Minimising tax on the death of a self-managed super fund member
Nobody likes to think about what will happen when their partner dies, but plans made now regarding what happens to an SMSF will prevent extra grief in the long run. Max Newnham writes.
September 14, 2016
Key options for limited MDA arrangements
In part two of an analysis of looming changes to managed discretionary accounts, (MDAs) David Heather says advisory firms with limited MDA arrangements have three key options to consider.
September 14, 2016
Riding the cycle of low interest rates and high market volatility
Following recent sharemarket volatility and last week’s announcement by the Reserve Bank of Australia that the cash rate will remain unchanged at 1.5 per cent, Kinetic Super’s Chief Investment Officer, Paul Kessell offers some timely advice about investing in a low interest rate environment. At Kinetic Super, we encourage all Australians to take control of
September 13, 2016
Australian Unity Personal Financial Services adds managed portfolios to the Federation Alliance platform
The first in a new range of Managed Portfolios designed for Australian Unity Personal Financial Services (AUPFS) clients have been released and are now available as Separately Managed Accounts (SMA) on the Federation platform. This move coincides with the recent launch of Federation SuperTM and its addition to the AUPFS approved product list. “The SMA
September 13, 2016
Global Equity Products Surge as Investors Seek Returns Offshore
Global equity fund managers are bringing more and more new products to the market, as investor demand for global exposure and a range of different strategies continues to grow. According to Lonsec Research’s recently released Global Equities Sector Review, 172 different global equity products were rated in 2015–16, with 25 new products added since the
September 13, 2016
Impact investors forcing fund managers to change direction
Investors are demanding ethically responsible investment options, and fund managers are being forced to respond, says Matthew Dent, director of the Emerald Wrap, which offers an Impact Investment platform for Responsible investing (RI). “The days of the two-dimensional approach of risk and reward to investment is being replaced by a far more sophisticated four-dimensional framework
September 13, 2016
BetaShares August Australian ETF Review: Industry FUM hits new record, growth driven by new money and products
The Australian exchange traded fund industry hit a new all-time high in August of $23.6 billion in funds under management (FUM), according to the BetaShares Australian ETF Review. The industry gained a modest 1% (or $220 million) in FUM, building on the positive growth from July, which had marked the previous record. With the decline
September 13, 2016
Why CPA Australia backed Malley to shake up financial planning
Acting in the public interest means much more than just calling out bad practice in financial planning. With the backing of its board, and the blessing of the regulators, CPA Australia decided to do something about it.
September 13, 2016
Saxo Capital Markets revolutionises fixed income trading with the launch of the first truly digital bond trading solution
Saxo Capital Markets, the multi-asset trading and investment specialist, announces today a major transformation in the fixed income trading space with the launch of the first truly digital trading solution for corporate and government bonds across markets globally. As part of the launch, Saxo will offer its clients access to trading opportunities in over 5,000
September 12, 2016
Parallels between financial planning and tending lawns
How Troy Scott turned away from accounting in the pursuit of excitement, while being driven by the need to make a change in his clients’ lives. By Jo Leggatt.
September 12, 2016
Believe in your business – and tell the world
The best way to showcase your capability to potential clients is through a selection of ‘proof points’, where you illustrate your skills through truthful statements. By Anthony O’Brien.
September 12, 2016
ETP industry reaches all-time high: Smart beta and active ETPs attract lion’s share
Investors are increasingly investing in smart beta and active exchange traded products (ETP) to improve portfolio outcomes and navigate volatility in global and domestic markets according to VanEck. Australia’s ETP industry reached a record high in August ending the month at $23.49 billion. The modest growth of $283m in August reflected investor’s ongoing risk aversion
September 09, 2016
