News

ETFs, Investments

ETFs find favour as SMSFs seek global exposure

SMSF, trustees, franking credits, AMP Capital

ETFs have been the main beneficiary of an interest in international equities from SMSFs during the second half of 2018.

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Regulation

Adviser Ratings unveils new rating system

Adviser Ratings has announced a new financial adviser rating system and an external governance committee in response to the banking royal commission.

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ASIC

ASIC’s rejection of licence application upheld

The Administrative Appeals Tribunal has upheld an Australian Securities and Investments Commission decision to reject an application for an Australian financial services licence by an SMSF service provide.

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ETFs, Investments, Portfolio Construction

SMSF asset allocations riskier now

Recent events have illustrated the risk SMSF investors face in continuing with concentrated asset allocations to equities and cash, an investment manager has warned.

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Accounting, Education, Financial Planning, Regulation

Accountants to benefit from advice market shake-up

The widespread changes to financial planning should allow accountants to establish their broader advice credentials.

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Administration, Compliance, Platforms

Migration main focus for SuperConcepts

New SuperConcepts chief executive Adrian Urquhart has nominated service consolidation and growth as his key priorities.

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ASIC

Limited licence applications remain at low levels

ASIC figures have shown limited licence application are still at low levels. 

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Education, Platforms, Superannuation

Hub24 unveils education service

Hub24 has announced the release of a managed portfolio education facility for financial advisers that will be available in different formats.

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ETFs, Investments

Innovation key to active management success

Active managers will need to deliver innovation in the future to remain competitive against the rising passive ETF industry, according to BetaShares.

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Pensions, Superannuation, Tax

Time to review pension payment rules

There were changes from 1 July 2017 altering which pension payments could be counted towards meeting a client’s minimum payment obligations for the year. It makes sense to review the new rules.

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