CommSec State of the States – April 2022

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Overall results How are Australia’s states and territories performing? Each quarter CommSec attempts to find out. Now in its 13th year, the report also includes a section comparing annual growth... Read more continue reading

Gordon Brothers expands capital base to over US$1 billion with new CPP investments financing  

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Gordon Brothers, the global advisory, restructuring and investment firm, has received US$300 million in financing from Canada Pension Plan Investment Board (CPP Investments) through its subsidiary CPPIB Credit Investments Inc.,... Read more continue reading

Compare Club set for period of massive growth in life insurance with strategic acquisition of Lifelong 

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Personal finance marketplace Compare Club is scaling with an aim to grow to $100m of managed premium in the life insurance space with the acquisition of financial advisory service Lifelong... Read more continue reading

Technological change will benefit SMSF trustees, but caution needed

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The SMSF sector will benefit from technology advances, but it will be evolutionary, not revolutionary, SMSF Association CEO John Maroney told the ‘Thought Leadership Breakfast’ that kick started the Association’s... Read more continue reading

Bennelong appoints account director for NSW and ACT

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Bennelong Funds Management has appointed Mai Platts as account director, NSW and ACT, as the company continues to build its investment distribution team. Ms Platts will be based in Sydney,... Read more continue reading

SMSF Association collaborates on improving rollover standards

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When requesting rollovers from APRA regulated funds, be prepared to provide further SMSF bank account documentation, was a key message delivered by the SMSF Association’s Deputy CEO/Director of Policy &... Read more continue reading

Financial product registrations surge in March Quarter 

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Despite recent reports of falls in fund inflows, the number of unlisted financial products registered in the Australian market during the March quarter continued to surge, with product registration levels... Read more continue reading

Principal Financial Group® announces Global Financial Inclusion Index

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Principal Financial Group® has announced it will launch the Global Financial Inclusion Index (“Index”) in collaboration with the Centre for Economics and Business Research (Cebr). The inaugural Index and its analysis... Read more continue reading

The 2022 Australian Federal election and investors

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Key points Australian election campaigns tend to result in a period of uncertainty which have seen weak gains on average for shares followed by a bounce once it’s out of... Read more continue reading

Bipartisan support needed as NALE rules lambasted

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Addressing the 2022 SMSF Association National Conference, which kicked off at the Adelaide Convention Centre this morning, SMSF Association’s Deputy CEO/Director of Policy & Education, Peter Burgess has taken aim... Read more continue reading