Morningstar Australian Superannuation Survey – July 2013

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Morningstar today published results of the Morningstar® Australian Superannuation Survey, providing comprehensive coverage of the performance of Australian-offered retirement savings vehicles to 30 June 2013. The Survey includes both commercial for-profit... Read more continue reading

Fund invests in oilfield services and solar power

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The resource sector continues to be under pressure from a strong US dollar, rising long-term interest rates, growing oversupply and excess capacity which is taking its toll on the explorers... Read more continue reading

Alternatives myths busted

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Global investment manager clears misconceptions about alternatives Despite their growing popularity, particularly in the institutional space, many investors are still unsure what alternatives really are, let alone how they can... Read more continue reading

Westpac responds to adviser demand for deposit style retirement income solutions

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In response to calls from financial advisers seeking alternatives to help their clients achieve retirement goals, Westpac Institutional Bank (Westpac) has launched its own annuity-styled product with a long term,... Read more continue reading

Investor Signposts: Week Beginning July 14 2013

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Australia July 15   Lending finance (May) – Covers personal, business, housing and lease loans July 15   New vehicle sales (June) – Sales hit record highs; up 5.5% over the year... Read more continue reading

Pension changes a positive for SMSF trustees

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Changes to how non-reversionary pensions are treated when a pensioner dies will have far-reaching tax implications for self managed super funds. SMSF Professionals’ Association of Australia (SPAA) Director, Technical and Professional... Read more continue reading

Aussie investors bullish on global markets

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The majority (68%) of Australia’s leading1 investors believe global markets will rise over the next year. A greater number of these investors also plan to increase their investments in overseas assets... Read more continue reading

Financial expert, David Bassanese, reveals Australia’s best kept financial secret

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Leading financial analyst, David Bassanese, believes many Australian investors could revolutionise their portfolios – slashing costs and increasing simplicity – by discovering one of the best kept secrets in the... Read more continue reading

Local Government Super signs Investor Statement on Bangladesh

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First Australian super fund to join call to improve international garment industry standards Local Government Super (LGS) has become the first Australian super fund to support the ‘Investor Statement on Bangladesh’.... Read more continue reading

Negotiating aged care accommodation bonds – July 2013 update

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This Article was updated on December 17, 2013 – To view the update click here. Too often articles and information published on aged care focus on how to reduce the accommodation bond.... Read more continue reading