Alliance welcomes Retirement Income Review

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The independent Review of the Retirement Income System will provide an important opportunity to ensure that Australia’s world-class superannuation and retirement income system continues to evolve in a positive direction... Read more continue reading

Australia ranked 9th in the world for retirement outcomes in 2019 Natixis Investment Managers Global Retirement Index

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Australia ranked in the top ten for retiree wellbeing in 2019, despite sliding three places from 6th last year to 9th this year, according to the 2019 Natixis Investment Managers... Read more continue reading

Blitzscale and hope – unicorns, IPOs and the fear of repeating the late 1990s

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The current hype about two-sided digital platforms, blitzscaling and winner-takes-most markets has fuelled a surge in IPO listings. It is perhaps unsurprising that this exuberance, especially when combined with inordinate... Read more continue reading

What can a widow expect from husband’s estate?

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What can a widow expect from her husband’s estate?  The NSW Court of Appeal recently gave us their guidelines. Several months ago we discussed the decision in Steinmetz v Shannon [2019] from... Read more continue reading

R*E*S*P*E*C*T: find out what it means for your Will

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The recent case involving the estate of American soul music legend Aretha Franklin highlights the importance of ensuring all family members–especially the sick and elderly–are aware of the details of... Read more continue reading

Are advisers ready to satisfy clients’ advice needs?

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Advice businesses are undergoing transformation, and it is increasingly important for advisers to focus on meeting the strategic advice needs of clients. ASIC’s recent survey[1] on what Australians want financial... Read more continue reading

Circumventing ‘flat earth’ market thinking

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GSFM recently hosted fixed income specialists Payden & Rygel, who addressed advisers around the country. The presentation took a different view to the general bond market approach; instead it looked... Read more continue reading

Is it possible to admit your child as a member to your SMSF?

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Bob and Barbara have recently established an SMSF with a corporate trustee and want their 17-year-old son, Ben, to join their SMSF.  Can Ben join? We often get asked by... Read more continue reading

Local Government Super identified as global leader in ESG investment

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Local Government Super (LGS) has announced that it has been identified by the world’s leading independent proponent of responsible investment, the United Nations Principles for Responsible Investment (UNPRI), as being... Read more continue reading

30 September LEI deadline looms for SMSFs

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With no further extension of relief by the Australian Securities and Investments Commission (ASIC) in sight, the 30 September deadline for legal entities, including self-managed superannuation funds (SMSFs), to obtain... Read more continue reading