All Articles tagged with 'Irene Guiamatsia'

You are in Posts tagged 'Irene Guiamatsia'

Inflation pushes retirement preparedness to 10-year low as retiree concerns mount

From Brighter Super & Investment Trends

Retirement preparedness among Australians has reached its lowest point in 10 years, according to the Brighter Super & Investment Trends 2024 Retirement Income Report[1]. The report, is a comprehensive snapshot

continue reading

18 Nov 2024

Mind the gap: Super funds key pillar of support in both retirement expectations and reality

From Investment Trends

Two years on from the Retirement Income Covenant coming into force, research from leading financial insights firm Investment Trends highlights the stark disconnect between the income sources pre-retirees expect to

continue reading

17 Sep 2024

Adviser fee hikes drive client attrition, boost profit margins

From Investment Trends

Investment Trends, a leading financial services research firm, has released its 2024 Adviser Business Model Report, offering crucial insights into the evolving landscape of financial advisory practices in Australia. The

continue reading

30 Jul 2024

Technical content and workshops take centre stage at Technical Summit

From SMSF Association

The more than 350 SMSF professionals who attended the two-day SMSF Association Technical Summit in Sydney this week went away armed with comprehensive strategies and enhanced industry knowledge to take

continue reading

29 Jul 2024

ATO ‘difficulties’ a challenge for SMSF professionals and trustees

From SMSF Association

A key challenge for financial advisers when servicing their self-managed super fund (SMSF) clients related to difficulties encountered with the ATO, Dr Irene Guiamatsia, Head of Research at the research

continue reading

25 Jul 2024

Adviser numbers stabilise, reflecting positive market outlook: 2024 Adviser Product and Marketing Needs Report

From Investment Trends

Leading financial services industry research firm Investment Trends has released the 17th edition of its 2024 Adviser Product and Marketing Needs Report, highlighting key trends and opportunities within the financial

continue reading

11 Jul 2024

Investment Trends research to come under the microscope at Technical Summit

From SMSF Association

Delegates to the SMSF Association 2024 Technical Summit, being held on 24-25 July at Sydney’s Hyatt Regency, will get a rare insight into the Vanguard/Investment Trends 2024 SMSF Report that explores how

continue reading

03 Jul 2024

Significant opportunity for insurers to engage 2.6 million interested Australians without health coverage, new report reveals

From Investment Trends

Key points Ready health insurance market: This untapped market has an average age of 39 years, with 45% aged between 18-34, and an average income of $78,000. Onboarding opportunities: The

continue reading

26 Jun 2024

Rising climate and health risks spurs surge in Australian consumers’ appetite for insurance cover

From Investment Trends

Key points 45% of Australian consumers say general and health insurance are both more important now than before the pandemic. Reputable brands (42%) and low premiums (37%) are rated as

continue reading

25 Jun 2024

Rising climate and health risks spurs surge in Australian consumers’ appetite for insurance cover

From Investment Trends

Key points 45% of Australian consumers say general and health insurance are both more important now than before the pandemic. Reputable brands (42%) and low premiums (37%) are rated as

continue reading

17 Jun 2024

FIRST 12 3 4 LAST

Earn CPD Points

CPD: Consumer protection brief – advisers at the frontline of preventing financial abuse
Introduction Financial Abuse is a major societal problem, regarded by many observers, and some states, as a form of domestic violence. Although recognised in Commonwealth law, in most Australian jurisdictions [...]
CPD: A deep dive into Listed Private Equity Investments
Private equity (PE) is ownership of, or interest in, a corporate entity that’s generally not publicly listed or traded, although PE is increasingly backing listed companies where there are opportunities [...]
CPD: Global dividends play an important role in portfolio income
With the next move in interest rates likely to be downward, the importance of dividend income will be reinforced. And while Australian investors love their income producing blue chips – [...]
CPD: Top 10 tips for providing ethical advice
The Australian Financial Complaints Authority (AFCA) does more than hear complaints; it also provides tools to help financial advisers meet their legal and ethical obligations throughout the advice process. This [...]
CPD: Deceased estates and tax
Despite a perception that the use of trusts is the domain of the extremely wealthy, trusts can be used by a broad spectrum of clients to achieve a range of [...]