Superannuation strategies for all ages

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Jonathan Philpot Regardless of their age, people should consider some simple strategies to help maximise their superannuation balance for when they retire, says Jonathan Philpot, wealth management partner at HLB... Read more continue reading

Survival strategies for market turbulence

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The fear of losing retirement savings sees many people move their superannuation to cash investments in preparation for this new phase of life. The experience of those who retired in... Read more continue reading

7 Reasons Why ASIC’s $200,000 minimum for an SMSF is not in the client’s best interest

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While there are a number of useful features of ASIC’s new guidance papers on SMSF advice (Information Sheets 205 and 206) , comments relating to the preferred minimum for an... Read more continue reading

Europe’s consumer-led recovery not just about the oil price

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Consumer spending in the euro area is now growing at its fastest since 2007. Lower oil prices have helped but are only part of the story, in our view. There’s... Read more continue reading

SMSF administrators ‘offer value for money’

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The evidence shows that the vast majority of service providers to the SMSF sector are offering value for money, says Olivia Long, CEO of the SMSF administrators Xpress Super and... Read more continue reading

Clients want a needs-based advice model from their financial advisers – AIA Australia

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Financial advisers should segment clients based on their needs to deliver better outcomes for their clients and their business, according to new research launched yesterday from leading life insurer AIA Australia.... Read more continue reading

Zurich life insurance now offered on Praemium’s award-winning SMA platform

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Praemium and Zurich Life & Investments are pleased to announce a partnership that will see Zurich’s suite of life insurance solutions offered as an option on Praemium SuperSMA, the retail... Read more continue reading

Findex launches commission-free life insurance

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The Findex Group, Australia’s leading, independently owned provider of wealth, accounting, and risk protection advisory services, with over $17 billion under advice, has announced all new life insurance policies recommended... Read more continue reading

Comparing XTBs and Hybrids

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Comparing Exchange Traded Bond units (XTBs) with other investments in the fixed income world. In this paper we look at how XTBs and Hybrids compare and contrast. The first Classes... Read more continue reading

AMP SMSF acquires Justsuper

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AMP SMSF has announced the acquisition of SMSF administration business, Justsuper, continuing to grow its market share in Australia’s $500 billion SMSF sector. Effective immediately, AMP SMSF has wholly acquired... Read more continue reading