AMP launches resource hub to help advisers get LIF ready

From

AMP’s insurance business has launched a Life Insurance Framework (LIF) resource hub featuring a range of tools to help advisers prepare for the legislation taking effect from 1 January 2018.... Read more continue reading

Investing in the age of decumulation: AXA IM

From

Income investors can implement a low-carbon strategy without sacrificing income, according to new research from AXA Investment Managers (AXA IM). Hosting a series of roundtables for Australian institutional and wholesale... Read more continue reading

Downsizing retirees can boost superannuation with home sale

From

People over 65 will be able to make an additional contribution to super provided they sell their house to do it. This measure was part of the May 2017 budget... Read more continue reading

Managing interest rate risk with an absolute return approach

From

Objective assessment As key global central banks tentatively turn toward monetary policy normalisation, the prospect of a prolonged period of rising interest rates has left some investors questioning the merits... Read more continue reading

Lower investment returns stretch SMSF investment goals

From

A weaker investment outlook that indicates returns will be lower for longer means SMSF retirees need more savings to achieve their retirement goals. The amount needed for a 65-year-old SMSF... Read more continue reading

How can a young couple build a 40% home deposit?

From

Sadly, young couples and individuals in their 30s are dropping out of home ownership due to steep price rises in Sydney and Melbourne. For young Australians, one of the biggest... Read more continue reading

Research highlights super funds missing after-tax focus with factor investing

From

New Parametric research highlights the misconception that factor investing is naturally tax efficient and identifies potentially significant tax drag associated with new factor strategies. Research co-author, Parametric’s Seattle-based Chief Investment... Read more continue reading

TAL equips advisers to better understand cancer

From

TAL, Australia’s leading life insurance specialist, has launched a new education course that prepares financial advisers to better understand cancer conditions and give their clients the best possible support. Run... Read more continue reading

Can you revoke a will with a file note?

From

A recent Tasmanian Supreme Court case considers this question: Wills can be revoked in a number of ways, typically by creating a later Will or executing a document to that... Read more continue reading

Estate planning benefits can make a low-balance SMSF worthwhile

From

As estate planning and SMSF specialists, would we advise a client to set up a self-managed super fund (SMSF) in order to achieve a better estate planning outcome? Even if... Read more continue reading