Can an Investment Bond be used to fund a Business Succession Plan in advance?

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Introduction Planning ahead for the day that you leave your business is a vital business planning strategy. No matter what your business is currently worth, owners who plan now for... Read more continue reading

Oil’s perfect storm

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Standard Life Investments, the global investment manager, considers the winners and losers appearing between producers, exporters and importers after the recent collapse in oil prices. This analysis is part of... Read more continue reading

OneVue Investment Trends survey shows accountants keen on mFund

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SMSF accountants’ interest in managed funds has potential to spike with the launch of the ASX’s mFund. According to the OneVue/Investment Trends 2014 SMSF Accountant Report, 13 per cent of... Read more continue reading

ANZ launches A$750 million ANZ Capital Notes 3 Offer

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Open to Australian investors; expected margin of between 3.6% and 3.8% p.a. above bank bill swap rate ANZ announced that it intends to issue ANZ Capital Notes 3 to raise... Read more continue reading

Global retail property a solid bet for 2015, says world’s largest investor

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Global real estate heavyweight, TIAA Henderson Real Estate (TH Real Estate), is investing heavily into retail centres around the world, predicting attractive investment returns for institutional investors seeking to deliver... Read more continue reading

Regulatory compliance dampens platform development: Investment Trends 2014 Platform Report

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The December 2014 Platform Report, released to Investment Trends’ clients in December, is an in-depth study of the investment platforms used by Australia’s financial planners. The report covers 466 key... Read more continue reading

Taking advantage of volatility

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Economic forecasters, sharemarket commentators and crystal ball gazers are busily predicting the directions that sharemarkets will take in 2015. Typically, views are divergent – some see markets reaching record highs,... Read more continue reading

2015 will be a positive year – if you accept change…

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As the financial services industry returns for another year, Connect Financial Service Brokers (Connect) CEO Paul Tynan says the sector can look forward to a positive 12 months as the... Read more continue reading

Australians’ appetite for overseas assets rises as confidence in the local economy drops significantly

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Certitude Global Investing Intentions Index Report shows investor confidence in the Australian economy is at its lowest level since the Index began According to the Certitude Global Investing Intentions Index... Read more continue reading

Instreet ventures into ethical investing with the acquisition of the Emerald Club

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The boutique structured product provider, Instreet Investment, has acquired the Emerald Club and its flagship product, The Emerald Wrap, which offers an ethical platform for Responsible investing (RI). Instreet managing... Read more continue reading