Boutiques seize the opportunity to offer tax-effective investments

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Centuria Life has partnered with independent investment house, Mason Stevens, to create another bespoke product in its recently launched TaxAstute series – in this case, a credit bond. The Tax... Read more continue reading

Can an Investment Bond be used to fund a Business Succession Plan in advance?

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Introduction Planning ahead for the day that you leave your business is a vital business planning strategy. No matter what your business is currently worth, owners who plan now for... Read more continue reading

Life insurance lacking in those with most to lose

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Research shows a dramatic difference between the number of Australians who rate the importance of life insurance and the number who have it. And those without financial protection usually have... Read more continue reading

Meeting between President Obama and Prime Minister Modi shows investors need to look at India

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Australian Ethical is investing in renewable power generation companies working in India Prime Minister Narendra Modi is looking at renewable energy to bring 300 million people out of energy poverty,... Read more continue reading

Oil’s perfect storm

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Standard Life Investments, the global investment manager, considers the winners and losers appearing between producers, exporters and importers after the recent collapse in oil prices. This analysis is part of... Read more continue reading

OneVue Investment Trends survey shows accountants keen on mFund

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SMSF accountants’ interest in managed funds has potential to spike with the launch of the ASX’s mFund. According to the OneVue/Investment Trends 2014 SMSF Accountant Report, 13 per cent of... Read more continue reading

ANZ launches A$750 million ANZ Capital Notes 3 Offer

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Open to Australian investors; expected margin of between 3.6% and 3.8% p.a. above bank bill swap rate ANZ announced that it intends to issue ANZ Capital Notes 3 to raise... Read more continue reading

Zurich partnership to improve quality of strategic life insurance advice

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Zurich Financial Services Australia Limited (Zurich) today announced details of a new partnership with Melbourne-based life insurance coaching and strategy specialist, 19Thirty. The partnership will see the creation and delivery... Read more continue reading

Implementing efficiency in equity portfolios is a must for all super funds

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There is growing interest among Australian super funds in the potential benefits of Centralised Portfolio Management (CPM)  says Raewyn Williams, Director of Parametric’s Research & After-Tax Solutions. Ms Williams said... Read more continue reading

Global retail property a solid bet for 2015, says world’s largest investor

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Global real estate heavyweight, TIAA Henderson Real Estate (TH Real Estate), is investing heavily into retail centres around the world, predicting attractive investment returns for institutional investors seeking to deliver... Read more continue reading