Communities reap $80m

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Bendigo and Adelaide Bank’s Community Bank® network has now returned more than $80 million in banking profits back to the communities these unique companies operate within. The milestone was almost... Read more continue reading

Zenith wins new clients

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Zenith Investment Partners (Zenith) National Sales Manager John Nicoll has announced that Brisbane head quartered FTS Personal Financial Advice (FTS) has appointed Zenith to assist the company with their model... Read more continue reading

Property & mortgage survey

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During May and June, The Investment Stylist invited its community to take part in a survey on Property and Mortgage issues. A total of 53 people responded to the survey.... Read more continue reading

Philanthropic investment on the rise among wealthy Australians

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Australian Philanthropic Services (APS) recently announced the achievement of a significant milestone in Australian philanthropic investment, with the creation of the 1000th Private Ancillary Fund (PAF). One thousand individuals, families... Read more continue reading

Pengana – retreat to index funds and low-cost options are robbing portfolios

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Reducing MERs with index funds is not the best solution to volatile investment markets. The purpose of index funds and ETF’s are being misused by placing too many of the... Read more continue reading

Australian wealth leaders unite under advice professionalism banner

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Fitzpatricks Private Wealth today announced the appointment of respected wealth management professionals Mr Chris Cuffe and Mr John McMurdo to its Board of Directors, ahead of plans to extend the... Read more continue reading

AMP to take SMSF market lead with creation of new business unit

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AMP Limited has established a new business unit to expand its presence in the fast growing self-managed superannuation funds (SMSF) market following a strategic SMSF review by the company. The... Read more continue reading

My Dealer Group: wooing advisers means offering platform choice

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In order to attract and retain advisers, licensees will need to offer choice of platform on their Approved Product Lists (APLs) according to Pinnacle Practice Director, Anne Fuchs. “The number... Read more continue reading

Accounting exemption removed: focus shifts to licensing

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With the Federal Government’s announcement that it will remove the exemption that allowed accountants to advise clients on setting up a self-managed superannuation fund (SMSF), licensing becomes a critical issue... Read more continue reading

Irish Infrastructure Fund completes first investment in renewable sector

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The Irish Infrastructure Fund has acquired a controlling stake in a portfolio of wind farms in the Republic of Ireland and Northern Ireland. The portfolio, previously wholly owned by the... Read more continue reading