Property listings rise for February – A jump in new listings yet counts still down on previous years

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Figures released by SQM Research reveal national residential property listings rose over February by 7.4% to 231,039 properties, from 215,144 recorded in January 2022. The rise was driven by a... Read more continue reading

SMSF Association opposes $3m threshold

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The SMSF Association remains opposed to the introduction of a new threshold on superannuation balances, believing it will add further complexity and undermine confidence, Association CEO Peter Burgess says. “Our... Read more continue reading

Zurich welcomes AFA and FPA merger

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Zurich Financial Services Australia (Zurich) has welcomed the successful vote by members to merge the Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA). The creation... Read more continue reading

Amundi appoints Lawrence Wee as Head of Institutional Sales

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Amundi, Europe’s leading asset manager, has announced the appointment of Lawrence Wee as Head of Institutional Sales for Amundi in South Asia, effective immediately. Lawrence is based in Singapore and... Read more continue reading

FPA and AFA members vote to merge 

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Members of the Association of Financial Advisers (AFA) and Financial Planning Association of Australia (FPA) have voted in favour of the proposed merger of the two associations at Extraordinary General... Read more continue reading

“Once in a generation” opportunity to improve the financial advice system

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The recommendations of the Quality of Advice (QOA) Review will make financial advice more accessible and affordable for consumers. That was the consensus of four industry experts at a Q-and-A session... Read more continue reading

New paper reveals the three themes shaping modern advisory businesses

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Three key themes will shape modern financial advisory firms in 2023 and determine their growth trajectory, according to a new paper released by Desktop Broker, the wealth management arm of... Read more continue reading

RAM Australian Credit Fund rated ‘Superior’ by SQM Research

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Real Asset Management (RAM) Australia Has announced that its Credit Fund has received a ‘Superior’ four-star rating by SQM Research, making it suitable for inclusion on most Approved Product Lists... Read more continue reading

Pengana Capital boosts distribution team with new appointment

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Pengana Capital Group has added to its distribution team, appointing experienced investment banking professional Fraser Herd as new Distribution Manager for the NSW region. Prior to joining Pengana Capital, Mr... Read more continue reading

Nine key lessons for today from the 1970s, 80s and 90s

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Key points The experience of the high inflation 1970s and its aftermath hold key lessons for today. In particular, that once high inflation becomes entrenched in expectations that it will... Read more continue reading