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

Australian superfunds need to address the ‘black box’ of equity trading

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Superannuation funds need to throw a bright spotlight on the cost of trading their portfolios, says Raewyn Williams, head of research of the Australian arm of the U.S. fund manager... Read more continue reading

Asian medium and long-term drivers still on track

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Asian equity markets have been tough since mid-2015, prompted by fears over China’s slowing growth. In September, global investors withdrew more than USD 50 billion, the biggest redemption ever recorded... Read more continue reading

Local Government Super becomes RIAA certified

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Local Government Super (LGS) has announced it has been certified as a responsible super fund by the Responsible Investment Association Australasia (RIAA), the peak industry body representing responsible and ethical investors... Read more continue reading

RIAA’s Responsible Investment Certification Program re-launches and welcomes its first ever Certification of whole superannuation funds

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Responding to the surging consumer interest in responsible and ethical investments, RIAA has announced the re-launch of its Responsible Investment Certification Program – a tool designed to help consumers and... Read more continue reading

Liquidity flows: Economic cycle still on sustainable path

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The US economy has faced persistent fears of setbacks, but the recovery continues to move forward. Our proprietary liquidity indicator suggests that the economic cycle remains on solid ground and... Read more continue reading

SMSF sector needs to be very wary of digitally signing trust deeds

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Peter Townsend is recommending that SMSF trust deeds signed electronically in the eastern states are revisited and signed with a wet signature on an actual deed document as required by... Read more continue reading