Insurers ready to increase risk exposure as macroeconomic concerns abate

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Despite challenging market conditions and profitability remaining under continued pressure, insurers are in a relatively upbeat mood and ready to take on more risk, according to a study commissioned by... Read more continue reading

Listed investment trusts – a listed growth story

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Led by exchange traded funds (ETFs), listed investments have experienced significant growth over the last decade, a period which coincides with the end of the global financial crisis (GFC). In... Read more continue reading

The changing face of demographics and why economies should care

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Summary In 2011 a dramatic shift occurred throughout the developed world — working age populations began a multi-decade decline. Demographic shifts like this in an economy can have profound effects,... Read more continue reading

Equity bull run leaves many over exposed and under-diversified

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The bull run in Australia’s equity markets has been a magnet to investors with an appetite for simple, cheap and passive investment products, but this approach has led many to ignore the... Read more continue reading

Can you really disentitle a person from your Will?

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Does violence towards the deceased end the relative’s chances of a successful claim against the Will? It doesn’t matter what sort of ‘family’ unit you have – nuclear, blended or... Read more continue reading

Australian ETF industry breaks $40 billion barrier: BetaShares August 2018 Australian ETF Review

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Australia’s ETF industry has reached a new record high of $41.5 billion in funds under management (FUM) after an impressive month of growth, according to the BetaShares Australian ETF Review –... Read more continue reading

Limited capacity clients and their estate plans

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Advisers can face many challenges when working with clients who they believe may have limited capacity. What does it mean to be mentally/legally incapable? What is the test that is... Read more continue reading

So, what happens when your interest-only loan expires?

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Borrowers need to be ready for the cash flow effects of moving from interest-only loans to generally higher repayments on principal & interest loans. Omniwealth Finance suggests that borrowers work... Read more continue reading

Australia ranked 6th globally for retirement outcomes in 2018 Natixis Global Retirement Index

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Australian retirees’ wellbeing is again ranked 6th in the world for the third year running, according to new research from Natixis Investment Managers. Australia’s ranking is largely attributed to an... Read more continue reading

Reporting season dominated by cost pressures and high P/E- What does this mean for investors?

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The current Australian reporting season has largely overlooked the fundamentals, instead rewarding stocks with high P/E ratios regardless of lackluster earnings, according to the active equity specialist Martin Currie, an affiliate of... Read more continue reading