Australian investors should rethink risk, avoid ‘yesterday’s winners’

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Franklin Templeton Investments has cautioned Australian investors that increasing allocations to passive strategies may limit their ability to grow their retirement income potential. Speaking in Sydney ahead of Franklin Templeton’s Asia... Read more continue reading

SMSF asset allocation exposes funds to big risks

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Self-managed superannuation fund (SMSFs) assets jumped almost $10 billion to $553.7 billion over the December quarter of 2014, according to data from the Australian Taxation Office (ATO), with Australian assets... Read more continue reading

Women still lagging men in financial protection

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Although Australian women have more employment opportunities and are more educated than ever before,[1] they are still less likely to hold life insurance than men, according to research by Australia’s... Read more continue reading

UBS joins mFund service

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UBS Securities Australia has this month joined the mFund Settlement Service. This strengthens the distribution capabilities of mFund through UBS’s extensive network of broker, adviser and investor channels. The addition... Read more continue reading

Macquarie Life’s five-star service recognised for seventh year in Beaton Benchmarks

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Macquarie Life has been awarded five-star status for overall adviser satisfaction in the Beaton Benchmarks 2014 – Life Insurance Intermediaries Study for the seventh consecutive year, meaning it remains the... Read more continue reading

Westpac partners with China Australia Millennial Project

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Westpac will partner with the China Australia Millennial Project (CAMP) to bring together 200 young innovators aged 18 to 35 years from across China and Australia to tackle challenges common... Read more continue reading

SMSFs are thriving – and it’s time critics acknowledged it

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It is time for critics of SMSFs to finally acknowledge the sector is working well and giving Australians the opportunity to enjoy security and dignity in retirement, says Olivia Long,... Read more continue reading

Euro-area growth: reasons to be cheerful

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Much has been written about the bleak medium-term outlook for euro-area growth. We agree with most of this. But that doesn’t mean the business cycle is dead. In our view,... Read more continue reading

AMP Capital’s lai see for investors in the Year of the Goat

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It is Chinese tradition to give lai see or red packets as a blessing on special occasions.  With Chinese New Year less than a week away, AMP Capital has its... Read more continue reading

Managing home-care fees

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As clients get older they may need help with our daily living activities. The frailty of older age or some illnesses may make it harder to live independently without help... Read more continue reading