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Morningstar tips for ‘late recovery’ trades

The recovery from 2020’s “massive period of turbulence” hasn’t lifted all boats, and there are still plenty of bargains to be had, if you know where to look. Gareth James, Morningstar’s Sydney-based equity research strategist, expects Link Administration (ASX: LNK), for instance, to bounce back from “a tough few years” of regulatory changes and the…

Lachlan Maddock | 10th Jun 2021 | More
Magellan looks to booming retirement market, launches FuturePay

Magellan Financial Group (ASX: MFG) last week released its long-awaited new retirement product, called FuturePay. The product launch comes at an important time for the investment and superannuation industry in general, which has seen very little innovation or new product releases focused on delivering more sustainable retirement incomes. So, what is Magellan FuturePay? The product…

Ishan Dan | 7th Jun 2021 | More
Minimum pension reductions extended until 2022

Prime Minister Scott Morrison took the opportunity at this week’s Liberal Party meeting to confirm that the minimum pension drawdown standards would be reduced for another financial year. The so-called COVID-19 measures were set to apply for the 2019-20 and 2020-21 financial years in light of the financial losses experienced by investors during the pandemic….

Drew Meredith | 3rd Jun 2021 | More
  • Is Team Australia tightening too fast?

    When COVID-19 found its way to Australia the health advice was to mandate social distancing by closing businesses deemed non-essential and restricting people’s movement. The economic consequences were tragic – both at the aggregate level and because certain industries and occupations were far more heavily impeded. A broad and bold policy response was required, and…

    Contributor | 17th May 2021 | More
    Eleven new super funds gain AAA ratings from Rainmaker

    As the industry fund sector embarks on what will be a busy and decade shaping year, Rainmaker’s recent release of its latest batch of AAA-rated super funds couldn’t be more timely. The research house seeks to assess the quality of 692 products issued by 178 superannuation funds, including both industry or so-called “not for profits”…

    Staff Writer | 6th Apr 2021 | More
    Advice complaints remain low despite 2020 increase

    The Australian Financial Complaints Authority (AFCA) was established in 1 November 2018, combining the Financial Ombudsman Service, Credit and Investments Ombudsman (CIO) and Superannuation Complains Tribunal (SCT) into a more efficient and well resourced group. Covering most aspects of the financial services industry, the data was naturally tilted towards complaints against the banking sector and…

    Staff Writer | 1st Mar 2021 | More
  • Annual renewals bill passes both houses of Parliament

    The Financial Sector Reform Bill (Hayne Royal Commission Response No. 2) Bill finally passed both houses of Parliament on Friday, as the professional standards expected of the financial advice industry continue to increase. The bill includes three significant changes for the industry, each aimed at protecting clients against the “fees for no service” debacle that…

    The Inside Adviser | 1st Mar 2021 | More
    Atchison on solving the retirement riddle

    The issue of retirement income has arguably become far too politicised in recent years, with rational debate seemingly scarce. While the focus inevitably falls on the political football that is superannuation, the Age Pension doesn’t get the attention it deserves. The federal government’s retirement income review, released late last year, showed that the pension will…

    James Dunn | 17th Feb 2021 | More
  • Performance benchmark a cloud on horizon for SMSFs

    It may be a lull between storms but the SMSF Association has no major political battle to contend with at the moment, instead focusing on smaller issues to do with regulatory change and embarking on new research about small funds’ performance in case that becomes an issue in future. John Maroney, the association’s chief executive,…

    Greg Bright | 17th Feb 2021 | More
    Are return expectations moving ahead of reality?

    Schroder’s Investment Management this week released a note to the ASX in which they announced the objective returns of their popular listed and unlisted CPI Plus series of funds would be amended. For those who aren’t aware of the strategies, they are what’s known as multi-asset class strategies, able to invest across all available asset…

    The Inside Adviser | 4th Feb 2021 | More