Stronger Super not yet tax efficient

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Superannuation funds are largely ignoring the “Stronger Super” reform that embedded after-tax investing obligations into superannuation law, says global implementation specialist manager Parametric. Raewyn Williams, Managing Director of Research, Parametric Australia,... Read more continue reading

Professional fund buyers favour active management to deliver on return targets despite market volatility and uncertainty

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The global survey of 200  fund buyers – responsible for selecting funds included on private bank, insurance, fund-of-fund and other retail platforms – found that more than eight in ten... Read more continue reading

Why renewables are the solution for Australia

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A new briefing note published yesterday finds that renewables are the lowest cost, sustainable solution for Australia’s energy policy crisis and potentially one of Australia’s largest export industries of the... Read more continue reading

Investment Trends releases latest Planning Software Benchmarking Report

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Leading research firm Investment Trends has released its 2018 Planning Software Benchmarking Report, an in-depth study of the planning applications used by Australia’s financial planners. The report benchmarks the key... Read more continue reading

Super industry consolidation moving faster than ever

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Consolidation in the superannuation industry is happening faster than ever, and those funds looking to merge must ensure the process is conducted with the needs of members remaining top of... Read more continue reading

Dividends, here and overseas, rose in first quarter

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Dividends across developed markets rose strongly in the first quarter of this calendar year, according to research by Plato Investment Management. “Global dividends grew 19% to $A510 billion in the... Read more continue reading

US ETF industry gets more active

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Relaxation of disclosure regulations in the United States could see the Exchange Traded Fund (ETF) market, especially actively managed ETFs, expand rapidly in the US and in Australia, according to... Read more continue reading

Teachers & nurses’ super fund tops league table

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Catholic Super – the $9.6 billion industry fund growing retirement savings for many teachers and hospital workers – has topped a league table, returning a high 10.49 per cent over... Read more continue reading

ATO – Key superannuation thresholds for 2019/20

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The ATO has released some of the key super thresholds for the 2019/20 financial year. Transfer Balance Cap This cap is $1,600,000 and is unchanged from the 2018/19 financial year.... Read more continue reading

The conversation – talking risk with clients (Part 1)

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Risk advice is an integral part of a financial plan, yet for many clients – and often, their advisers – it’s not a comfortable conversation. After all, who wants to... Read more continue reading