The pressure of meeting a spaghetti-like network of reporting standards has forced company executives to de-prioritise cybersecurity in favour of meeting global greenhouse gas emission targets, according to Perennial.
The continuing decline in online investment can be traced back to a few developments, but it must also sit alongside a reminder that usage peaked dramatically in the pandemic.
Australian Ethical’s partner in the new fund, Infradebt, is an ubiquitous presence in Australia’s energy transition movement, having funded 40 renewable projects to date.
Transfer Balance Caps, Super Balance Thresholds and the rules overseeing the notice of intent to claim a tax deduction are all overly complex and could do with immediate simplification, according to SMSF Association CEO Peter Burgess.
Biodiversity is under rising threat around the world, with potentially disastrous economic and social consequences. Investing in programs that manage and protect these assets will be key to mitigating the associated risks.
The moves made by Complii across 2023 should position the firm well for a rebound in advice industry numbers, which is entirely foreseeable given the proposals stemming from the government’s Quality of Advice review.
It’s a narrow path to a ‘Goldilocks’ economic outcome with steep drops on either side. Any easing of inflation is likely to come with real market disruption, which should lead to more opportunity for skilled active managers to show their mettle.
While financial advisers remain at the heart of the issue, the role of convincing consumers about the value of advice is shared with government and the industry at large.
Markets may have outperformed in 2023 after a dour 2022, but it wasn’t enough to lift confidence in retirement as cost of living pressures continued to cloud the financial future of many Australians.
The CIO of the $10 billion Australian Ethical wants to triple its funds under management by 2030. Getting on that growth trajectory could mean offshore partnerships or acquisitions to augment its in-house investment capabilities.
