BetaShares launches bespoke Asset Allocation and ETF Model Portfolio Service for Australian financial advisers

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In response to adviser demand, leading exchange traded fund manager BetaShares has launched an Asset Allocation and ETF Model Portfolio Service for its financial adviser clients. The service comprises a... Read more continue reading

Why a diversity of income streams makes sense now

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Michael Allison, Equity Portfolio Manager at Eaton Vance, a global investment management firm, believes that diversification of income sources may help satisfy investor needs in today’s low- and negative-rate environment.... Read more continue reading

The case for global equity income investing

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The recent decision by the RBA to lower the cash rate .25 basis points has some investors re-evaluating their current income strategies. In the search for income, one of the... Read more continue reading

Key findings of the Investment Trends 2016 SMSF Accountant Report

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SMSF accountants struggle to meet 30 June Australian Financial Services License deadline Newly licensed accountants have strong appetite for education. Fund Managers and brokers have an opportunity to step up... Read more continue reading

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