New MetLife research reveals trust and transparency the biggest barriers to seeking out life insurance through an adviser

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Communication is more important than price when it comes to choosing a financial adviser, according to new research released by life insurer MetLife Australia. The research indicates advisers can use... Read more continue reading

ATO steps up its documentation requirements

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ATO investment strategy guidelines update The ATO has recently issued new guidelines in relation to SMSF investment strategy compliance.  The rules or legislation in this regard have not changed but... Read more continue reading

Power of attorney appointment does not license early access to inheritance

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Understanding your responsibilities if you have a power of attorney appointment for your parents is as much about ethical as well as legal responsibilities, Australia’s leading trustee company, Equity Trustees,... Read more continue reading

 Guilty until proven right: the making of a non-consensus investor

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Continued uncertainty within global markets are pushing investors to explore unconventional ways to generate returns while managing risk, according to Rupal J. Bhansali, Chief Investment Officer, International & Global Equities... Read more continue reading

SMSFs driving non-bank lender raising

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A slowdown in growth for the big four and regional banks is being offset by investor interest in the burgeoning growth of non-bank lenders. This is evident in the recent... Read more continue reading

The hunt for yield can lead to risky territories

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With interest rates hovering around historical lows globally, investor appetite for alternative income sources has markedly increased. In the current environment uncertainty is writ large; challenges come at investors from... Read more continue reading

Buybacks show why you can’t trust the numbers

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Australia’s recent spate of off-market share buybacks highlights the misalignment between super funds’ pre-tax investment focus and what matters to fund members – after-tax returns. This is the view of... Read more continue reading

MetLife research reveals annual reviews are the key to client retention and new customer referrals

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Financial advisers looking to boost client retention and new client referrals should prioritise annual reviews, according to a report from life insurer MetLife Australia. Now in its second year, the... Read more continue reading

Podcast 1: The Rate Debate

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What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial? The Rate Debate. Amidst the outbreak of the coronavirus, ongoing bushfires... Read more continue reading

Strong momentum for climate transition indicates a turning point for investors but market still struggles with transparency in reporting and a clear demonstration of positive impact

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A record $234bn in green bond issuance was added to the market in 2019, an increase of more than 50% on the $150bn issued in 2018. While issuance in 2018 and... Read more continue reading