How Australian super funds can maximise returns from emerging markets

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The US fund manager Parametric has drawn up a five-point checklist to assist superannuation funds targeting returns from emerging market equities. Parametric’s Australian Managing Director, Research, Raewyn Williams, says super... Read more continue reading
13 Dec 2016

Leading asset manager asks, “Is there a chance of an emerging market crisis under the Trump Presidency?”

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Following the U.S. election, the dollar strengthened against many currencies while emerging markets experienced periods of tightening liquidity and volatility. Richard Lawrence, Senior Vice President, Portfolio Management at Brandywine Global... Read more continue reading
13 Dec 2016

Bricks and mortar can add value to a diversified portfolio

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Portfolio diversification is one of the central tenets of modern portfolio theory. Along with fixed income and equities, both domestic and global, property is considered an essential inclusion in a... Read more continue reading
12 Dec 2016

Investment potential of agriculture ‘untapped’ in Australia

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Australian investor portfolios currently have a relatively low exposure and therefore limited potential to take advantage of the growing agricultural sector, according to a whitepaper by BetaShares, a leading manager... Read more continue reading
09 Dec 2016

Investment bonds a tax effective superannuation alternative

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With superannuation reforms announced in the Federal Government’s 2016-17 Budget being realised, it is imperative that people consider ways to achieve a tax effective retirement income outside the superannuation system,... Read more continue reading
08 Dec 2016

Endangered first home buyers in crosshairs

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The September quarter edition of the Adelaide Bank/Real Estate Institute of Australia Housing Affordability Report shows a slight decline in housing affordability nationally with the proportion of median family income... Read more continue reading
08 Dec 2016

Utilising Investment Bonds to maximise your age pension entitlements post 1 January 2017

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Overview From 1 January 2017, there are changes to the assets test taper rates and thresholds; this means many couples and individuals could lose part or all of their age... Read more continue reading
07 Dec 2016

Did you know that the terms of a Will can be changed – or even ignored?

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If the deceased’s Will conflicts with the family’s current circumstances or with the wishes of the beneficiaries they can take steps to change it. There are many reasons why such... Read more continue reading
06 Dec 2016

Seniors need to carefully consider their options under the new Assets Test

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Seniors should consider their situation carefully if they find their Age Pension has been adversely impacted by the new Age Pension Assets Test that comes into effect on January 1,... Read more continue reading
06 Dec 2016

Changes to superannuation – the end of unlimited, tax effective superannuation

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“Now that the Government has finalised legislation for super reforms, there is some certainty over the changes that will come into place on 1st July 2017. “What the legislation shows... Read more continue reading
30 Nov 2016