Get MatchFIT for LIF with the Zurich DIET

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There is a growing concern that advisers are not adequately prepared and lack the knowledge of the remuneration changes due to take effect with the introduction of the Life Insurance... Read more continue reading

SMSFs can make a concessional transfer of property

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If the self-managed super fund (SMSF) is short on cash to roll over a member’s benefits it is possible for a member to transfer a property ‘in specie’ to another... Read more continue reading

Aged care – what you should know

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More people are living longer than ever before – and by 2060, a quarter of all Australians will be aged over 65. Our Aged Care system needs to keep changing... Read more continue reading

It’s time to include risk measures alongside super fund investment returns

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Superannuation funds are ignoring the impact of risk on returns when we all know there is a clear link between increased risk and expected future return. Unfortunately, when risk is... Read more continue reading

The ETF landscape of the future

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Australian investors continue to pour money into ETFs, with September breaking yet more records in terms of inflows and total ETF market cap. In this article, OpenMarkets examines the stellar... Read more continue reading

BetaShares helps investors navigate hybrids – launches first exchange traded Active Australian Hybrids Fund

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BetaShares, a leading Australian manager of exchange traded funds, has announced the launch of Australia’s first Active ETF that invests in hybrids – the BetaShares Active Australian Hybrids Fund (managed... Read more continue reading

Why does real estate outperform equities?

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Property outperforms equities over the long term Earlier this year, we spoke at the Bennelong Investment Forum. Our presentation included a number of charts, but for many, this one stood... Read more continue reading

Marriage equality: Remember to get expert advice on estate planning when tying the knot, says Equity Trustees

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With the survey result on marriage equality in (62% voted yes), and the prospect of wedding celebrations for same sex couples on the horizon, one of Australia’s largest independent executors... Read more continue reading

Growing consumer demand for ethical investing: 4 in 5 Australians prepared to switch funds

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9 in 10 Australians expect their superannuation or other investments to be invested responsibly and ethically, new research commissioned by the Responsible Investment Association Australasia (RIAA) has revealed. In an... Read more continue reading

Australian super funds bring derivatives into the mainstream

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Australian super funds are embracing derivatives to perform a wide range of investment functions, according to a new survey by risk management and retirement specialist firm, Milliman. The survey revealed... Read more continue reading