Liquidity fears may prompt a market rethink

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Liquidity continues to be an ongoing concern for fixed income participants and market regulators globally. Recent high profile failures of funds run by Third Avenue Management, Stone Lion Capital Partners... Read more continue reading

Pengana brings a ‘quantamental’ approach to Australian investors

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Australian financial advisers were this week introduced to a modern investment approach to help investors tackle the twin challenges of market volatility and low growth rates: quantamental investing. Local fund... Read more continue reading

Accountants protect their right to provide SMSF advice

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Thousands of accountants providing advice on the establishment of an SMSF face a potential compliance gap as changes to financial advice regulation come into effect after 30 June this year.... Read more continue reading

A fundamental approach to managing volatility

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Ever since the Global Financial Crisis (GFC) of 2007-2009, investors have sought ways to avoid the high levels of market volatility experienced during those years. In this article, GSFM explores... Read more continue reading

Budget puts paid to tax friendly super strategies for the wealthy

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“The 2016 Federal Budget made it clear that the Government’s changes, if passed into legislation, will force wealthier investors to consider alternative investments to complement their super when it comes... Read more continue reading

And now the good news about super changes…

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There were some significant positives for superannuation in the 2016 Budget that have been overlooked in media coverage, says Braith Morrow, superannuation specialist and Advice Standards Manager at Findex. Morrow... Read more continue reading

Budget superannuation bright spot to help Aussie retirees retain homes and avoid downsizing

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Homesafe Solutions MD and Founder Mr Peter Szabo welcomes the announcement in this month’s Federal Budget of the removal of the current restrictions on people aged 65 to 74 from... Read more continue reading

In Australia, play the hand you are dealt

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As interest rates continue to fall in Australia, investors may want to take their cue from the Reserve Bank of Australia (RBA). At the time of its monetary policy meeting... Read more continue reading

Don’t panic: tax effective retirement income still an option

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While the changes to superannuation in last week’s Federal Budget caught many by surprise, there are well-established options to help people achieve a tax effective retirement income, says Matt Walsh,... Read more continue reading

Contractual liability insurance

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Historically, contractual liability cover has been hard to obtain – especially blanket cover and until recently, it was generally unaffordable for many SMEs. The good news is that a small number... Read more continue reading