In the AI age, active managers making smart human decisions will win

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Summary One of the pleasures of getting older is that you start to have proper grown-up conversations with your children. Recently, one of my daughters started her first job, which... Read more continue reading

SMEs unprepared for business interruption, MetLife report finds

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Over a third of small to medium enterprises (SMEs) do not have a succession plan in place and almost half say their business would only be able to operate for... Read more continue reading

Debt ridden estates can cause challenges for executors

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Managing the debts in deceased estates is an increasingly complicated area for executors and family members to deal with, and it is important they are aware of their responsibilities and... Read more continue reading

Diversification fuels continued cash flow: ETF investors undeterred by market volatility

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The Australian ETF market attracted $1.8 billion in new cash flows in the third quarter of 2018, the highest quarterly cash flows for the year to date, according to Vanguard’s September... Read more continue reading

When gifting your estate, why stop at grandchildren?

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Just how many generations of your descendants should you consider in your Will and is there an easy way to do it? No one has ever said that to me... Read more continue reading

Work test exempt contributions (aka ‘last drinks contributions’) details now released

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In the 2018 May Budget, the Government announced the proposal to allow individuals who are recent retirees and who have attained age 65, to make last chance voluntary contributions by... Read more continue reading

Voluntary super contributions ease

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Voluntary superannuation contributions have eased slightly after approaching record highs as super members appeared to take a breather after riding the bull market of recent years. The latest data from... Read more continue reading

Global themes in a tech driven world

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In a recent series of presentations to advisers in Australia, industry veteran Epoch’s CEO and co-CIO Bill Priest, discussed the new world order, in which bits replace atoms, tech is... Read more continue reading

Over $5m in super released for first home buyers scheme

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In the period from 1 July 2018 to 6 August 2018 taxpayers have made 1,449 requests to the ATO under the first home super saver scheme, FHSS. These are called... Read more continue reading

Vanguard expands ETF line-up offering low cost access to International Infrastructure and Global Small Companies

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Vanguard Australia has announced the upcoming launch of two new exchange traded funds (ETFs), offering investors exposure to International Small Companies and Global Listed Infrastructure, and further building out the... Read more continue reading