Central bank intervention poses challenges for global fixed income funds says Zenith

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Global Fixed Income managers have been challenged to navigate an ever volatile investment landscape due to divergent central bank policy and dislocations in global high yield, according to Andrew Yap,... Read more continue reading

Wife who murdered husband can’t claim on estate

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In the recent case of Edward v State Trustees Limited [2016] VSCA 28 a wife who killed her husband in self-defence was not allowed to receive her husband’s estate under... Read more continue reading

TAL Health Sense Roadshows a good start to the day for Advisers

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The TAL Health Sense: Fit for Life Roadshows kicked off in Brisbane on Friday 11 March to a full house over a healthy breakfast to start the day. TAL General... Read more continue reading

The good, the bad and the likely: What the Government will – and could – consider in the upcoming Federal Budget

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The 2016 Federal Budget is only a few months away. While tax reform is likely to be on the menu for Budget night, there are also other areas that are... Read more continue reading

Australian Catholic Superannuation & Retirement Fund first Australian superannuation fund to appoint Parametric for Tax-Managed Indexing Strategy

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Australian Catholic Superannuation & Retirement Fund (ACSRF) has appointed the U.S. investment manager Parametric to implement a tax-managed indexing (TMI) strategy for a portion of its international equities portfolio. It... Read more continue reading

BlackRock Investment Institute capital market outlook

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The BlackRock Investment Institute says its five-year return assumptions for equities and bonds are near post-financial crisis lows, in its latest “capital market assumptions” report. BII capital market assumptions cover... Read more continue reading

The rates war

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The aftermath of the global financial and sovereign debt crises have left economies worldwide struggling to find their footing. After years of government intervention, such as Quantitative Easing (QE) programs,... Read more continue reading

First home loan size drops as house prices ease

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A drop in the number of home loans taken in January and a big fall in the average loan size taken by first home buyers given falling or easing house... Read more continue reading

Leveraged tops for overall satisfaction in margin lending

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The release of the latest Investment Trends Margin Lending Report surveying financial planners has been welcomed by David Arnold, Head of Leveraged. Leveraged took the lead in both planner satisfaction... Read more continue reading

The power of disappointed beneficiaries – Why estate planning is fundamental to your offer

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Estate planning is an area of advice that is often underestimated and addressed with two uninformative and basic questions: ‘Do you have a Will?’ and ‘Is your Will valid?’ This... Read more continue reading