The investment challenge – balancing longevity and sequencing risk for Australian investors

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For many Australians, the primary goal of investing is to accumulate sufficient assets to fund a comfortable retirement. Whether it’s joining the grey nomads travelling the Australian countryside, seeing more... Read more continue reading

Professional fund buyers anticipated the return of volatility but they are split over the impact on portfolios

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While some investors may have been surprised by turbulent markets at the start of 2018, professional fund buyers have been expecting a spike in volatility for quite some time. Almost... Read more continue reading

The game-changer is here: BetaShares Australia 200 ETF (ASX: A200), now trading on the ASX

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The world’s lowest cost Australian shares ETF[1] yesterday started trading on the ASX. BetaShares Australia 200 ETF (ASX: A200) provides investors with exposure to 200 of the largest companies listed... Read more continue reading

Is infrastructure a bond proxy?

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Inflation looks to be very slowly emerging from a long slumber and interest rates are heading north. This has significant implications for the world’s economy and global equity markets. For... Read more continue reading

Estate planning in 2018

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There’s nothing certain in life but death and taxes, so the adage goes…however, another certainty is change – particularly when it comes to the financial services regulatory landscape. In the... Read more continue reading

Mortgage brokers anticipate more business will go to smaller lenders

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An overwhelming proportion of mortgage brokers anticipate selling more home loans from smaller and regional banks to their clients this year, according to the latest MyState Bank survey of its... Read more continue reading

Zurich rolls out lifestyle program to new customers

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Zurich has commenced rolling out its new mobile app-based lifestyle program, ‘Loving Life’ to all new retail life insurance policyholders. The exclusive program gives members access to more than 4,500... Read more continue reading

UniSuper brings advice to members with branded on-campus centres

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UniSuper, the $66 billion superannuation fund for the higher education and research sector, has opened its first on-campus shop fronts, giving members direct and simple access to its broad range... Read more continue reading

BlackRock’s cross-listed iShares to be restructured as Australian funds

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BlackRock is proposing, subject to investor approval, to simplify the way fourteen of our iShares ETFs are offered on the Australian Securities Exchange (ASX). The ASX offer of these fourteen... Read more continue reading

Borrowing by SMSFs is under attack

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Changes to APRA standards have moved the goal posts for SMSFs borrowing to buy real estate. The problem is we’re late in the second half. Acquiring property through a SMSF... Read more continue reading