GMO announces initial Net Zero Asset targets

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Grantham, Mayo, Van Otterloo LLC (GMO), a global investment manager, has released its initial net zero targets and transition plan. In October 2021, GMO became a signatory of the Net... Read more continue reading

October Budget 2022 – super aspects summary

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Increase in Com Penalty Unit Increase to $275 (presently $222) Operative date 1 January 2023 Example – breach of operating standard (such as failing to keep separate assets held by... Read more continue reading

‘Short-term pain, long-term gain’: Robeco outlook for 2023

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In its annual outlook, Robeco expects a considerable brightening of the return outlook for major asset classes during 2023, but not before inflation, interest rates and the US dollar hit... Read more continue reading

Back-door benefits from super not permitted

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The rules relating to what a self-managed superannuation fund can and cannot invest in are complex and for the uninitiated appear confusing and alien. But there is a basic logic... Read more continue reading

Super bounces back in October as share markets rally

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Super funds had a strong October on the back of rallying global share markets. The median growth fund (61 to 80% in growth assets) made an impressive gain of 3%... Read more continue reading

Institutional investors shift portfolios amid macroeconomic concerns

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Independent investment consultancy bfinance has released its biennial global asset owner survey. With 2022 proving to be a year of major market and macroeconomic upheaval, the survey queried 396 senior... Read more continue reading

Survey shows Australians regaining retirement confidence

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Australian investors are regaining confidence in their retirement wealth after the economic impacts of COVID and are more certain about when they can retire, according to the 2022 MFS Global... Read more continue reading

Last minute withdrawals before time is called

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Is it possible to make a last minute withdrawal before you die and the payment, if made after you have died, still be treated as being tax free?  Well Yes... Read more continue reading

Do as I do, not as I say – examining the challenges facing future retirees

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Why do people invest? One of the many roles of financial markets is to provide an avenue for private investors to accumulate wealth and generate additional income. As the Australian... Read more continue reading

Factor investors increase allocations to weather market volatility and integrate ESG

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Invesco has released the findings of its seventh annual Invesco Global Factor Investing Study. The Study is based on interviews with 151 institutional and retail factor practitioners managing over US$25.4... Read more continue reading