News + Outlook

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Revolution Asset Management brings on two new portfolio managers to its private debt funds

From Revolution Asset Management

Specialist Australian and New Zealand Private Debt investment manager Revolution Asset Management (Revolution) has added a Portfolio Manager as well as an Associate Portfolio Manager to the team that has... Read more continue reading

18 Feb 2021

Count Financial continues strong investment in advice technology

From Count Financial

Count Financial Limited (Count Financial) has continued its strong focus on delivering advice technology solutions with the appointment of Henry Cai as its new Licensee Systems Training and Support Manager.... Read more continue reading

18 Feb 2021

Cyber risk – governance implications for Australian financial advisers

From AdviserVoice - this Regulatory Compliance and Consumer Protection article is proudly brought to you by Perpetual Investments

A cautionary tale…. Imagine, just briefly, a small financial planning practice in Australia. And imagine that firm was infiltrated by an invisible cybercriminal, possibly from overseas, who gained unauthorised access... Read more continue reading

17 Feb 2021

SMSF Association wants ATO to address critical NALE issues

From SMSF Association

The SMSF Association has called on the ATO to address several critical issues in its final ruling on how the new rules for non-arm’s length expenses (NALE) will apply. The... Read more continue reading

17 Feb 2021

Government initiative to use technology to cut SMSF red tape welcomed

From SMSF Association

The SMSF Association fully supports the Federal Government initiative to embrace technology as a means of cutting red tape and complexity in the SMSF sector. Addressing the Association’s 2021 SMSF virtual... Read more continue reading

17 Feb 2021

2021 AFA Foundation Grants Program now open

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) has announced that the 2021 AFA Foundation Grants Program (the Program) is now open. The Program invites AFA members to nominate a local charity,... Read more continue reading

17 Feb 2021

Bendigo Community Health Services appoints Equity Trustees as investment manager

From Equity Trustees

Equity Trustees has been appointed as investment manager and philanthropic consultant for Bendigo Community Health Services (BCHS). BCHS is a not-for-profit organisation working to provide communities throughout the Bendigo region... Read more continue reading

17 Feb 2021

Super funds record slow but steady start to 2021

From SuperRatings

Super funds had a modest start to 2021, recording a small but positive result in January as markets responded to mixed news surrounding the pandemic and the pace of the... Read more continue reading

16 Feb 2021

UniSuper CEO, Kevin O’Sullivan, to depart fund after 8 years

UniSuper, the $90b fund for the higher education and research sector, has announced that its Chief Executive, Kevin O’Sullivan will be stepping down later in the year, having served 8... Read more continue reading

16 Feb 2021

Cornerstone portfolios for Invest Blue practices launched on BT Panorama

From Invest Blue

Invest Blue has partnered with BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm’s 4000-strong client base. The new suite... Read more continue reading

16 Feb 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 [...]