ETF industry grows by $1 billion in one month: BetaShares September 2017 Australian ETF Review

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The Australian ETF industry recorded another strong month of growth, soaring to a record high of $32 billion in funds under management (FuM), an increase of 3.5% (or $1076 million)... Read more continue reading

Local Government Super wins Infinity Award for the sixth time

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Local Government Super (LGS) has won the SuperRatings Infinity award for the sixth time, cementing its position as the industry leader in responsible and sustainable investment. LGS Chair, Bruce Miller,... Read more continue reading

Super does not lose you money

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“I don’t want to invest into super. My friends lost money investing in super during the GFC.” This was a conversation I was having with a new client this week.... Read more continue reading

An EPOA should always be considered in the wider context of an estate plan

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An Enduring Power of Attorney (EPOA) is a document where a principal (a person or company) appoints an individual or individuals (called the attorney) to act for the principal in... Read more continue reading

Rethinking the adequacy of retirement planning

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When taking into account the costs of aged care, the current retirement planning approach taken by many advisers may fall short of predicting the real retirement income needs and leave... Read more continue reading

What is in an SMSF name change? Quite a lot actually…

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Townsends Lawyers often receives enquiries from clients who wish to change the name of their SMSF, due to a number of reasons, and are now wondering how to make sure... Read more continue reading

Accountants had a duty to keep the BDBN safe and duty to bring to attention of SMSF trustee that they held the BDBN – Court case

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A significant decision has been handed down by the South Australian Court of Appeal. The critical issue was whether a binding death benefit nomination (BDBN) was valid. If valid, then... Read more continue reading

Choose your own retirement

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Successive governments have pushed out the age at which Australians can access superannuation and aged pension benefits, which for many, delays the age at which they can retire. In this... Read more continue reading

Super funds: Learn more about members or risk regulatory intervention

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The prudential regulator has warned super fund trustees to provide concrete evidence that they understand what their members want before making decisions on their behalf. The call was made by... Read more continue reading

Life insurance advice is challenging, and insurer and technology provider initiatives are more vital than ever

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In its ninth year, the Investment Trends 2017 Planner Risk Report provides an in-depth study of Australian financial planners’ advice on life insurance. The latest edition is based on a... Read more continue reading