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Mind the gap – the impacts of inadequate retirement savings (part one)

From AdviserVoice - this article is proudly brought to you by Russell Investments

When it comes to saving for retirement, each of your clients has unique financial circumstances and individual aspirations for life after work. How can you best support them to make... Read more continue reading

15 Sep 2022

Investors increasingly protecting portfolios in wake of rising rates and market volatility

Investors are exploring new ways to protect their portfolios in the face of rising inflation, central bank tightening, recession fears, and geopolitical instability. Australian and global shares were down 6.5... Read more continue reading

15 Sep 2022

Crescent Wealth diversifies with water rights investments

From Crescent Wealth

Australia’s first Islamic compliant super fund, Crescent Wealth, has diversified its socially and environmentally responsible investment options by providing members with access to investments in Australian water rights. Crescent Wealth... Read more continue reading

15 Sep 2022

Ethics and SMSF advice

From AdviserVoice - This Ethics article is proudly brought to you by GSFM

SMSFs comprise more than one quarter of Australia’s $3.4 trillion[1] superannuation sector, with 28,685 new SFSFs established in the year ended 31 March 2022[2]. SMSFs are subject to a number... Read more continue reading

14 Sep 2022

Firetrail S3 Global Opportunities Fund certified by RIAA

The Firetrail S3 Global Opportunities Fund has been certified by the Responsible Investment Association Australasia (RIAA). The Responsible Investment Certification Symbol is the leading mark for distinguishing quality, responsible and... Read more continue reading

14 Sep 2022

The disconnect between GDP growth and Asian equities

From GSFM

Economic dynamics in Asia provide enormous opportunities to create alpha from stock picking. But it is rarely a function of the level, or even change, of nominal GDP. This article... Read more continue reading

13 Sep 2022

Slight pullback in super funds returns over August

From SuperRatings

Leading superannuation research house SuperRatings estimates that the median balanced option delivered a return of -0.5% in August, driven by losses across developed markets following an accelerated interest rate response... Read more continue reading

13 Sep 2022

Australian responsible investment assets hit $1.54 trillion as investment managers agitate for ESG action

From RIAA - Responsible Investment Association Australasia

The number of Australian assets managed using a rigorous, leading approach to responsible investment has hit a record value of $1.54 trillion, now accounting for 43% of the total market,... Read more continue reading

13 Sep 2022

APAC investors’ strong interest in sustainable investing continues, with a confidence challenge still to tackle

From Fidelity International

Over 60% of retail investors in the Asia Pacific region now recognise the importance of sustainable investing, continuing a positive trend that has developed over recent years. However, more than... Read more continue reading

13 Sep 2022

Home equity and in-home care funding

From Household Capital

Australians have long regarded their home as their castle. And for many retired Australians, home is also a safe haven, something that has become increasingly apparent since the COVID pandemic... Read more continue reading

12 Sep 2022

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]