The appointment of five Shadow Ministers to the Labor Party’s economic portfolios shows a genuine commitment to policy development that has been welcomed by the SMSF Association. Association CEO John... Read more continue reading
05
Jun
2019
As interest in higher-yielding income increases, Zenith has awarded the Ausbil Active Dividend Income Fund a timely ‘Recommended’ rating. Zenith said “Ausbil’s focus on the sustainability of dividends, rather than high dividends, is a key attraction of the Fund.” “Ausbil’s investment process is robust, incorporating macro-economic indicators, a sound valuation process and intuitive qualitative inputs.” The ratings agency added that the fund’s portfolio manager, Michael Price, was well qualified to manage the Fund, given his expertise and experience managing equity income portfolios. Ausbil said the Ausbil Active Dividend Income Fund combines a core and tactical allocation approach to generating higher dividend income paid to investors in monthly distributions. “In this low rate environment, and with people living longer in retirement, investors need diversified and higher income sources, with the potential over the long term for capital to grow,” said... Read more continue reading
05
Jun
2019
Earn CPD Points
CPD: A TTR strategy for modern retirementWe are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain timesTrend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethicsData from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisersRegulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for lifeAustralia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]