News + Outlook

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ClearView gives advisers ClearChoice

From ClearView Wealth

Listed financial services company, ClearView Wealth Limited has unveiled details of its new life insurance product series, ClearView ClearChoice (ClearChoice), revealing a smarter and fairer solution with significant changes to... Read more continue reading

23 Sep 2021

Bell Global Emerging Companies Fund hits five-year milestone as investor appetite for global small and mid-cap continues to rise

From Bell Asset Management

Global equities boutique manager Bell Asset Management has hit a key milestone with its global small and mid-cap strategy, Bell Global Emerging Companies Fund (Fund), reaching a five-year track record... Read more continue reading

23 Sep 2021

Consumer confidence hits 9-week high

From Craig James - Commsec

RBA Board meeting minutes; Consumer confidence; CBA Household spending intentions What happened? The Reserve Bank of Australia (RBA) Board released the minutes of its September 7 meeting. At the meeting,... Read more continue reading

22 Sep 2021

Warakirri appoints Research Relationships Manager

From Warakirri Asset Management

Multi-boutique funds manager Warakirri Asset Management has announced the internal appointment of Tim Lang to the newly created role of Research Relationships Manager. Mr. Lang was appointed to the role... Read more continue reading

22 Sep 2021

Eiger’s Australian Small Companies Fund awarded Highly Recommended rating by Lonsec

From Eiger Capital

Specialist Australian small cap investor Eiger Capital has had the rating of its Eiger Australian Small Companies Fund upgraded to Highly Recommended by Lonsec[1]. Eiger Capital was founded in March... Read more continue reading

22 Sep 2021

Major education partnerships announced to enhance SMSF Professionalism

From SMSF Association

The SMSF Association has announced two new major education pathways for its coveted SMSF Specialist Advisor designation (SSATM). The SMSF Association has entered into new partnership agreements with Kaplan Professional... Read more continue reading

21 Sep 2021

T. Rowe Price appoints new Head of Institutional for Australia and New Zealand

From T. Rowe Price

Global investment firm T. Rowe Price had announced the appointment of Craig Hurt as its new Head of Institutional for Australia and New Zealand, effective October 5. Hurt’s leadership appointment... Read more continue reading

21 Sep 2021

Daintree Capital launches first single unit bank hybrid fund

From Daintree Capital

Daintree Capital (Daintree), a specialist in building global hybrid and fixed income portfolios and part of the Perennial Group, has announced the launch of a new global bank hybrid fund... Read more continue reading

21 Sep 2021

Many wealth managers not fully prepared for end of lock-downs

From Whitewater Transformations

Australia’s wealth management industry is preparing for the end of lock-downs, with leaders striving to return to ‘normal’. But they should be doing more, much more, cautions two industry consultants.... Read more continue reading

21 Sep 2021

AMP delivers further super fee reductions for members

From AMP

AMP has announced that it will be delivering further fee reductions for superannuation members, driven by its ongoing program to simplify its super business. Effective from 1 October 2021, AMP’s... Read more continue reading

21 Sep 2021

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Earn CPD Points

CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]
CPD: Designing retirement income streams
Since 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires [...]
CPD: Quality Growth, ex-Growth
For much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high [...]
CPD: The case for shareholder yield in client portfolios
For years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete [...]