Active term deposit strategies required in low interest rate environment

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Curve Securities has said the recent historic rate cut demonstrates the need for advisers to access higher term deposit rates than are simply available through most bank, building society and... Read more continue reading

Built for Boomers: Bendigo Wealth’s Income Fund

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People with a mortgage may be breathing a little easier as they see interest rates hit historic lows, but not everybody has a mortgage.  Those relying on income from investments... Read more continue reading

Rising number of online scams

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Reports of e-mail scams to the ATO have tripled to almost 11,000 compared to the same quarter of last year. Second Commissioner Geoff Leeper said the ATO is seeing an... Read more continue reading

Operational risk next hurdle for FoFA compliant financial advice

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Financial planning firms operating in-house portfolio construction functions face having to ‘FoFA-proof’ against looming operational risks embedded in the Future of Financial Advice (FoFA) legislation. This is the view of... Read more continue reading

Lost super heading to ATO

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Australians have just one week before inactive superannuation accounts with less than $2,000 must be sent to the Australian Tax Office. In December the Government passed a new law requiring... Read more continue reading

Balance of power is secret to investor success

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Investors must focus on companies with resilient business models that have the balance of power over  their suppliers and customers, says Pengana Australian Equities Fund manager, Rhett Kessler. Pragmatic investors... Read more continue reading

Rubik signs agreement to purchase Visor Desktop from Macquarie

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Rubik Financial Limited has announced its further expansion into the wealth management space in Australia by entering into a binding agreement to acquire Visor Desktop financial planning software (formerly COIN... Read more continue reading

AMP selects Tyndall Australian Bond Fund

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AMP has added the Tyndall Australian Bond Fund to its flagship platform, North. The Tyndall Australian Bond Fund is a diversified fixed interest fund designed to primarily provide a stable... Read more continue reading

Morningstar appoints Melbourne-based Business Development Manager

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Morningstar Australasia has appointed Guy Callaghan as Melbourne-based Business Development Manager to further enhance the firm’s sales and client relationship management efforts.   “We’re very pleased to have Guy on... Read more continue reading

AMP’s complete insurance range gets a makeover

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AMP has announced a range of enhancements to its wealth protection product range, responding to the changing way advisers do business by offering choice and flexibility. The enhancements, which go... Read more continue reading