Investors watch out- high volatility will make a comeback says Instreet

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March witnessed a dramatic fall in equity market volatility compared to the first two months of 2016. However, don’t expect the lower levels of volatility to continue says George Lucas, managing... Read more continue reading

Scones or croissants? Brexit: The route to exit and key risks

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“I am not a British isolationist. I don’t just want a better deal for Britain. I want a better deal for Europe too.” —David Cameron, 2013 In the UK, there... Read more continue reading

Australians save for life’s ‘what if’s’ and chance their future

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Preparing for life’s ‘unexpected occurrences’ is a savings priority for many Australians while winning lotto is considered a possible funding strategy for retirement. According to the latest data from BT... Read more continue reading

When it comes to income, the goal posts have changed

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Financial advisors are engaged in a battle on behalf of their clients. It is a battle to generate enough income for a comfortable retirement. That might seem strange given cost... Read more continue reading

Perennial urges advisers to focus on active value investing with strong dividend and capital protection focus

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On the eve of its national adviser roadshow presentation in Newcastle, NSW, Perennial Value Management (Perennial) says domestic and international economic indicators support a strong case for active value investing... Read more continue reading

Changes to accountancy rules has ‘upside’ for SMSFs

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Suggestions that new entry and licensing requirements for SMSF auditors and accountants from 1 July would see many SMSF trustees wind up their funds because of rising costs are far-fetched,... Read more continue reading

For too long SMSF has been an amateur’s DIY project; reality is about to bite hard says John Wiseman

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Reflecting on the tsunami of issues about to engulf accountants and SMSF holders, industry consultant John Wiseman points to the impact it will have on costs and fees – one... Read more continue reading

Credit specialist launches aged care loan product

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Credit specialist, La Trobe Financial, is pleased to announce a new and innovative Aged Care Loan product further cementing its broad specialist product suite credentials. As the ageing population rapidly... Read more continue reading

It’s official: Unlisted property is #1 asset class

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Charter Hall Group has announced its Direct Property business continues to deliver market leading returns for investors with its funds holding five of the top 10 ranked positions in the Property... Read more continue reading

Battle of the giants: binding death benefit nomination vs reversionary pension

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Binding death benefit nominations and reversionary pensions are two means available to members of an SMSF to select who is to receive their death benefit. But what happens if a... Read more continue reading