Advisers on the horns of a non-concessional dilemma
Max Newnham writes that super rule change uncertainty poses a challenge for advisers wanting clarity around how to help clients save more for their retirement.
November 10, 2016
Education is only the first step to planning reform
Trust and perceived value remain the biggest challenges to Australians seeking financial advice, and this isn’t changing as quickly as it needs to. Bernie Ripoll and Paul Feeney write.
November 10, 2016
Can more SMSF risk lead to a better retirement outcome?
From “ugly” returns to “good” returns and everything in between. You may not need to push the self-managed super fund risk envelope to the limit, but just far enough. Ron Bewley writes.
November 10, 2016
Australian Absolute Return Equity Manager Monash Investors receives “Recommended” Rating from Lonsec
Independent research firm Lonsec has awarded a “Recommended” Rating to the Monash Absolute Investment Fund (Fund). The Lonsec rating follows a Superior Rating received by the Fund from SQM in June 2016. Monash Investors Co Portfolio Manager Simon Shields said the Rating was welcome affirmation of the Fund’s unique attributes and investment approach. “Monash Investors
November 09, 2016
Property still hot for investors with growing number of Australians owning investment homes
According to ING DIRECT’s latest Financial Wellbeing Index, property still holds strong appeal for investors with one in every five (20%) Australians saying they own an investment property. Despite tightened investor lending and signs that the property market is slowing, investor demand has continued to grow with the number of Australians investing in property growing
November 09, 2016
Multi-asset managers further reducing investment expectations, says Zenith
With cash rates globally at, or near, historic lows, investment managers are reducing their return expectations across a broad range of asset classes, says Zenith Investment Partners in their latest Multi Asset Sector review released last week. Zenith’s Head of Income and Multi-Asset Research, Andrew Yap said “participants within Zenith’s sector review have highlighted that
November 09, 2016
Australian ETF industry remains resilient amid declining markets
The Australian exchange traded fund (ETF) industry growth moderated at $24.1 billion in funds under management (FUM) in October, as global and Australian share markets fell, according to the BetaShares Australian ETF Review – October 2016. The industry showed its resilience as net inflows remained strong, increasing to $629 million in October (September net inflows:
November 09, 2016
How technology helps US advisers earn twice as much as you
With more than 800 fintech start-ups in Silicon Valley, a mind shift has to occur around what business it is that financial planners are actually in. Ben Power reports.
November 09, 2016
REST using Acorns app to encourage voluntary savings
The micro investment app is helping members of the industry superannuation fund to make additional contributions to their retirement savings. Dan Purves reports.
November 09, 2016
A rose by any other name would (not) smell as sweet
If you want people to know what you do, Dixon thinks it’s a good idea to tell them what you do. On the other hand, sometimes in business it pays to be deliberately misleading
November 09, 2016
Advisers welcome new package designed to boost client engagement, satisfaction and revenue
Leading personal financial management (PFM) software provider Moneysoft has launched a complete package of resources and tools to help financial advisers introduce an effective, profitable budgeting and cashflow management service to their clientbase. Developed in conjunction with advisers, the Moneysoft Business Processes toolkit contains a series of eBooks, video tutorials, blogs, and client-facing brochures and
November 08, 2016
Extended coverage: Professional Planner|Zenith Fund Awards
Coverage of all 19 categories in the 2016 Professional Planner | Zenith Fund Awards, including winners' interviews and Zenith's category commentaries.
November 08, 2016
