Integrity Life urges Australians to check their life insurance cover ahead of July 1 super changes

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Australian life insurer, Integrity Life, is urging Australians to check their life insurance cover inside superannuation before the enforcement of new laws on 1 July 2019. As part of the Protecting Your Superannuation Package reforms, a superannuation fund member’s life insurance will be cancelled if their superannuation account is inactive, unless they elect to retain […]

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Pengana WHEB sustainable investing report shows positive impact of investments

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Pengana Capital Group Limited (ASX: PCG) has released the latest Pengana WHEB Sustainable Investing Impact Report ‘Prosperity with Purpose’, which quantifies the positive impact associated with investing in companies that are enabling and benefitting from the transition to a low carbon and more sustainable economy. WHEB Asset Management (‘WHEB’) (UK), a boutique investment house focused […]

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TAL launches Health Sense Plus program

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TAL, a leading Australian life insurance specialist, yesterday announced the launch of Health Sense Plus – a program that rewards Australians who embrace preventative health by providing discounts on their life insurance premiums. Health Sense Plus is available to TAL’s Accelerated Protection customers and it builds on TAL’s Health Sense program, which rewards customers for taking care […]

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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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