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

Fund manager receives sixth consecutive national award

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La Trobe Financial’s Pooled Mortgages Option (“the Fund”) has been judged the Best Mortgage Fund in Australia by the personal finance journal Money magazine. No other mortgage fund in Australia has achieved... Read more continue reading

Investec Australia Property Fund acquires two new NSW properties

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Investec Australia Property Fund (“IAPF” or the “Fund”) has announced the acquisition of two new industrial properties located in Newcastle and the western Sydney suburb of Wetherill Park, for a... Read more continue reading

Detail all important when super meets life insurance

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Did you know that all employer’s default super funds must offer a minimum level of life insurance? There are benefits to having your insurance cover in super but it’s important... Read more continue reading

New sustainable bond fund aligns with personal and social values

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Altius Asset Management has launched the Altius Sustainable Bond fund, a diversified Australian fixed interest portfolio that is designed to align with investors’  personal and social values without compromising investment... Read more continue reading

Old school structure: New school of investing

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A tax effective investment to complement contributions to super and support longer-term investment goals A new, tax effective investment bond that combines an old-school investment vehicle with the best of modern investment... Read more continue reading

Are the festive season’s dreams protected?

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It may be the season to be jolly, but it’s also a time for Australians to review safeguarding their dreams of gifts, holidays and a financially secure New Year. As... Read more continue reading