Intel

For those who need to be in the know. Covering everything from changes in the financial advice and superannuation industry, to understanding how the global leaders are innovating to navigate the constantly evolving conditions. Expect profiles on leading advisers, pension funds and managers alongside unique opportunities.

Articles

Is affordable advice possible post the Royal Commission?

The Banking Royal Commission was a watershed moment for the financial advising industry, and almost two years on, has there been change? In one word, yes. Too much change. So much change, that Australian Securities and Investments Commission (ASIC) and

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Advice regulation evolving before our eyes

It’s been a busy few years for the financial advice industry and its regulators, including the Australian Securities and Investments Commission (ASIC). Yet if the past week is anything to go by, things are only likely to be get busier

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Review offers up ammunition for super fight

There were no recommendations in the Retirement Income Review final report, and nor did there need to be. In the highly charged political environment around super, there was sufficient evidence for the Government to do what it wants. Michael Callaghan,

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SMSFs cheaper to run than ASIC says

SMSFs are not as expensive to operate as many, including ASIC and the Productivity Commission, have led us to believe, according to a report by consulting actuaries Rice Warner, and published to coincide with the start of ‘SMSF Week’. The

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Datt Capital tops Australian Equity funds

Datt Capital Absolute Return Fund ranked as No.1 Australian Equity Fund by Fund Monitors The Datt Capital Absolute Return Fund has been recognised as the No. 1 Australian Equity Fund as at the end of September 2020; evaluated over a

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The factors and fears holding back investors

Financial services software house, Calastone, recently released their Global Investor Behaviours and Attitudes White Paper. It is the culmination of a survey of 1,800 people across six nations including the UK, US, Australia, New Zealand, Hong Kong and Germany, with

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Managers queue to catch the quoted funds wave

Loftus Peak, Australian global equities boutique, has become the second manager to launch a “quoted managed fund.” This looks set to become a strong trend in retail distribution, with a host of managers lining up for the new form of

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An interview with Michael Rees-Evans

This week we caught up with Michael Rees-Evans of Libertas Wealth Consulting. Michael has an impressive career spanning big business and boutique, spending time with Price Waterhouse and Accenture as a management consultant before embarking on a career in financial

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Advisers should expect more changes with insurance

For many advisers, life insurance is an important part of their income. But unless the insurance sector changes its business lines, particularly with troublesome income protection products, they will all feel the pinch come the third quarter next year. The

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