Interesting trends in HNW asset allocation highlight investment cycle

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At Forza Capital, the team spends a lot of time speaking to both real estate agents and investors. There is no substitute for being at the ‘coal face’ for eliciting... Read more continue reading

Tips and traps appointing a corporate trustee for an SMSF

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There are very few SMSF specialists who don’t think that having a company as the trustee of the fund is preferable to having the members act as trustees individually. But... Read more continue reading

BetaShares March 2018 Australian ETF Review: Sharemarket declines end 13-month growth run

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ETFs continued to attract net inflows in March, but weaker Australian and global equity markets pushed overall funds under management (FUM) below February’s peak, according to theBetaShares Australian ETF Review... Read more continue reading

Debunking ESG myths in Emerging Market Debt

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Investors often discount the importance of environmental, social and governance (ESG) analysis in Emerging Market Debt (EMD) investing, based on perceptions that emerging market governance is inherently weak or that... Read more continue reading

Winners and losers from real estate tech disruption

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AMP Capital Head of Real Estate Research Luke Dixon investigates options for landlords to disrupt the disrupters in real estate In Sydney on Valentine’s Day 700 bunches of flowers were... Read more continue reading

“Open super” an opportunity for smart super funds

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The superannuation industry should prepare for an “open super” regime in the next few years, in light of current moves towards “open data” and “open banking” and the fundamental shift... Read more continue reading

Milliman analysis: Home downsizing scheme to help older Australians with smaller super balances

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Milliman, Inc., a premier global consulting and actuarial firm, has released research that found a new scheme aimed at encouraging older Australians to downsize their homes is likely to help... Read more continue reading

TAL partners with Remedy Healthcare to provide added support option for customers on claim with depression or anxiety

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TAL, Australia’s leading life insurance specialist, has announced a new partnership with Remedy Healthcare, a leader in innovative healthcare. The partnership will see TAL introduce Remedy Healthcare’s ‘MindStep’ program to... Read more continue reading

Four quick tips to maximise your superannuation

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Four Corners recently televised an excellent report on the Australian Superannuation system. The numbers are impressive. Australia now has the fourth largest pool of superannuation monies in the world topping just... Read more continue reading

A game-changer: BetaShares to launch world’s lowest cost Australian shares ETF

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BetaShares, a leading Australian ETF manager, has made investing in Australian equities significantly cheaper and easier for all investors, announcing it will launch the world’s lowest cost Australian shares ETF[1],... Read more continue reading