Guiding SMSF trustees through borrowing and residential property investing

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An increasing number of self-managed superannuation fund (SMSF) trustees and members looking at investing in residential property are seeking clear information on borrowing, and how residential property fits within their

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Top Five Questions Investors Ask

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The GFC and subsequent volatility has increased the number of market presentations my team and I have been asked to do for the clients of financial planners. I thought you’d

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Zenith Launches its Model Portfolios on the Linear Managed Account Platform

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Zenith Investment Partners (Zenith) has launched a suite of five diversified, multi-manager model portfolios on the Linear Managed Account platform. The models, which operate under a managed investment scheme structure,

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Old favourites lose ground in Russell’s Australia high dividend index reconstitution

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Defensive stocks and financials dominate high dividend index Fosters and Telstra were down weighted Defensive stocks have proved to be the best choice for dividend yields in the Russell Australia

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Research highlights need for advisers to prepare for battle

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National President of the Association of Financial Advisers (AFA) Dr Jim Taggart, OAM says recent research published by Roy Morgan Research around the low level of consumer trust in advisers

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Why advisers have nothing to fear from technology

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At the danger of invoking a collective moan of discontent from all Australian financial advisers, I want to begin this post on the role of technology in your industry by

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Actuaries call for standardised superannuation fund benefit projections to help members

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Superannuation funds should include member benefit projections in annual member statements to help members track their progress towards their retirement savings goals and encourage voluntary super contributions, according to a

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Sector ETFs Take ETF Strategies to a More Active Level Including Core/Satellite and Sector Rotation Strategies

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With a sector ETF, investors can take ETF strategies to a more active level. Sector ETFs buy the sector, rather than the individual stocks, and gain an appropriately weighted interest

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AFA’s search for a star reaches final

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Richard Klipin, CEO of the Association of Financial Advisers (AFA) says the future of financial advice is in good shape, judging by the standard of the finalists in this year’s

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Outgoing AFA National President calls on Minister Shorten to put consumers first

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National President of the Association of Financial Advisers (AFA) Dr Jim Taggart, OAM has called on Minister Bill Shorten to become a true advocate of the financial services industry so

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