CPD: Listed investment trusts – a listed growth story

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Led by exchange traded funds (ETFs), listed investments have experienced significant growth over the last decade, a period which coincides with the end of the global financial crisis (GFC). In this article, GSFM examines a growing sub-sector of listed investments, the Listed Investment Trusts (LITs) and compares LITs to other investment structures. In the 12 […]

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CPD: The changing face of demographics and why economies should care

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Summary In 2011 a dramatic shift occurred throughout the developed world — working age populations began a multi-decade decline. Demographic shifts like this in an economy can have profound effects, including changes in growth and debt metrics. To understand these effects we will start by explaining the economic effects in simple terms, seek insights from […]

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Equity bull run leaves many over exposed and under-diversified

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The bull run in Australia’s equity markets has been a magnet to investors with an appetite for simple, cheap and passive investment products, but this approach has led many to ignore the opportunities that alternative assets can deliver, including consistent income and growth. Kyle Lidbury, Head of Investments Research of Perpetual Private, said that lack of accessibility […]

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Can you really disentitle a person from your Will?

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Does violence towards the deceased end the relative’s chances of a successful claim against the Will? It doesn’t matter what sort of ‘family’ unit you have – nuclear, blended or a step-family – family relationships can be challenging and complicated. It’s usually not until a testator has passed away that their estate becomes disputed and […]

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Australian ETF industry breaks $40 billion barrier: BetaShares August 2018 Australian ETF Review

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Australia’s ETF industry has reached a new record high of $41.5 billion in funds under management (FUM) after an impressive month of growth, according to the BetaShares Australian ETF Review – August 2018. August saw the industry’s FUM grow by a significant 3.7% (or $1.5b), two thirds of which was driven by asset appreciation, and the […]

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Limited capacity clients and their estate plans

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Advisers can face many challenges when working with clients who they believe may have limited capacity. What does it mean to be mentally/legally incapable? What is the test that is applicable? “Advisers can feel like they are walking a tightrope between the law and the expectations of their client and their families when they start […]

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So, what happens when your interest-only loan expires?

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Borrowers need to be ready for the cash flow effects of moving from interest-only loans to generally higher repayments on principal & interest loans. Omniwealth Finance suggests that borrowers work through its Interest Only Loan Expiry Checklist to ease the cash flow squeeze. Interest-only options on home and investment loans have a limited life span, […]

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Australia ranked 6th globally for retirement outcomes in 2018 Natixis Global Retirement Index

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Australian retirees’ wellbeing is again ranked 6th in the world for the third year running, according to new research from Natixis Investment Managers. Australia’s ranking is largely attributed to an improvement in the “Finances” sub-indices, and stability in the “Health” and “Material Wellbeing” sub-indices, where it ranked 4th, 13th, and 21st respectively. The 2018 Global […]

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Reporting season dominated by cost pressures and high P/E- What does this mean for investors?

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The current Australian reporting season has largely overlooked the fundamentals, instead rewarding stocks with high P/E ratios regardless of lackluster earnings, according to the active equity specialist Martin Currie, an affiliate of Legg Mason, one of the world’s largest funds management groups. Martin Currie Australia, Chief Investment Officer, Reece Birtles says that despite the positive economic backdrop, […]

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Aberdeen Standard Investments announces partnership with The Australian National University, reflecting strength in ESG integration

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Aberdeen Standard Investments has announced a new partnership with The Australian National University (ANU), in which they will manage an Australian Fixed Income strategy with an emphasis on ESG. ANU Endowment Fund has selected Aberdeen Standard Investments to manage a strategy that invests in active Australian Fixed Income with an ESG overlay – facilitating the negative screening […]

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