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

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US investment market commentary

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Steve Merlicek, IOOF’s Chief Investment Officer, recently spent a week in Washington DC meeting with a number of economic strategists and think-tanks discussing investment trends. While traveling, the hot topic

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Budget changes are “on for young and old”

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The 2017 Federal Budget contained several proposals that will raise people’s engagement with their super. When contrasted with the 2016 Federal Budget, the changes in the most recent Budget were

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For advisers, it’s not what you say but the way you say it

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Advisers encounter a wide range of clients and are already, consciously or subconsciously, adapt interview techniques to increase the likelihood of achieving a mutually beneficial outcome. For clients, the outcome

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Price is what you pay, value is what you get

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If financial advice can substantially improve your clients’ financial situation and build a more prosperous retirement, why aren’t more of us seeking advice? Many baulk at the cost. But if

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Understanding the upcoming changes to super contribution limits

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On 1 July 2017, some of the widest-sweeping reforms to super since 2007 will come into effect. These reforms aim to limit the amount of money people can contribute to

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Proposed changes to default super to deliver enhanced choice and better financial outcomes

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The Productivity Commission (PC) has recommended changes to the $474 billion default super market that would encourage greater customer choice and engagement.  If enacted, the changes will result in employees

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IOOF MultiMix International Shares Trust rated ‘Recommended’ by Lonsec

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IOOF, one of the largest financial services groups in Australia, announced today that its IOOF MultiMix International Shares Trust (Fund) has been awarded a ‘Recommended’ rating from independent ratings house

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Productivity Commission draft report on alternative models for default super released

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The Productivity Commission (PC) has released its draft report on alternative models for default super, supporting an overhaul of how members join default super funds.  The PC will finalise their

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Fair and sustainable super regulations passed into law

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After receiving feedback from industry, the federal parliament has passed amendments giving effect to regulatory change, continuing the implementation of changes to superannuation that were announced by the Turnbull government

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