China’s policies and fundamentals converge

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Given all the negative commentary about China at the moment, it’s difficult for many investors to get a balanced perspective on the risks and opportunities there. Our bottom-up research, however,... Read more continue reading

Big end of town ignoring key person risk

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Sydney-based financial planning company, CSP has just written a $60 million key person insurance policy – believed to be the largest in Australian history – for a global corporation entering... Read more continue reading

Group Claims Experience Study 2015

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Rice Warner is pleased to announce that it has released its inaugural and unique industry study the Group Claims Experience Study 2015. The Rice Warner Group Insurance 2010 to 2013... Read more continue reading

SMSF portfolios testing risk tolerance levels

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Self-managed superannuation funds (SMSFs) may be investing in more growth assets and exposing their portfolios to more investment risk than they might be comfortable with, according to investment expert Paul... Read more continue reading

Legislative changes to Victorian Enduring Power of Attorney

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Thinking of making an enduring power of attorney? Be aware that there has been some recent changes to the law for enduring powers of attorney made in Victoria since 1... Read more continue reading

New partnership gives advisers a step up in aged care advice

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Centuria Life, the investment bonds division of Centuria Capital, yesterday announced a new initiative to support the delivery of expert financial advice in the complex and growing area of aged care.... Read more continue reading

SMSF cash investments at record high despite lower rates

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Self-managed superannuation funds (SMSFs) allocated record amounts into Australian cash investments in the June quarter of 2015 despite falling interest rates, but virtually ignored overseas assets, despite returns being pumped... Read more continue reading

Implications for advisers: Duty of Disclosure

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The decision in the case of Commonwealth Financial Planning Ltd v Couper, where the presiding bench made broader comments about appropriate advice, has significant implications for advisers when advisers, albeit... Read more continue reading

What happened to global inflation?

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“The U.S. inflation in the first half of the year was probably ‘‘markedly lower’ than reported, but policymakers are unlikely to set interest rates incorrectly as a result, according to... Read more continue reading

Synchron: Lobby for clawback change

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Synchron is calling on the advice community to lobby for change to the clawback provisions of the Life Insurance Framework (LIF). Director Don Trapnell said that while a fresh appraisal... Read more continue reading