Dividends, here and overseas, rose in first quarter

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Dividends across developed markets rose strongly in the first quarter of this calendar year, according to research by Plato Investment Management. “Global dividends grew 19% to $A510 billion in the first quarter compared to Q1 2018,” said Dr Don Hamson, Managing Director of active income fund manager Plato Investment Management. “This was a slight acceleration on […]

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US ETF industry gets more active

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Relaxation of disclosure regulations in the United States could see the Exchange Traded Fund (ETF) market, especially actively managed ETFs, expand rapidly in the US and in Australia, according to locally-based global equities manager Antipodes Partners. Last week the United States’ Securities and Exchange Commission provided conditional approval to allow active ETFs in the US […]

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Teachers & nurses’ super fund tops league table

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Catholic Super – the $9.6 billion industry fund growing retirement savings for many teachers and hospital workers – has topped a league table, returning a high 10.49 per cent over seven years for members up to 50 years old with a balance of $100,000-250,000. That’s the finding from Canstar, Australia’s biggest financial comparison site. Canstar […]

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ATO – Key superannuation thresholds for 2019/20

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The ATO has released some of the key super thresholds for the 2019/20 financial year. Transfer Balance Cap This cap is $1,600,000 and is unchanged from the 2018/19 financial year. The transfer balance cap is the maximum amount of super capital which a taxpayer can transfer during their lifetime into retirement phase and thereby benefit […]

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CPD: The conversation – talking risk with clients (Part 1)

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Risk advice is an integral part of a financial plan, yet for many clients – and often, their advisers – it’s not a comfortable conversation. After all, who wants to talk about worst case scenarios? In this article, sponsored by Zurich Australia, AdviserVoice explores the importance of risk insurance and having the all-important risk conversation. […]

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Adviser education key to meet ethical investment demand

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Limited transparency and disclosure from the $2.6 trillion[1] super industry is impacting advisers’ ability to provide advice on ethical and environmental, social, and governance (ESG) considerations, according to leading ethical wealth manager Australian Ethical Investment. Leah Willis, Head of Client Relationships at Australian Ethical, said that while nine in 10 Australians expect their superannuation or […]

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

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If you’re paying attention to US politics, you may be aware of an emerging new[i] economic theory supported by many US Democrats, including Congress ‘freshman’ Alexandria Ocasio-Cortez. This economic framework is generally known as Modern Monetary Theory, or MMT. There have been a number of ‘hot takes’ from economists and journalists on the topic over […]

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TAL launches grief support training course for advisers

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TAL, a leading Australian life insurance specialist, is running a training course to help financial advisers understand and support their customers who may be suffering from grief. Run through TAL’s industry leading product-agnostic Risk Academy, the ‘Supporting Grieving Clients Course’ is run by Glenn Baird, TAL Head of Mental Health. Glenn currently leads TAL’s mental health […]

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Government needs to do more on in-home care, says Household Capital

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Household Capital, an independent, specialist retirement funding provider, commended the federal government’s announcement that it will fund an additional ten thousand in-home care packages but warned that more needed to be urgently done to meet the needs of ageing Australians. The Royal Commission into Aged Care Quality and Safety recently focused on aged care in […]

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Jumbo SMSFs and individual trustees

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While the Morrison Government is proceeding with its proposal to permit Jumbo SMSFs with 5 or 6 members, will Jumbo SMSFs have to have a company as trustee? This answer is determined by the legislation of the state or territory which applies to the SMSF. In summary, some jurisdictions do permit having 4 or 5 […]

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