Planners lash out against 2016’s Federal Budget

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“Insane and unfair”, “Immoral and a disgrace” “Disappointing”, “Ridiculous” and “Dumb, dumb, dumb” – these are just some of the sentiments shared by financial planners this morning when asked to... Read more continue reading

Re-election kills reform

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The Government has written an election manifesto dressed up as a budget as it looks ahead to the double dissolution on 2 July. “A year ago there was a lot of... Read more continue reading

Zurich launches Curriculum to support adviser development

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Zurich Financial Services Australia (Zurich) has launched a new adviser education offering, the Zurich Curriculum. The Zurich Curriculum is a comprehensive program of workshops, short courses and webinars designed to... Read more continue reading

New Global Infrastructure ETF lists on ASX

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VanEck has launched Australia’s first global infrastructure ETF on the ASX giving investors access to infrastructure securities from around the world. VanEck Vectors FTSE Global Infrastructure (Hedged) ETF (ASX code: IFRA)... Read more continue reading

AZ Next Generation Advisory acquires Sterling Planners

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AX Next Generation Advisory today signed a binding sale and purchase agreement to acquire the entire capital of Sterling Planners Pty Ltd. The agreement includes a share swap of 49%... Read more continue reading

Zurich announces launch of new SmartValue discount

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Zurich Financial Services Australia (Zurich) has launched a new discount, Zurich SmartValue, designed to offer extra value to clients protecting themselves and their loved ones. Available from 2 May 2016,... Read more continue reading

New research shows tax an important source of alpha –so can it be the new recruit to the alpha team?

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Seeking ‘Tax Alpha’ is a viable strategy for superannuation funds, especially when traditional investment sources of alpha are difficult to generate, says new research from Parametric. “If after-tax returns are... Read more continue reading

South Australia joins growing Fitzpatricks Private Wealth national presence

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Adelaide-based Shane Case, CFP® has become the latest accomplished financial adviser to join Fitzpatricks Private Wealth’s growing national network. His arrival to the group signals the formation of Fitzpatricks Private... Read more continue reading

Bennelong Twenty20 Fund ‘highly recommended’

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After just five months in the market, the Bennelong Twenty20 Australian Equities Fund has received a ‘highly recommended’ rating from Zenith Investment Partners*. The fund is managed by Bennelong Australian... Read more continue reading

AMP Capital forms alliance with BetaShares to launch exchange traded managed funds

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AMP Capital and BetaShares have formed an alliance to launch a range of exchange traded managed funds expected to have wide appeal particularly among self-managed super fund (SMSF) trustees and... Read more continue reading