How an Investment Bond can help supplement superannuation

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Investment Bonds have benefits and features which are worthwhile evaluating as a way to supplement superannuation or even as an alternative tax-effective vehicle. Tax effective structure of Investment Bonds Investment... Read more continue reading

Australia ranked 6th globally for retirement outcomes: 2017 Natixis Global Retirement Index

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Australian retirees’ wellbeing is ranked number six in the world, according to new research from Natixis Global Asset Management. The 2017 Global Retirement Index (GRI), released yesterday by Natixis Global Asset... Read more continue reading

What is a managed account?

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Managed accounts represent the most recent addition to the range of managed investment portfolio solutions available in Australia. Managed accounts do not pool client assets for investment purposes; however, they... Read more continue reading

All over red rover?

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The sheer volume of funds flowing into passively managed investments suggests the active versus passive debate has been decided. Earlier this year, the Financial Times reported that “While outflows from... Read more continue reading

How can I make an impact with my investing?

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Impact investing is an investment approach that intentionally seeks to create both financial return and positive social or environmental impact that is actively measured. But there is a challenge in... Read more continue reading

Can a video will be admitted to probate?

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Donna is a widow and is 85 years old. Due to her deteriorating health, she is unable to attend her solicitor’s office to make a formal Will. So she decides... Read more continue reading

What can be done when an SMSF trust deed contains a mistake or typo?

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We often get asked by our clients, what can be done when their SMSF Trust Deed contains a mistake or typo. Formalities are necessary and a deed of rectification may... Read more continue reading

Xpress Super’s growth has it in the fast lane

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The low-cost SMSF administrator, Xpress Super, enjoyed 100% organic growth in the 2016-17 financial year, highlighting the growing demand by SMSF trustees to minimise their funds’ administrative fees. Xpress Super... Read more continue reading

BetaShares Half Year 2017 Australian ETF Review: Industry adds $3.6B in six months and sets new record FUM at $29.4B

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Strong net inflows in the first half of 2017 raised the Australian exchange traded fund (ETF) industry by 14% (or $3.6B), to end the half year on a new record... Read more continue reading

Enrich an investment portfolio with alternative alternatives!

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Diversification is a basic tenet of investment, and most investors have a mix of the traditional asset classes – equities, property and fixed income. The next significant cohort of investors,... Read more continue reading