TAL launches Health Sense Plus program

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TAL, a leading Australian life insurance specialist, yesterday announced the launch of Health Sense Plus – a program that rewards Australians who embrace preventative health by providing discounts on their... Read more continue reading

SQM Research releases its 2019 Australian Mortgage Trusts Sector Review

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As part of its annual domestic mortgage trust sector review, SQM Research has released a sector report covering 12 recognised Australian Mortgage Trusts. Managing Director of SQM Research, Louis Christopher... Read more continue reading

Ethics and self-managed super funds

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Since the official introduction of self-managed superannuation funds (SMSFs) in 1999, they have become a significant part of Australia’s $2.6 trillion[1] superannuation sector. At the end of 2018, with assets... Read more continue reading

Tax refunds go begging and building wealth through super or gearing

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Australian taxpayers need to be preparing for the upcoming End of Financial Year period now if they are to maximise their tax planning strategies and receive an optimal tax refund... Read more continue reading

Game of Thrones finale throws up estate planning challenges

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(Warning – spoilers ahead) While the decision about who will sit on the Iron Throne has been well and truly decided in the Game of Thrones (GOT) finale, the estate... Read more continue reading

Living longer is one good reason to protect capital for sustainable income

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There are over five million baby boomers (born 1946 to 1964). For most, a bright future awaits. After full-time work, it’s a stage of life which could span 25 years... Read more continue reading

Australia one of the most resilient countries globally, Asia falters

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FM Global, one of the world’s largest commercial and industrial property insurance providers, has released the 2019 edition of the FM Global Resilience Index to help business decision makers across... Read more continue reading

China: Will they get old before they get rich?

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Demographics are increasingly being recognised as an important economic variable in Western economies, as millions of baby boomers enter retirement age. But this process is not just occurring in the... Read more continue reading

Modern Monetary Theory, and why you’re still hearing a lot more about it

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Last month we published our take on one of the biggest economic discussions today – Modern Monetary Theory (MMT). Most of the public debate to date has centred around the... Read more continue reading

From individual investors to institutions, investors are turning to ESG investing to marry performance with personal values

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Appetite for environmental, social and governance (ESG) strategies is on the rise, as investors increasingly recognise the opportunity to generate alpha through ESG, but for professional investors reporting and measurement... Read more continue reading