Not sure where to start? Ask.Will™

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Although most Australians know the importance of having a valid will, the nuances of how — and what — can be challenging. Understanding and using those nuances is what turns a simplistic will into a truly valuable and effective estate plan. To help make the process simpler, Townsends Lawyers offers a suite of tools and […]

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Diversifying portfolios – what are the alternatives: Bennelong

With economic uncertainty continuing to affect markets – both locally and internationally – investors are starting to hear a lot more about alternatives, but it’s not always clear what this means. Stuart Fechner, account director of research relationships at Bennelong Funds Management, says there isn’t one strict definition of what an alternative investment is, but […]

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Australia, we need to talk about it

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Australians would rather talk to their partner about past relationships than address how they would manage their finances in the event of death or disability. These are the findings of recent research from Integrity Life (Integrity)[1], a new life insurance company that is urging Australians to consider the financial implications of their mortality. Integrity polled […]

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CPD: Battling deflation

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Policymakers are looking at the deflation endgame. In the last decade, we have been treated to a real-life demonstration of the possibilities of macro-economic policy that our parents’ generation would scarcely have believed. In this article, Man Group, one of GSFM’s investment partners, examines what’s left to policymakers to battle deflation. Growing up, we were […]

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The pitfalls of a homemade Will

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While homemade Wills and Do It Yourself Will kits may appear to be an ‘easier’, ‘timely’ and ‘cheaper’ alternative than instructing a lawyer to draft your Will the recent Victorian Supreme Court case of Re Hely; Application by Arbuthnot & Donaghue [2018] is a reminder of some of the pitfalls which may arise when a homemade Will […]

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Stronger Super not yet tax efficient

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Superannuation funds are largely ignoring the “Stronger Super” reform that embedded after-tax investing obligations into superannuation law, says global implementation specialist manager Parametric. Raewyn Williams, Managing Director of Research, Parametric Australia, says: “Six years after the Stronger Super reforms were announced, most superannuation funds still have a pre-tax focus. “This lack of progress with after-tax returns […]

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Professional fund buyers favour active management to deliver on return targets despite market volatility and uncertainty

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The global survey of 200  fund buyers – responsible for selecting funds included on private bank, insurance, fund-of-fund and other retail platforms – found that more than eight in ten (82%) believe that their return assumptions for 2019 are realistically achievable, despite ongoing geopolitical and economic uncertainty and a persistent low return environment.  However, fund […]

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Why renewables are the solution for Australia

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A new briefing note published yesterday finds that renewables are the lowest cost, sustainable solution for Australia’s energy policy crisis and potentially one of Australia’s largest export industries of the future. The briefing note Why Renewables are the Solution for Australia: The low-cost source of new electricity generation highlights recent technological advances that have made renewables one […]

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Investment Trends releases latest Planning Software Benchmarking Report

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Leading research firm Investment Trends has released its 2018 Planning Software Benchmarking Report, an in-depth study of the planning applications used by Australia’s financial planners. The report benchmarks the key functionality of each application and reviews the direction of application development for financial planners and licensees. XPLAN leads in Australian planning software benchmark rankings Continuing […]

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Super industry consolidation moving faster than ever

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Consolidation in the superannuation industry is happening faster than ever, and those funds looking to merge must ensure the process is conducted with the needs of members remaining top of mind, according to industry panelists at a recent QMV event. The panelists agreed that many superannuation funds that exist today will not be here in […]

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