Australian Unity acquires $80 million mortgage funds

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Australian Unity Real Estate Investment (AUREI) has successfully acquired Owenlaw Trust Limited, the manager of the $60 million Owenlaw First Mortgage Income Fund and the $20 million Owenlaw Mortgage Trust.... Read more continue reading

Franking credits are the missing link in superannuation funds’ search for yield

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“Franking credits represent a valuable potential cash inflow for Australian superannuation funds,” says Raewyn Williams, Director of Parametric’s Research & After-Tax Solutions. Franking credits, also known as imputation credits, are... Read more continue reading

Sole purpose test and dealing at arms-length go hand in hand

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Trustees were reminded earlier this month of the potentially heavy financial consequences of not understanding their responsibilities as trustees or directors of a corporate trustee of an SMSF. The reminder... Read more continue reading

Is it possible to effectively combine wealth building with Estate Planning?

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Introduction Following the article ‘Alternatives to company structures in tax effective investing’ a number of financial advisers are interested to know when you would recommend a bond structure in a client’s... Read more continue reading

MLC and SPAA sign new SMSF advice and training commitment

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MLC has announced it has signed a new commitment with the SMSF Professionals’ Association of Australia (SPAA) to provide advisers with the highest level of SMSF advice accreditation, training and... Read more continue reading

Tis the season for overseas investments

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Certitude Global Investing Intentions Index predicts a festive rush for overseas assets as the proportion of investors looking to increase their international exposure within the next month is at its... Read more continue reading

TAL enhances Accelerated Protection product and service

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Australia’s largest life insurer TAL has launched some key enhancements to its award winning financial protection retail product suite, Accelerated Protection. The new version of Accelerated Protection not only contains... Read more continue reading

Total Financial Solutions Appoints Ibbotson Associates Australia Investment Manager for Managed Accounts and Investment Consultant

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Ibbotson Associates Australia Limited, part of the Morningstar Investment Management group, has been appointed by financial planning dealer group Total Financial Solutions (TFS) Australia as investment manager for the firm’s... Read more continue reading

SMSF trustees see promise in Australian shares despite downturn

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Despite recent  downturns in the domestic share market, self-managed super fund (SMSF) trustees  have increased their investments in Australian equities to boost long-term gains, while cash holdings continue to decline... Read more continue reading

HUB24’s tools allow advisers to understand the CGT impact of switching

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Andrew Alcock from HUB24 says that if you think all platforms are equal, then think again. “They’re certainly not interchangeable, especially from an adviser’s point of view, if say they’re... Read more continue reading