New appointments at 4D Infrastructure

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4D Infrastructure has created a new investment analyst role and recruited Tasneef Rahman to the position. It follows the appointment of Peter Aquilina as investment analyst earlier this year. Tasneef... Read more continue reading

From goldilocks to taper tantrum 2.0 – a bit of turbulence hits bonds (and shares) – three reasons not to be too fussed

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Key points Central banks beyond the US are edging towards an exit from easy money. This is likely to cause bouts of volatility in shares and a rising trend in... Read more continue reading

IOOF Investments appoint Mercer as asset consultant

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IOOF, one of the largest financial services groups in Australia, announced yesterday that IOOF Investments have appointed Mercer Australia as their asset consultant. The appointment brings together IOOF’s high-calibre and award-winning... Read more continue reading

Zenith awards leading Legg Mason Western Asset Australian Bond Trust a ‘Highly Recommended’ rating

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Legg Mason, one of world’s largest funds management groups, announced that the Legg Mason Western Asset Australian Bond Trust has received the highest rating from Zenith Investment Partners – ‘Highly... Read more continue reading

National property listings rebound in June

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Results released yesterday by SQM Research reveal national residential listings rose in June 2017 by 3.0% to 333,805, with significantly more stock hitting the market in Melbourne and Sydney over the... Read more continue reading

ASIC acts to improve transparency of super websites

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ASIC has intervened in relation to 21 superannuation trustees, representing 15 per cent of the trustee population, to improve ‘Transparency Information’ (TI) on their super fund websites. Under s29QB of... Read more continue reading

Goals based financial advice association to hold inaugural conference

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Financial adviser industry body The Association of Goals Based Advice (AGBA) has announced its inaugural conference ‘Bringing it all Together’ and the launch of new industry awards to recognise best... Read more continue reading

The great rotation – the cyclicality of Australian equities

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Zenith Australian Shares – Large Companies Sector Review There are occasions when the Australian equity market reminds investors of its cyclical nature, that it is dynamic, with the prospects of... Read more continue reading

Call out to FPA members: 2017 FPA Awards entries open

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The Financial Planning Association of Australia (FPA) is calling for FPA members to make submissions for the 2017 FPA Awards, a program that shines a light on the talent and... Read more continue reading

In Review 2016/17: Remarkable for being unremarkable

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Economic & financial perspectives Good year for shares: Total returns on Australian shares (All Ordinaries Accumulation index) came in at 13.1 per cent over 2016/17 (20-year average +10.8 per cent)... Read more continue reading