Central banks state they are not seeing signs of a recession as they continue hiking rates to curb spiralling inflation. But with forward indicators flashing red across the board, low consumer confidence, declining forward sales, the US yield curve beginning to invert, and the continued drop in the global equities, markets are telling us they... Read more continue reading
07
Jul
2022
Leading ETF provider ETF Securities has given investors more options for investing in the fixed income market, with the launch of a US Treasury Bond fund and a USD high-yield corporate bond fund. The new funds are ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB) and ETFS USD High Yield Bond (Currency Hedged) ETF (ASX... Read more continue reading
06
Jul
2022
Australians are set to benefit from a package of changes to superannuation from the start of the new financial year. The changes include an increase to the compulsory Superannuation Guarantee (SG), which will add thousands of dollars to retirement savings, particularly for younger Australians. Low-income earners will benefit as they now will receive SG contributions... Read more continue reading
04
Jul
2022
Gold is not the only precious metal to have offered investors a safe haven this year, as Russia’s invasion of Ukraine and rising inflation focused attention on global political and economic risks. Silver, platinum, and palladium have all traded higher as well. ETF Securities Head of Distribution Kanish Chugh says all four precious metals have... Read more continue reading
01
Jul
2022
MLC Life Insurance has announced a series of enhancements to its Income Assure and Income Assure+ product range, following feedback from advisers. Considering cost-of-living pressures, customers will now have the option to ‘inflation-proof’ their cover to ensure the benefits they receive at claim stage keep pace with future increases to earnings. An annual increase in cover level up to... Read more continue reading
30
Jun
2022
Global markets have entered a difficult period as fundamentals turn and inflation has emerged, somewhat more strongly than expected. As global economies faced a myriad of difficulties over the past couple of years, governments responded by supporting their economies through these crises with large amounts of debt. That, in turn, has meant the equilibrium level... Read more continue reading
29
Jun
2022
As your clients get older, living independently in their own home may become more challenging. If a client needs assistance, there are many services to support a diverse range of needs. This article, proudly sponsored by Russell Investments, explores in-home care options, the government support that’s available and how it can benefit your clients. Your... Read more continue reading
29
Jun
2022
The American Century Healthcare Impact Equity strategy has been awarded responsible investment certification by the Responsible Investment Association Australasia (RIAA). This certification also applies to the Zurich Investments ACI Healthcare Impact Fund which is available to investors in Australia and is distributed by Zurich Investment Management Limited. While a growing number of Australian-domiciled equity funds... Read more continue reading
29
Jun
2022
AMP, together with the Trustee of its superannuation funds, has published a summary of its Retirement Income Strategy, outlining an approach to helping members live more confidently and comfortably in retirement. The Strategy, available here, applies to all AMP superannuation members approaching and in retirement, and delivers on a commitment as part of the Retirement Income Covenant,... Read more continue reading
28
Jun
2022
Amendments made last month to the NSW Duties Act could cause material headaches to super funds holding real estate in NSW. The only remedy for those headaches is good compliance documentation. If you’re interested, the legislation was called the State Revenue and Fines Legislation Amendment (Miscellaneous) Act 2022 (NSW). Under the Act, ‘ad valorem’ duty (i.e. duty... Read more continue reading
28
Jun
2022
Earn CPD Points
CPD: The important role of trust in ethics and financial adviceRecent research shows trust in financial advisers has risen in Australia…however, 58 percent of prospective clients lack trust in advice. [...]
CPD: The challenges for global growth equitiesGlobal markets have entered a difficult period as fundamentals turn and inflation has emerged, somewhat more strongly than expected. As [...]
CPD: Retirement – Independent livingAs your clients get older, living independently in their own home may become more challenging. If a client needs assistance, [...]
CPD: Risk advice - An 8-point guide to better field underwriting and better client outcomesField underwriting leads to better customer outcomes Field underwriting, in simple terms, is the information gathering and screening of risk [...]
CPD: The importance of inflation regimes to asset allocation decisionsThis is the second of three articles aimed at providing advisers with a framework around asset allocation that will assist [...]
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