Vanguard leads Australian ETF sales during 2020 as investors flock to investment manager

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Vanguard Australia was the largest seller of Exchange Traded Funds (ETFs) in the first half of 2020 following the release of sales for the June 2020 quarter. The $4.3 billion... Read more continue reading

Zurich Investments Global Growth Opportunities SMA Receives Lonsec “Recommended SMA” Rating in initial review

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Zurich Investments has announced its Global Growth Opportunities Separately Managed Account (SMA) has been recognised by Lonsec with a “Recommended SMA” rating. The Global Growth Opportunities SMA was launched in... Read more continue reading

Nuveen completes US$150 million first close of Global Impact Strategy to tackle income inequality and climate change

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Nuveen, a leading global investment manager with over US$1 trillion in assets under management, announced the initial close of its Global Impact Strategy. Open to institutional investors globally, it secured... Read more continue reading

Superannuation proceeds trust: excepted income changes

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The recent Tax Act amendment on excepted income of testamentary trust distributions may potentially affect superannuation proceeds trusts (“SPT”) that are structured as testamentary trusts.  The amendment is an integrity... Read more continue reading

Institutional investors accelerate use of Fixed Income ETFs, driving record growth

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Global fixed income exchange-traded funds (ETFs) grew 30% in the past twelve months, driven by increased investor appetite for liquid, transparent, and efficient access to the bond market. Fixed income... Read more continue reading

Second quarter EM debt rebound presents selective opportunities for investors

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The second quarter represented a dramatic rebound for financial markets, including Emerging Markets (EM), after the severe sell-off in March. COVID-19 continues to pose a generational challenge to the lives... Read more continue reading

Life Insurance 2030 – the products of the future

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Introduction Competitive forces within the Australian life insurance market have long underpinned a strong culture of innovation amongst insurers. Recognising an imperative to improve the way customers and financial advisers... Read more continue reading

Seamless SMSF appoints former Deloitte Partner

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SMSF administration and audit firm Seamless SMSF has hired former Deloitte Partner and Engage Super Audits CEO and founder Jo Hurley (Jo Heighway) to bolster its sales team. Ms Hurley... Read more continue reading

Global small caps – An underappreciated and underutilised alpha sleeve

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Many investors and advisers recognise that a diversified portfolio should include an allocation to equities across the market capitalisation spectrum. This allows investors to capture the “small-cap premium” which has... Read more continue reading

Why every property investor needs a Testamentary Trust Will

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Whether you just own your own home, or you have an expansive investment property portfolio, you need to have a Testamentary Trust Will. A Testamentary Trust Will is simply a... Read more continue reading