Do bushfires + financial hardship = early access to your super?

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Given all the talk about the dreadful bush fires you’d be forgiven for thinking victims could access their super to help with their recovery.  Think again, as Elizabeth Wang reports.... Read more continue reading
06 Mar 2020

Podcast 2: Down, but not out

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On 3 March 2020, the RBA cut rates by 25 basis points to 0.50% in response to the coronavirus. But have they cut too early? And what happens if markets... Read more continue reading
05 Mar 2020

Deferred sales model for add-on insurance

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Finity and The Fold Legal released an update on the Royal Commission’s recommendations into add-on insurance in July 2019. After two separate consultation papers, Treasury has recently released: An Exposure Draft... Read more continue reading
03 Mar 2020

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
03 Mar 2020

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
02 Mar 2020

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
28 Feb 2020

 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
28 Feb 2020

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
26 Feb 2020

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
24 Feb 2020

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
21 Feb 2020