Family home a legitimate source of retirement funding

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Retirees are too often left struggling with their finances without the help and guidance they need, according to one of WA’s leading institutional investors. Chief Investment Officer Chris West says... Read more continue reading

Overcoming Asian reluctance to estate planning

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Migrants or permanent residents in Australia who have backgrounds from Asia are often very averse to discussing estate planning.  There are a number of time-honoured cultural reasons for that, but... Read more continue reading

Defensive assets centre stage in times of turmoil

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The current outbreak of a new virus, COVID-19, has understandably spooked markets, investors and governments. According to Nick Langley, Co-Founder and Senior Portfolio Manager at RARE Infrastructure, in any time... Read more continue reading

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

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

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

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