Asset allocation for the 20-teens

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In his last CPD article for 2012, Ray Griffin explains why portfolio asset allocation models in the 20 teens should be substantially different to those of the 1990s and pre-GFC... Read more continue reading

ETF and ETP assets reach all-time high of 1.9 trillion US dollars

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Assets in ETFs and ETPs reached all-time highs of US$1.3 trillion in the US, US$359 billion in Europe, US$78.7 billion in Asia Pacific (ex-Japan), US$46.9 billion in Japan and US$11.6... Read more continue reading

Wholesale life insurance pricing under pressure

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Insurance prices offered through superannuation funds and corporate schemes are now under great pressure, according to two independent sources.  Trends in the past two years have seen increased claims experience... Read more continue reading

Stop moving the superannuation goal posts: SMSF trustees

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Legislative change is the key risk to a comfortable retirement. That is the major finding from a comprehensive survey by Rice Warner Actuaries of members of the SMSF Professionals Association... Read more continue reading

How super funds can maximise member data

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Cost has historically inhibited many superannuation funds from developing best-of-breed member data analytics solutions often available to larger retail funds with institutional backing, according to Madeline Dermatossian, Managing Director of... Read more continue reading

SMSF trustees prepared to pay for good financial advice

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There is a strong message for financial planners in the comprehensive survey by Rice Warner Actuaries of the self managed super fund sector – people are willing to pay extra... Read more continue reading

Threadneedle asset allocation update

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“It’s been clear for some time that the force driving markets this year has not been the macro backdrop but policy initiatives led by the authorities. “We shouldn’t be surprised... Read more continue reading

Aged care client conversation-another year older

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As we approach the end of another year, many people including your clients will be looking forward to the festive season and the chance to slow down and catch up... Read more continue reading

ATO warning to SMSF trustees

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The ATO has warned trustees of self-managed superannuation funds (SMSFs) to be cautious when investing in property. Acting Commissioner Bruce Quigley said he is concerned people are using their SMSF to... Read more continue reading

Life insurance innovation from TAL

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TAL Retail Life has introduced a number of customer-focussed industry ‘firsts’ to its award-winning Accelerated Protection life insurance product.  TAL’s system now gives advisers the ability to obtain instant quotes... Read more continue reading