FEATURE: First State Super’s plans for StatePlus
Dan Purves reports on First State Super’s plans to build a “super” financial planning business with the acquisition of StatePlus.
June 06, 2016
IN FOCUS: Value added may be better than ‘growth’
Value managers are cautiously predicting that a rotation out of so-called growth stocks into value stocks may be on the horizon. Simon Hoyle reports.
June 03, 2016
Financial planners have moved on – someone tell the stockbrokers
Reforms to the financial planning sector appear to have bypassed the stockbroking community altogether, if recent reports are any guide. Simon Hoyle writes.
June 03, 2016
Coalition telling super porkies about changes to SMSFs
The treasurer saying that only 1 per cent of super members would be affected by 2016 budget changes wasn’t correct for SMSF’s, but Max Newnham writes they will be worse off under Labor.
June 02, 2016
Oil price forecasts are a mug’s game – but here’s one anyway
It is a truth universally acknowledged that oil prices go up and down like a yoyo, but that doesn’t stop investors from wasting money and time trying trying to forecast them. Tom Stevenson reports.
June 02, 2016
The Sharing Economy: Zurich’s next investable megatrend
Zurich Financial Services Australia Limited (Zurich) has today released the next chapter of its whitepaper Investable Megatrends, which focuses on emerging opportunities for long-term investors. The Business of Sharing chapter explores what is commonly known as ‘the sharing economy’, and how investors can ride this fast evolving megatrend by investing in companies and industries that
June 01, 2016
AMP revamps BOLR facility to align revenue and valuations
Simon Hoyle reports on the four major changes the financial planning giant is introducing to its buyer of last resort facility to alter how it values practices it acquires.
June 01, 2016
When the government tinkers with super, there are no winners
No one, least of all advisers, will benefit from the radical super changes proposed in the Turnbull government’s first budget. Todd Kardash writes.
June 01, 2016
24 HOURS: A day in the life
of … DMG Financial
A new series focuses on the day-to-day activities of leading financial planing businesses across Australia. In the first instalment we visit Sale, in country Victoria.
June 01, 2016
Lonsec reaffirms ‘highly recommended’ rating to Legg Mason’s Australian Bond Trust
Legg Mason today announced that its Australian Bond Trust has maintained its ‘Highly Recommended’ rating from Lonsec, as at May 2016. The Trust is managed by Legg Mason’s largest affiliate fund manager, Western Asset Management, a fixed income specialist with $US434 billion under management. In its review, Lonsec noted that the strength of the fund
May 31, 2016
The case for global equity income investing
The recent decision by the RBA to lower the cash rate .25 basis points has some investors re-evaluating their current income strategies. In the search for income, one of the most popular strategies is equity investing because of the regular payments of dividends, the possible tax benefit offered by franking credits, and low interest rates
May 31, 2016
