ETFs continue to soar in Australia and globally: BlackRock predicts global bond ETF assets to double to US$2 trillion by 2024

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In a year plagued with market volatility risks, investors have continued to look to exchanged-traded funds (ETFs) to access liquidity and diversify risk. According to Christian Obrist, Head of iShares... Read more continue reading

More super funds set to cut investment return targets in response to rising secular headwinds

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About one-quarter of MySuper funds have cut their investment return goals over the past three years and more are likely to follow in the face of rising uncertainty, according to... Read more continue reading

Why equities for income?

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Income is traditionally associated with term deposits and fixed income among more defensive assets, and with real estate and the traditional concept of high dividend shares among growth assets. In the last 20-years,... Read more continue reading

Related party loan to SMSF – when is a loan not a loan?

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John is the sole member of his SMSF and is the sole director of the fund’s corporate trustee. After seeking financial and tax advice on the benefits of owning a... Read more continue reading

Franking credit opportunity before 30 June for share fund investors

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The end of this Financial Year presents savvy Australian share fund investors with the opportunity to top up their franking credits pool and reduce their tax bill. Franking credits collected... Read more continue reading

The fourth pillar of retirement funding

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Australia’s retirement income policy has been traditionally framed as having three pillars: superannuation, non-superannuation savings and the Age Pension. However, for many Australian baby boomers these three pillars provide inadequate... Read more continue reading

TAL seeks to highlight the ‘human’ side of life insurance support in new brand campaign

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TAL, a leading Australian life insurance specialist, has launched a new brand campaign this week aimed at changing the way Australians view the role of life insurance. The campaign, which... Read more continue reading

Brace yourselves: A claim against your Will is coming

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It seems that along with dragons and Westeros, the idea that a person has substantial discretion in how to gift their estate on their death is a myth. Those left... Read more continue reading

AFI bond managers strongly positioned to navigate unchartered territory

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In an environment where macroeconomic and geopolitical uncertainties have weighed heavily on investor sentiment, Australian Fixed Interest (AFI) bond managers have continued to demonstrate their resilience and produce strong risk-adjusted... Read more continue reading

Changes to Pensioners Loan Scheme set to boost retiree bank balances

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Federal government changes to the Pensioners Loan Scheme allowing retirees to boost their income through a reverse mortgage on the family home are about to come into effect in the... Read more continue reading