Following Dustin Adams’ resignation as portfolio manager in September 2012, Zenith placed the Advance Australian Shares Multi-Blend, Advance Australian Smaller Companies Multi-Blend and BT Wholesale Multi-Manager Australian Shares Funds “Under Review”. Subsequently, Advance... Read more continue reading
19
Dec
2012
Morningstar has published interim results of the Morningstar® Australian Institutional Sector Survey, providing comprehensive coverage of the performance of Australian institutional investment strategies to 30November 2012. The Australian Institutional Sector Survey... Read more continue reading
18
Dec
2012
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CPD: Why private market assets belong in client portfoliosAustralia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debtFor advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirementFor clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial adviceTrust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]