SQM Research releases its 2019 Australian Mortgage Trusts Sector Review

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As part of its annual domestic mortgage trust sector review, SQM Research has released a sector report covering 12 recognised Australian Mortgage Trusts. Managing Director of SQM Research, Louis Christopher said, “Australia’s mortgage trust sector has continued to record rapid growth over the past 12 months. We estimate the rise has been some 61% taking […]

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Tax refunds go begging and building wealth through super or gearing

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Australian taxpayers need to be preparing for the upcoming End of Financial Year period now if they are to maximise their tax planning strategies and receive an optimal tax refund in the 2019/20 financial year. Lodging a tax return sooner rather than later not only ensures any refund is received sooner, but also reduces any […]

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Game of Thrones finale throws up estate planning challenges

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(Warning – spoilers ahead) While the decision about who will sit on the Iron Throne has been well and truly decided in the Game of Thrones (GOT) finale, the estate planning considerations for the various players in the game are not so clear cut, says Anna Hacker, accredited wills and estate specialist with Australian Unity […]

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Living longer is one good reason to protect capital for sustainable income

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There are over five million baby boomers (born 1946 to 1964). For most, a bright future awaits. After full-time work, it’s a stage of life which could span 25 years or more, so will the capital last? Longer, healthier lives against a backdrop of lower investment returns means Baby Boomers have two things to ponder: […]

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Australia one of the most resilient countries globally, Asia falters

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FM Global, one of the world’s largest commercial and industrial property insurance providers, has released the 2019 edition of the FM Global Resilience Index to help business decision makers across the globe make more informed strategic choices when it comes to their enterprise resilience. This year’s Index reveals Australia is ranked 17th overall out of […]

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China: Will they get old before they get rich?

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Demographics are increasingly being recognised as an important economic variable in Western economies, as millions of baby boomers enter retirement age. But this process is not just occurring in the West — the outlook for China is that it will have one of the fastest declining populations in the world. Because of this, many commentators […]

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CPD: Modern Monetary Theory, and why you’re still hearing a lot more about it

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Last month we published our take on one of the biggest economic discussions today – Modern Monetary Theory (MMT). Most of the public debate to date has centred around the role of government: that is, deficits, the causes of inflation, and implications for public policy. As we stated last month, however, MMT is extremely detailed […]

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From individual investors to institutions, investors are turning to ESG investing to marry performance with personal values

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Appetite for environmental, social and governance (ESG) strategies is on the rise, as investors increasingly recognise the opportunity to generate alpha through ESG, but for professional investors reporting and measurement remains one of the biggest obstacles, according to a survey released yesterday by Natixis Investment Managers. The Natixis ESG cross-survey report leverages data from four […]

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CPD: The conversation – talking risk with clients (Part 2)

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In The conversation – talking risk with clients (Part 1), we looked at the reasons your clients need risk insurance and strategies for having what can often be a difficult conversation. In this second part, we examine how you can use storytelling as an effective strategy to introduce this conversation. This series is proudly sponsored […]

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Australian retirees have inadequate access to their savings

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Household Capital, an independent, specialist retirement funding provider, said  yesterday that a major issue facing Australian retirees was inadequate access to savings. Josh Funder, Household Capital’s Chief Executive Officer, said retirement funding adequacy was a very real issue facing retired and soon-to-be retired Australians. Mr Funder was responding to a number of recent news articles, […]

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