This sounds like a legal decision from another century but it seems that fair and equal […]

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ETFGI reports assets invested in ETFs/ETPs listed in Japan reached a new record of 209 billion US dollars at the end of April 2017

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 ETFGI the leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, today reported assets invested in ETFs/ETPs listed in Japan reach a new record high of 209 billion US dollars at the end of April 2017, according to ETFGI’s April 2017 global ETF and ETP industry insights report (click here to […]

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New CommInsure underwriting offer to improve adviser productivity

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CommInsure has enhanced its underwriting offer with a new tele-interview service and upgrades to its underwriting rules to improve adviser productivity. The improvements are part of a wider program designed to deliver a more seamless and efficient experience for advisers applying for a client’s life insurance cover. Advisers will now have the option to request […]

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Make claims part of your value proposition

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The continued focus on LIF has spawned a number of corollary discussions, with one of the most important being around the concept of the adviser value proposition. Put simply, your value proposition is the total package of value you deliver to your clients, in exchange for the remuneration you receive. Regardless of whether that remuneration […]

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