Beware the dividend honeypot—the lesson of Telstra

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Shareholders burnt by Telstra’s dividend cut and spiralling share price should be wary of high yield shares with attractive dividends but shaky fundamentals. Telstra sparked an exodus of investors after... Read more continue reading

Retail and residential population growth – the impact of demographics on real estate

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Demographics really matter! The study of populations, how and where people move, is integral to real estate. Very little can stop the effect of demographics on the economy – it... Read more continue reading

Australian equities: Investors shift towards high conviction as core comes under pressure 

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Investor momentum towards high conviction Australian equity strategies is likely to continue as traditional core strategies come under increasing pressure from low cost quantitative and passive index offerings, according to... Read more continue reading

ARCO Absolute Return Fund added to Netwealth and HUB24 platforms

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ARCO Investment Management (ARCO) has confirmed that its Absolute Return Fund has been added to both the Netwealth and HUB24 award-winning investment platforms, giving more advisers and their clients access... Read more continue reading

SMSF member limit to increase from four to six

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One of the key changes from this year’s budget is the Government’s proposal to increase the maximum permitted number of members in a self-managed superannuation fund (SMSF) from four to... Read more continue reading

Managing wealth to objectives

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Objectives-Based Investing (OBI) or Goals-Based Investing describes not only an investment philosophy, but also a method of implementation that sets it apart from traditional financial planning. When I read about... Read more continue reading

TAL launches underwriting education initiative for advisers and their clients

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TAL, a leading Australian life insurance specialist, has launched a new underwriting education initiative designed to help advisers and their clients better understand the underwriting process and support TAL customers... Read more continue reading

UBS Asset Management annouces food based ESG project with Harvard University and Wageningen University and Research

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UBS Asset Management (‘UBS-AM’) has announced the launch of a sponsored research project with Wageningen University & Research (WUR) in the Netherlands and Harvard University, to develop an impact measurement... Read more continue reading

Buy property through SMSF in your 30s

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Omniwealth thinks that investors in their 30s are the perfect age to purchase property within an SMSF. Leaving such a major investment decision until your mid to late 40s may... Read more continue reading

Bankruptcy and SMSF trusteeship

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John and Mary are individual trustees of their SMSF. John has incurred quite a substantial amount of unmanageable debts and recently entered into a voluntary bankruptcy. John is unsure what... Read more continue reading