ASIC levy reduced by $400 per adviser from previous estimate 

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“ASIC has released the final figures that will apply for the ASIC funding levy for the 2022/23 financial year, in two legislative instruments[1]. “Based on the information in the legislative... Read more continue reading

Allianz Retire+ appoint joint Head of Group Retirement Solutions

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Allianz Retire+ has announced the appointment of Catherine van der Veen and Lucy Foster to the newly created position, Head of Group Retirement Solutions Client Delivery. Within this role Ms... Read more continue reading

Where to for US bond yields?

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The last few months have been characterised by high levels of volatility in the US bond market. Longer tenor bond yields have risen sharply this year with the 10-year yield... Read more continue reading

North investment menu gets a lift with ESG and multi-asset managed portfolio additions

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North, one of Australia’s leading wrap investment platforms, continues to expand its investment menu with the addition of seven actively managed portfolios to the platform. North’s broader menu has also... Read more continue reading

Female adviser mentoring program with over 130 mentees concludes after resounding success

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The ‘Women in Financial Planning Mentoring Program’ has been deemed an outstanding success by the mentors and mentees who participated in the initiative, according to the Financial Advice Association Australia... Read more continue reading

Bentham High Yield Fund celebrates 25 years (Silver Jubilee) of being one of Australia’s longest-running high yield bond funds

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The Bentham High Yield Fund, managed by specialist global fixed interest and credit investment manager Bentham Asset Management, is celebrating its 25th year of providing regular income to clients. The... Read more continue reading

ASIC releases new alert list highlighting suspicious investment opportunities

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ASIC has strengthened its scam prevention tools to support consumers with the publication of a new investor alert list[1]. Consumers can use this list to help inform themselves as to... Read more continue reading

Australian Retirement Trust appoints Head of Investment Resilience and Planning

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Australian Retirement Trust (ART), one of Australia’s largest superannuation funds, has announced the appointment of Jody Fitzgerald as Head of Investment Resilience and Planning. The recently created role is accountable... Read more continue reading

September sees sharp rise in property listings – dwelling asking prices hit a record high

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Last week’s figures from SQM Research show a noteworthy 9.3% increase in national residential property listings in September, reaching a total of 245,445 properties, compared to 224,530 properties recorded in... Read more continue reading

AI to impact high-paid workers more than manual workers: Epoch whitepaper

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Occupations most likely to be impacted by artificial intelligence (AI) are white-collar jobs, including well paid positions requiring high levels of formal education. On the other hand, the jobs least... Read more continue reading