SMSFs exemption from retirement income strategy legislation gets thumbs up

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The SMSF Association has thrown its in principle support behind the Government’s decision to remove SMSFs from the legislative requirement for trustees to develop a retirement income strategy for fund... Read more continue reading

Caroline Hedges appointed Head of Credit at Aviva Investors

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Aviva Investors, the global asset management business of Aviva Plc (‘Aviva’), has appointed Caroline Hedges as Head of Credit, following the promotion of Colin Purdie to Chief Investment Officer, Liquid... Read more continue reading

Dispelling the myths about digital advice and compliance

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There is a common perception in the financial services industry that digital advice does not meet the compliance requirements of Australia’s regulators, but this is not the case, says Craig... Read more continue reading

Zenith builds ESG momentum with internal appointment

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Zenith Investment Partners has appointed Dugald Higgins to the expanded role of head of responsible investment & real assets, to lead the growth of the business’s responsible investment offering and... Read more continue reading

Delta plays havoc with spending trends

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Consumer confidence; Retail trade What happened?  Retail trade fell by 1.7 per cent in August to be down 0.7 per cent on a year ago. Consumer sentiment rose 0.4 per... Read more continue reading

Robert Hattersley joins AMP Capital as Chief Investment Officer Real Estate

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AMP Capital has announced the appointment of Robert Hattersley in the newly created role of Chief Investment Officer for its leading Real Estate division. Mr Hattersley has more than 30... Read more continue reading

Colonial first state joins with Lonsec, Morningstar and Zenith to launch managed accounts solution with no additional fee

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Australian wealth management group Colonial First State (CFS) has announced an agreement with three of Australia’s leading research consultants to offer financial advisers and their clients a highly efficient way... Read more continue reading

Stewart Investors launches Global Emerging Markets Leaders Sustainability fund in Australia

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Stewart Investors, an active, long-only equity specialist and global leader in sustainable investing, has launched a Global Emerging Markets (GEM) Leaders Sustainability fund for Australian investors. The Fund invests in... Read more continue reading

AltX Flagship Managed Fund receives inaugural ‘Recommended’ Rating

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AltX has announced that its Flagship Managed Fund, AltX-Assetline 1st Mortgage Debt Fund No. 1, has received a ‘Recommended’ Rating from independent Fund Research House Independent Investment Research (“IIR”). In... Read more continue reading

Ox Capital Management launches flagship emerging markets fund

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New emerging markets fund manager Ox Capital Management (OxCap) has announced the launch of its flagship emerging market equity fund. Founded in June, OxCap brings together a team of experienced... Read more continue reading