Fortnum gears up for growth with key appointments

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Australian Financial Services Licensee, Fortnum Private Wealth (FPW) has expanded its practice management team with two additional hires, as the group reaffirms its strategic priorities for 2022. Former AMP Partnership... Read more continue reading

The Big Issues of 2022

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For the past 20 years we have produced “The Big Issues” report – a report that has sought to highlight the issues that are expected to influence the economy and... Read more continue reading

National Conference has sharp focus on technical issues

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The SMSF Association has constructed an exciting technical program for its annual National Conference that is attracting enormous interest from SMSF specialists and advisers hungry for knowledge about how to... Read more continue reading

The longer-term legacy of coronavirus – nine implications of importance to investors

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Key points Likely key longer-term implications flowing from the coronavirus pandemic are: bigger government; increased money supply and excess saving; increased geopolitical tensions; reduced globalisation; a faster embrace of technology;... Read more continue reading

Australian housing market to peak in 2022 – Housing Boom and Bust Report 2022

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Australian capital city dwelling prices will peak in the first half of 2022, with growth slowing down sharply due to expected further intervention by the banking regulator to restrict home... Read more continue reading

WealthO2 appoints head of client success to support new business growth

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WealthO2 has appointed Ahn Rutty to the newly created role ‘head of client success’ as demand for their innovative adviser tech software solution increases. Ahn will play a pivotal role... Read more continue reading

Westpac Housing Pulse details early signs of moderation in the housing market

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Australia’s housing market is showing some early signs of a moderation, with conditions varying across the country. The November Westpac Housing Pulse, released yesterday, details three risks confronting the outlook... Read more continue reading

Bell Asset Management announces distribution joint venture with US-based Spouting Rock Asset Management

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Bell Asset Management, a Melbourne-based specialist boutique global equity manager managing over $3.5 billion in assets, announces a joint venture distribution partnership with Spouting Rock Asset Management, LLC (Spouting Rock),... Read more continue reading

Martin Currie appoints Aimee Truesdale as portfolio manager to global emerging markets team

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Martin Currie, the active equity specialist and steward of £16.5 billion (A$30.8 billion) in assets under management as of September 30, 2021, has announced the addition of Aimee Truesdale as... Read more continue reading

COVID-19 relief for SMSFs may require specialist input 

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The various relief measures implemented by the Federal Government in the wake of the COVID-19 pandemic and extended into the 2021-22 financial year have highlighted the need for SMSF specialist... Read more continue reading