Weekly market update – week ending June 19, 2015

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Investment markets and key developments over the past week Shares had another messy and mixed week with worries about Greece weighing, particularly on European shares. Japanese shares also fell and... Read more continue reading

NAB Wealth permanently appoint Greg Miller as Executive GM

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NAB Wealth has permanently appointed Greg Miller to the position of Executive General Manager, Wealth Advice. Greg has been acting in this role since the beginning of the year. NAB... Read more continue reading

What does it take to be a winner?

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The AFA Adviser of the Year supported by Zurich With nominations for this year’s Association of Financial Adviser (AFA) Adviser of the Year Award (the Award) now open, 2014 winner... Read more continue reading

Treating all children equally – SMSFs, estates, avoiding claims 

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Changes in composition + value of estate and/or super account balance over time can result in the children being treated unequally. At times, even the best intentions of a deceased... Read more continue reading

SMSF Association tax option to underpin equity, sustainability

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Andrea Slattery The SMSF Association wants the tax regimes for superannuation contributions and earnings to remain unchanged, but is prepared to consider a “generous” tax-free threshold for retirement benefits, with... Read more continue reading

The Lazard Emerging Market Debt Outlook:  Playing the waiting game

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The long awaited correction in fixed income markets has begun, what does it mean for emerging market debt and what are the catalysts for a rebound? The first part of... Read more continue reading

Investment Manager Regime legislation is significant for financial services trade

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The Investment Manager Regime (IMR) legislation, passed through Parliament this week, will remove uncertainties for foreign investors on how Australia’s tax laws apply to foreign funds. Financial Services Council (FSC) CEO,... Read more continue reading

Changing equity markets require changing investment approaches

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Equity markets around the world are nearing the end of a one-off period of abnormal returns, and investors need to start looking for different ways of investing in order to... Read more continue reading

Fund Manager continues its solid returns in a volatile market

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La Trobe Financial’s Chief Investment Officer, Chris Andrews, has announced that the Pooled Mortgage’s Option (“PMO”), an investment option in the La Trobe Australian Mortgage Fund, has been recognised again... Read more continue reading

Australian businesses earn record $267bn from Internet, jump in social media use

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Amanda Watt, Head of act. A new report reveals Australian businesses earned a record $266.8 billion from internet sales in 2013-14, while more are using social media to build their... Read more continue reading