Funeral and property disputes impacting women

From

There has been an increasing number of disputes following the death of a family member, in large part because people didn’t communicate what they planned to do with their assets as well as what they wanted to happen to their remains, says Anna Hacker, Wills & Estates Accredited Specialist at Australian Unity Trustees. “It’s a […]

continue reading

Fixed vs. floating rate funds: The winner is clear

From

Are floating rates sunk? Looking back over the past 12 months, there was not a single period that floating rate credit outperformed for the year. Even ignoring fees and active performance, it is a large differential to make up even if rates do eventually rise.     Taking this further, the Table 2 shows the […]

continue reading

Super funds report first gains in 5 months

From

Super members have escaped a fifth straight month of negative returns as market volatility turned in their favour over January, helping to claw back losses suffered in late 2018. The latest data from superannuation research house SuperRatings reveals major fund categories all enjoyed strong growth in the first month of the year. The median return […]

continue reading

TAL launches assistance package for flood and bushfire affected customers

From

As of today, leading life insurance specialist, TAL, will be waiving insurance premiums for those affected by the floods in Queensland and the bushfires in Tasmania. For customers located in the flood-affected areas of Queensland or bushfire-affected areas of Tasmania, the waiver will be available to existing TAL customers holding policies directly with TAL or through […]

continue reading

A Will should be updated or reviewed every 3 years

From

Marie had two daughters. Before his death her husband gave the majority of his estate to the elder daughter on the understanding that Marie would eventually give the family home to the younger daughter. Marie saw her solicitor and arranged for her Will to be drafted that way. When she died the bad news for the […]

continue reading

Emerging Markets debt: A new hope, continues

From

Investment flows in the Emerging Markets Debt have remained remarkably resilient – despite asset class volatility. “A big question for the sector’s 2019 performance will be whether investors continue to remain enthusiastic,” note the Emerging Markets Debt team at Eaton Vance, a global investment manager. Thus far, the answer is an emphatic yes. “Through the […]

continue reading

Life insurance 101: financial protection for all Australians

From

Life insurance and financial services are very much in the spotlight at the moment. The controversy can make it easy to overlook the very real benefits that life insurance provides. Here, Suzie Brown, General Manager for Distribution at Integrity Life, outlines some of the key considerations for financial advisers when making life insurance recommendations and […]

continue reading

5 Innovation platforms investors shouldn’t miss in 2019

From

Summary During the fourth quarter, the MSCI World Index, S&P 500 and NASDAQ posted their weakest results since late 2008, pushing valuations to their lowest levels since 2014. Among the fears continuing to unnerve equity markets were slower economic growth globally, trade tensions, Fed tightening, and a flattening yield curve. Exacerbating concerns was a loss […]

continue reading

CPD: Don’t worry, BBB happy – giving corporate leverage the sniff test

From

Given bond ratings’ remarkable importance in securities markets today, the economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, sat down to look at important changes in one segment of the US investment grade corporate bond market: BBBs. They didn’t know it at the time, but when bond issuers and […]

continue reading

Resimac supports ‘Don’t Kill Competition’ campaign

From

Leading non-bank mortgage provider Resimac has confirmed its support of the nationwide ‘Don’t Kill Competition’ campaign launched by the Mortgage & Finance Association of Australia (MFAA) to oppose a proposed ban on all mortgage broker commissions paid by lenders to brokers.  The final report from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, […]

continue reading