Seek alternatives to bank stocks

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Investors need to look at alternatives to bank stocks for both yield and growth, argues David Bryant, chief executive officer of Australian Unity Investments. “Banks are getting a lot of... Read more continue reading

SMSF Trustee fined $40,000 for 30 separate breaches of SIS Act … a new benchmark for Trustee fines

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A Trustee of the Felix Super Fund has been fined $40,000 for over 30 separate breaches of the SIS Act and has been ordered to pay the ATO’s costs of... Read more continue reading

AMP launches financial adviser support site for insurance

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AMP has launched an adviser support website offering a one-stop site for financial advisers on all things insurance, including a range of tools and support initiatives. The specialist website is... Read more continue reading

Regulation and demographics: Two factors behind the rise of sustainable investing

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Investors globally are becoming more engaged with the environmental, social and governance (ESG) factors that affect the well-being and smooth functioning of the global economy and markets. The widespread endorsement... Read more continue reading

Smart beta to become mainstream investment choice

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Smart beta investing will become more prevalent in portfolios and most believe it will outperform active strategies according to VanEck’s survey of Australian financial advisers and brokers on smart beta... Read more continue reading

Volatility in portfolio erodes retirement savings, shows new research

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It gives them a “rough ride” in the accumulation and retirement stages of their plans, and produces lower return than the same strategy would with less volatility. This is the... Read more continue reading

3% is the new 5% for the Australian cash rate

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Over the past five years, the Reserve Bank of Australia (RBA) has cut the cash rate from a high of 4.75% in 2011 to a low of 1.50% in August... Read more continue reading

SMSF trustees ditch equities in favour of property and cash

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SMSF trustees have diversified away from international and domestic equities, instead favouring property investments and opting to hold more in cash reserves, according to the SuperConcepts SMSF Investment Patterns Survey.... Read more continue reading

Don’t let your investments fall at the final hurdle

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With the Olympics starting this week, AMP Capital is forecasting its gold, silver and bronze-medal winning investments in this low interest rate environment. In line with AMP Capital’s forecasts, the... Read more continue reading

Investors disappointed but still some reasons to remain optimistic

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Investors were disappointed after the Bank of Japan’s latest efforts to stimulate the economy failed to excite market participants; the US reported weak second-quarter GDP data; and oil prices took... Read more continue reading