Industry Updates

Future fund investment mandate

Joint media statement with Senator the Hon. Mathias Cormann Minister for Finance Following the decision to defer drawing down from the Future Fund until at least 2026-27 the Government last night registered a revised investment mandate for the Future Fund, which will come into effect on 1 July 2017. The revised mandate which will now

YTML: Focus on what you can change

Advice solution and tech provider YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it. YTML is software agnostic, working with a range of software providers so as to deliver the best solutions to the adviser or licencee. YTML CEO Kevin Liao said it

IOOF Employer Super introduces new online trading functionality

IOOF, one of the largest financial services groups in Australia, is pleased to announce it has launched a significant enhancement to its IOOF Online smart functionality. Through IOOF Online, members of IOOF Employer Super and their advisers can now trade listed securities and managed investments faster and more easily. IOOF Online’s transactional capability has been

Are HNW investors ahead of the investment cycle?

Over the last few weeks there has been an increased number of headlines in the major mastheads noting that many HNW investors believe current commercial property prices are “crazy” and “insane”. This sentiment has been supported by a number of wealthy investors selling property assets which they feel are fully priced as the cycle reaches

Look for companies set to benefit from innovation

Despite recent talk about ‘disruptors’ and the impact that new companies can have on traditional marketplaces, investors shouldn’t assume that ‘innovation’ necessarily means disruption and fear the worst for their portfolio. “Innovation and disruption are part of capitalism, and have been happening for a long time,” says Julian Beaumont, investment director at Bennelong Australian Equity

Reform your business model to meet clients’ changing needs

Advisers must make the move to strategic advice – for their clients’ benefit and their own. This means developing an in-depth relationship with consumers, Allison Dummett writes.

Proximity to money can make you less ethical

People working in financial services need to accept that “proximity to money” makes them more likely to engage in poor ethical behaviour.

First-home buyer demand bounces higher

Low rates combined with recent changes to various first home buyer initiatives has helped encourage more potential property buyers into the market, new research has revealed. Mortgage Choice’s latest Loan Purpose Report found first home buyers accounted for 14% of all loans written by the company in April, up from 12.2% in January. “In the

Insight Investment Fund added to HUB24 platform

Insight Investment, a leading global investment manager, today announced that the Insight Global Absolute Return Bond Fund has been added as an investment option to the HUB24 platform. The Insight Global Absolute Return Bond Fund aims to provide a positive absolute return in all market conditions over a rolling 12 month period and seeks to

Why Amazon shares make the case for active investing

It is fashionable to believe that passive investing has fatally wounded stock-picking. Amazon’s 20 years on the sharemarket is proof that active investing remains fit and well.

Has FoFA worked? Treasury wants your feedback

The Treasury Department wants to know whether five Future of Financial Advice reforms have achieved their objectives and how they have affected your business.

Anomalies present opportunities for active investors: PM Capital

Just like human anomalies can make all the difference in sporting teams, picking anomalies in equities and fixed income markets can help investors achieve winning performance, according to PM Capital. This month PM Capital is hosting a series of investor forums across five Australian capital cities exploring how the manager goes about finding and interpreting

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