Maximise NCCs before July 1, 2017 – or else!
A previous column gave the right advice, but for the wrong reasons. Here is clarification of what went wrong, and why non-concessional contributions are still a hot topic. Max Newnham writes.
November 23, 2016
More benefits to investing overseas than just currency
Investing overseas offers many opportunities for success other than currency – if you can find them. Nathan Bell explores recent investments his business has made around the world, and why.
November 23, 2016
Global long/short options expand: Zenith
Australian retail investors are benefiting from the increasing availability of differentiated Global Long/Short equity strategies according to Justin Tay, Zenith’s lead analyst on the International Shares – Long/Short sector. Zenith Investment Partners has just released its International Shares – Long/Short Sector Review, and commenting on the review, Tay said: “We have observed the launch of
November 22, 2016
Charter Hall launches new direct industrial fund to meet investor demand for income yield and resilient growth
Charter Hall Group, one of Australia’s leading integrated property groups with $18 billion of assets under management, today announced the launch of its fourth Direct Industrial Fund (DIF4) which features a target income yield of 6.5%1 plus capital growth. DIF4 will invest in a portfolio of high quality industrial property that is 99.8% occupied and
November 22, 2016
Markets continue to believe in Trump now the shock has receded
Markets appear to have settled in the belief that Trump will be positive for US businesses, says Instreet managing director George Lucas. “Sectors such as construction and banks have done particularly well as investors expect the new president to deliver a surge in infrastructure spending and a lighter regulatory touch,” he says. “The possible economic
November 22, 2016
AMP’s North wrap products hit $25 billion FUM
AMP’s North wrap products, North and MyNorth have collectively hit $25 billion in funds under management (FUM), with AMP’s flagship wrap platform MyNorth reaching $4.4 billion FUM since its February 2016 launch. AMP Director of Superannuation Patricia Montague said MyNorth’s strong growth has been driven by its new and flexible investment menus giving customers greater
November 22, 2016
XTBs added to Macquarie digital wealth management platform OwnersAdvisory
Reflecting the continued search for income in a low-yield environment by investors, in particular SMSFs, ‘XTBs’ have recently been added to OwnersAdvisory by Macquarie. The OwnersAdvisory platform offers custom advice across all standard asset classes; cash, fixed income, equities, commodities and alternatives, based on an investor’s personal profile, objectives and risk appetite. The inclusion of
November 22, 2016
NAB cuts entry-level advisers and restructures to improve consistency
The bank's financial planning business will be reorganised geographically - and a new position created - to better support a greater number of more senior advisers. Simon Hoyle reports.
November 21, 2016
Blazing saddles: 2016 Future2 Wheel Classic – from the road
Dave Dyson, who last year produced a first-hand account of life in the saddle exclusively for Professional Planner, is blogging again this year and you can read all of his updates from the road here.
November 21, 2016
Colonial First State’s record of advice enhancements drive adviser usage higher
In the six months since Colonial First State first launched enhancements to its popular Record of Advice (RoA) functionality, usage amongst advisers through the platform has jumped by 10 per cent. The increase comes as CFS introduces new same-day RoA generation on FirstNet Adviser, enabling advisers to generate an RoA on the same-day – in
November 21, 2016
IOOF launches new adviser portal with superior functionality
This week IOOF launches a brand new online experience for advisers using IOOF Employer Super. “Intense research and development has created a strong point of difference over our peers in remarkable time,” says Chris Weldon IOOF’s Head of Product.“And there are new features waiting in the wings to be added in. “We used a ‘best-in-market’
November 21, 2016
Long-term advice: Watch TV with interest, but never with fear
This country boy’s clients have learned that with effective long-term planning, events like Brexit and the ascension of Donald Trump to the US presidency are no cause for panic. Jo Leggatt writes.
November 21, 2016
