Ignore the noise and keep your eye on the long game, investors advised

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Aussie investors ill served by short-term debate that adds no value Despite decades of evidence to the contrary, investment managers and commentators persist in holding a short term view of the market that’s unlikely to be in the best interests of ordinary investors, says boutique Aussie equities specialist, Hyperion Asset Management. “The recent falls in […]

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Focus on strong investment strategy over single incidents crucial for long-term returns when investing offshore

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PM CAPITAL says holding your line likely to be the best long-range outcome PM CAPITAL has said that at times of geo-political or environmental disruption it is common for investors and markets to over-react and retreat from conviction positions or abandon a logical investment strategy. According to the Portfolio Manager of PM CAPITAL’s Emerging Asia […]

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Aussie dividends ETF catches eye of international investors

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Russell urges investors to consider cash alternatives with new ETF Global investment services firm Russell Investments is encouraging investors to think outside term deposits and cash and look for income alternatives such as high dividend paying shares which can boost returns, provide capital growth and be more tax effective. Russell’s High Dividend Australian Shares ETF […]

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ASX Group Monthly Activity Report – June 2011

  The value of ASX-listed stocks, as measured by the All Ordinaries Index, fell 2.7% during June 2011. Many other major markets also fell during the month including Hong Kong down 5.4%, the US down 1.8%, the UK down 0.7%, and Singapore down 1.2%. In contrast Japan was up 1.3%. Over the course of financial […]

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Diversified fund appoints new Head of Reverse Mortgages

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Peter McDonagh joins Centuria Capital One of Australia’s most successful diversified fund managers, Centuria Capital Limited (formerly Over Fifty Group Limited) announced today that Peter McDonagh has joined as Head of Reverse Mortgages. With almost 30 years experience within the financial services industry, Mr McDonagh has extensive expertise in managing mortgage services teams and high-volume […]

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Deferred date for new tax treatments for managed investment trusts

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Last year, the government announced a new tax system for managed investment trusts (MITs) that will reduce complexity, increase certainty and minimise compliance costs for MITs and their investors.  In April, a further announcement was made to defer the start date of the new laws from 1 July 2011 to 1 July 2012.  The government […]

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The taxation of financial arrangements under TOFA rules

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Background to the TOFA reforms The TOFA reforms were first announced in the 1992 budget and were later taken up by the Review of Business Taxation. The review’s final report – A Tax System Redesigned (the Ralph report) – made various recommendations about the taxation of financial arrangements. While some of the recommendations made in […]

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Investors demand more competitive offerings from Alternative Strategies – Multi Asset Sector

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Notable changes have occurred in the Alternative Strategies – Multi Asset sector since Standard & Poor’s Fund Services’ last review in December 2009, according to the Sector Report published today. The growing demand for transparency, increased liquidity, fee structure changes, and lower stock-market beta products have increased competition in the sector. The classic fund of […]

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Research reveals investor appetite for future innovation, but on new terms

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Improve existing products before creating new Focus on solutions which deliver targeted outcomes Human judgement a key enabler Third party administrators a partner for innovation An annual, independent study released today by CREATE-Research, commissioned by Citi’s Global Transaction Services and Principal Global Investors, finds that while innovation is deemed to have produced mixed results over the […]

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S&P Assigns ‘STRONG’ Rating To Commonwealth Bank’s Vantage+ Product

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Standard & Poor’s Fund Services has assigned its ‘STRONG’ rating to the Commonwealth Bank Vantage+ product. This reflects what we view as a solid expected risk-return profile, simple and efficient structure, and clear product philosophy and targeted investor profile. Commonwealth Bank Vantage+ provides enhanced or leveraged exposure to the price returns performance of the S&P/ASX […]

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