CBA announces sale of general insurance business

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Commonwealth Bank of Australia (CBA) has announced it has entered into an agreement to sell its Australian general insurance business (CommInsure General Insurance) to the Hollard Group (Hollard), and establish... Read more continue reading

Sustainable investing – which manager has the endurance?

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The importance of sustainable investing has developed into a key thematic in recent years, as more investors increase their focus on sustainability and environmental, social and governance (ESG) issues in... Read more continue reading

What happens when the last surviving trustee dies?

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Mary being the sole individual trustee of her trust has recently passed away. Her daughter Sarah is her executor. Because Mary was the sole individual trustee of the trust this... Read more continue reading

Investing toward a net-zero energy system now a reality

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Zeroing out carbon dioxide (CO2) emissions from the global energy sector is not only possible – it now has a clearly articulated road map as provided by the International Energy... Read more continue reading

How poorly considered insurance can leave a spouse short-changed

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When most people think about personal insurance, they think it is important to insure the main income earner of the household. Just because a spouse may not be earning an... Read more continue reading

Investors wary of emerging investment risks

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The market continues to shift from the hope to the growth phase as the Australian economy rebounds from the shock of the COVID-19 pandemic and associated lockdowns, but new risks... Read more continue reading

Dividend recovery poised for further upside

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Share dividends are recovering strongly from pandemic lows, with the potential for further “upside surprise” in certain sectors and stocks, according to Ausbil Investment Management. Michael Price, Portfolio Manager for... Read more continue reading

Top 5 EOFY tips for financial advisers

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With the end of the financial year just around the corner, top of mind for many financial advisers is the indexation of superannuation caps and thresholds, which includes an increase... Read more continue reading

The next big ESG three – the emerging responsible investing sectors that balance altruism with financial reward

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With ethical or socially responsible investing becoming enshrined in the thinking of institutional funds and retail investors alike, demand for assets that fit that bill will only grow. By the... Read more continue reading

Trend following strategies and crisis alpha

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Trend following strategies capture upward and downward trends in traditional markets; this has made such strategies popular alternative investments for financial advisers looking for assets uncorrelated with equities, bonds and... Read more continue reading