Beyond the conflict, we see solutions

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It has been 50 years since the start of what is locally called ‘The Troubles’—a civil war in Northern Ireland that over a 30-year period lead to the death of... Read more continue reading

ATO plays hard with late lodging SMSFs

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It seems that the ATO will change the status of SMSFs which fail to lodge their SMSF annual returns by the due date (subject to a 2-week grace period) from... Read more continue reading

Planning mistakes blended families make – planning for retirement more than financial

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Six planning mistakes for blended families to avoid Blended families should take a holistic approach to estate planning and how they pass on their wealth, because getting it wrong can... Read more continue reading

When sustainable practices yield sustainable profits

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A recent research study from Charles M. Williams Professor of Business Administration at Harvard Business School George Serafeim, conducted in collaboration with Calvert Research and Management, examined about 3,800 companies... Read more continue reading

Investing for retirement just got harder: thankfully dividends are still coping with negative interest rates

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Investors, and particularly Australia’s 3.8 million retirees, should review their income generating investment strategy in light of the RBA’s third  rate cut decision, according to Australian funds manager Plato Investment... Read more continue reading

Household Capital offers lowest rate reverse mortgage in Australia

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Household Capital, an independent, specialist retirement funding provider, yesterday announced it will further reduce its interest rate, passing on today’s RBA rate cut in full. Household Capital has reduced its... Read more continue reading

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