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Crypto platforms welcome Frydenberg’s regulations

From being a ‘crypto critic’, Australia has quickly transformed itself to soon be a ‘crypto leader’ by proposing a framework for managing cryptocurrencies and crypto companies, in the biggest shakeup in the country’s payment systems in 25 years. Covid-19 showed us how quickly society digitised its payments systems with the onset of Afterpay and its…

Ishan Dan | 16th Dec 2021 | More
SMSFA partners with Deakin and Kaplan

Deakin University, the largest provider of postgraduate qualifications to the financial planning sector this week announced a partnership with the SMSF Association. Along with Kaplan Professional, Deakin will allow students in their Master of Financial Planning degrees to complete SMSF Association accredited requirements. The course will include a unit that meets the educational requirement to…

Staff Writer | 23rd Sep 2021 | More
  • Opportunity for those who remain as adviser exodus continues

    The Musical Chairs report released by Adviser Ratings offers insightful data on the wealth management industry after undergoing significant changes over the last five years. As advisers return to the office, with the occasional small COVID-19 outbreak, movement between firms continues. The first quarter saw 2.2 per cent of advisers move to a new licensee,…

    Ishan Dan | 8th Jul 2021 | More
    ASICs releases guidance on Ongoing Fee Arrangements

    The Australian Securities and Investment Commission, regulator of the financial adviser industry, this week released their long-awaited guidance regarding Ongoing Fee Arrangement changes set to come into force on 1 July 2021. In a positive move for advisers struggling under reams of compliance paperwork, the guidance replaced Regulatory Guide 245 and offers a straightforward commentary…

    The Inside Adviser | 17th Jun 2021 | More
  • Transfer balance, contribution caps set to increase

    The Australian Tax Office (ATO) has flagged an increase in both the Transfer Balance (TBC) and Total Superannuation Balance (TSB) caps, which impact everything from the eligibility to make contributions, tax exemption of earnings and even the co-contribution. Following the release of the consumer price index (CPI) figures earlier this week, the TBC and TSB…

    The Inside Adviser | 28th Jan 2021 | More
    Good and bad news for IOOF

    The good news for IOOF (ASX: IFL) following the battering it took from shareholders last month is that the Australian Competition and Consumer Commission (ACCC) has approved its MLC takeover. The bad news is that the remaining class action against it has been funded. The ACCC said on Monday it would not oppose IOOF’s $1.4…

    Greg Bright | 14th Dec 2020 | More
    Can Trump pull a Bradbury?

    Before last week’s positive COVID-19 test, there was little doubt President Trump was on the comeback trail. Amid signs of an economic recovery, positivity around hopes for a vaccine, and progress on another fiscal stimulus package, all was looking up for a second term. Then came the ‘Presidential Debate,’ in which Trump brought Democratic candidate…

    Drew Meredith | 4th Oct 2020 | More
    Part#2 – Market Risks and the US Election

    Christine Todd from Amundi Pioneer goes INDepth with James Dunn from The Inside Network. In the second part of a two part interview, Christine Todd from Amundi Pioneer goes INDepth with James Dunn from The Inside Network. Christine discusses ‘Market Risks and the US Election.’

    Chris Tucker | 29th Sep 2020 | More
    Stonehorn: fear = opportunity

    They say that the first year of a new business is the hardest. Although there were moments when it felt like it might be, it hasn’t turned out that way for Sam Lecornu, Duke Lo and John Lam, partners in new Hong Kong-based Asian fund manager Stonehorn Global Partners. From a standing start in June…

    John Addis | 24th Sep 2020 | More
  • Earnings volatility creates opportunity

    The rollercoaster in global equity markets during the first half of the year is now behind us, and although the market has rebounded, many industries still remain affected by COVID-19. With an upcoming US election creating further uncertainty and a dull economic outlook, many investors and advisers are currently thinking – where to from here?…

    Ned Bell | 17th Sep 2020 | More
    Press Release – IMAP Announces 2020 Managed Account Awards Winners

    The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2020 IMAP Managed Account Awards.  “We had a record number of entries this year. The quality and depth of the entries has again impressed our awards judging panel.  It was a very close contest in each of the categories,” said Toby Potter…

    Greg Bright | 3rd Sep 2020 | More
    Impact Investing, with a focus on Real Assets

    INDepth Matthew Tominc – Conscious Investment Management Conscious Investment Management is a different kind of investment firm. They believe that finance and investment can be a powerful and scalable force for good. Giselle Roux form The Inside Network talks with CIO Matthew Tominc about Impact Investing, with a focus on Real Assets.

    Giselle Roux | 18th Aug 2020 | More