Wealth o2 launches new tax accounting service

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WealthO2 has launched an unbundled tax accounting service through a partnership with Class Limited, to complement its investment platform and financial planning services solution suite. WealthO2 is a low cost, unconflicted, adviser... Read more continue reading

Life insurance risk for SMSF members in APRA funds

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Some self-managed super funds (SMSFs) are at risk of losing their life insurance cover under new legislation that takes effect on 1 July 2019, warns the SMSF Association. The legislation,... Read more continue reading

How lenders and brokers should assess credit card costs now

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New responsible lending rules have changed the way brokers and lenders should now calculate credit card costs in all lending applications . In the first part of this series, we explained what... Read more continue reading

Liquidnet acquires fintech company specialised in analytics from unstructured data

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Liquidnet, the global institutional investment network, continues its expansion of its artificial intelligence (AI) investment analytics platform with the acquisition of Prattle, a leading provider of automated investment research solutions... Read more continue reading

The answer to building certainty is not more cash reserves

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Falling cash rates at historic lows means retirees face increased risk and an uncertain future, especially if they outlive their savings. Today’s RBA rate cut is a seminal moment for... Read more continue reading

Impact bonds falling short of min standards

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The market for impact bonds is increasingly diverse but many of the instruments coming to market fall short of the minimum standards for sustainability set by Insight Investment, a leading... Read more continue reading

Sleeping securities – better than cash in a crisis

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Retirees should ensure they have a well-designed market crash protection strategy in their portfolios to help reduce the impact of inevitable downturns, particularly in the current low interest rate environment,... Read more continue reading

MFS builds consultant relations team in Australia

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MFS Investment Management® (MFS®) has announced the appointment of Daniel Bristow as Director of Consultant Relations in Australia. Based in Sydney, Daniel will be responsible for identifying, establishing and maintaining... Read more continue reading

Retirees should review their income strategy in light of rate cut

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Australia’s 3.8 million retirees should review their income generating investment strategy in light of the RBA’s decision to lower interest rates by 25bp today, according to Australian funds manager Plato... Read more continue reading

ActiveX Ardea ETF continues platform success

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The ActiveX Ardea Real Outcome Bond Fund (Managed Fund), an actively managed fixed-income ETF from Ardea Investment Management, has been added to award-winning investment and superannuation platform, HUB24. The ETF... Read more continue reading