Beyond the SoA – an evening with XY Adviser

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The tectonic plates sitting beneath the Australian advice industry have been shifting for some time now. Rapid change is on the horizon – in fact, it’s already here and technology... Read more continue reading

How low can you go?

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One of the few bright spots in the global economy over recent years has been a relatively broad-based improvement in labour markets. Between the end of 2014 and 2016 unemployment... Read more continue reading

ASIC consults on ‘sunsetting’ class order about licensing relief for trustees of wholesale equity schemes

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ASIC yesterday released a consultation paper proposing to either remake or repeal ASIC Class Order [CO 07/74] Wholesale equity schemes: Licensing relief for trustees. This is due to expire (‘sunset’)... Read more continue reading

Grant Samuel Funds Management appoints head of institutional business

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Grant Samuel Funds Management (GSFM) has appointed Mr Charles Levinge to the newly created role of head of institutional business. Mr Levinge will be based in Melbourne and report to... Read more continue reading

SMSFA strongly opposes making super available for housing

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The SMSF Association remains emphatic in its opposition to superannuation being used to assist first home buyers enter the property market. Association Managing Director/CEO Andrea Slattery says: “It’s been our... Read more continue reading

Zenith gives three Legg Mason bond funds strong ratings

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Independent research house Zenith has given strong ratings to three bond funds being offered to the Australian retail market by the multi-affiliate global fund manager Legg Mason. The newly launched... Read more continue reading

Instreet opens the door to venture capital for sophisticated investors

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Boutique investment manager, Instreet Investment has launched a new fund designed to give investors exposure to innovative start-ups. Named the Instreet Start-Up Fund, this fund also provides the potential for... Read more continue reading

Netwealth tackles financial literacy with new technology partner

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Key points: Netwealth in partnership with a NZ tech company, is bringing a financial literacy program to Australia targeting 15,000 kids nationally over the next 12 months. Known as Banqer,... Read more continue reading

Insight Fund secures ‘Recommended’ rating from Zenith

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Insight Investment, a leading global investment manager, has received a ‘Recommended’ rating for one of its funds, the Insight Global Absolute Return Bond Fund, from research house Zenith Investment Partners.... Read more continue reading

Cooper Investors appoints Equity Trustees RE in wake of strong advisor interest

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Cooper Investors, the Melbourne-based specialist global equities fund manager, has appointed Equity Trustees to be the Responsible Entity (RE) for its two global funds in response to strong interest from... Read more continue reading