UniSA and Domacom release property crowdfunding report

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Prepared by academics from the University of South Australia, in partnership with DomaCom, the Property Crowdfunding Report on Australian Investor Perspectives 2016/17, was released last Friday. Property crowdfunding is relatively... Read more continue reading

“Australia’s Death-Tax by Stealth” – can it be managed?

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The removal of anti-detriment payments, announced in the Federal Budget and effective from 1 July 2017, will have a profound effect on non-dependant beneficiaries receiving death benefit payments from un-taxed... Read more continue reading

Ten things you need to know about Zurich’s Life Risk Update

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On May 15 Zurich announced a major revamp of its life insurance offering. Here’s an outline of ten things you need to know about the changes that have been made. 1.... Read more continue reading

Don’t overlook contribution opportunities for employees

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The 2017 superannuation changes provide new opportunities for employees to finance their insurance needs. The new regime changes include the welcome abolition of the ‘10 per cent rule’. This rule... Read more continue reading

Budget changes are “on for young and old”

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The 2017 Federal Budget contained several proposals that will raise people’s engagement with their super. When contrasted with the 2016 Federal Budget, the changes in the most recent Budget were... Read more continue reading

10 reasons ESG investing is growing

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According to the Global Sustainable Investment Alliance, over $22 trillion of assets were managed under responsible investment strategies globally in 2016, up 25% from two years before. This is one... Read more continue reading

The case for global share investing – changing the world, unchanging principles

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If you’ve noticed that your portfolio is mainly comprised of Australian investments, you’re not alone. Most Australians tend to invest ‘at home’. There are reasons why this happens – Australian... Read more continue reading

ANZ Wealth launches video series to demystify insurance

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ANZ Wealth yesterday announced the release of a video series designed to support advisers and superannuation funds help their clients understand how they can make the most of their insurance cover.... Read more continue reading

Estate planning in the post 1 July 2017 world

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Investors spend a lifetime saving and building their wealth. Without an effective and up-to-date estate planning solution, families can face a range consequences upon the death of a parent. This... Read more continue reading

The importance of Pre-open Pricing

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Managing an orderly market and ensuring that share prices cannot be manipulated are essential to the smooth operation of securities exchanges globally. In Australia, the securities exchanges operate from 10:00am... Read more continue reading