MM Newsletter
  01 February, 2021
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Industry News
Extend reference checking to management and boards says FPA
The Financial Planning Association has told the Australian Securities and Investments Commission the same reference checking protocols that apply to financial advisers should apply to those management or on boards.
Money Management Original
APRA reveals significant impact of Govt policy on super
Over 30% fewer superannuation fund members have been revealed as having life insurance and total and permanent disability cover as a result of the Government’s successive changes to superannuation policy.
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Why choose a profit-for-members super fund?
Explore the benefits of a super fund that puts members first, with dedicated adviser services, lower-cost index retirement products and actively managed investment options.
Money Management Original
Advisers low down on the super fee ladder
Advice fees are comparatively low on the superannuation fee ladder compared to those for administrators and fund managers.
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Industry News
ASIC points to several actions against fund managers
The Australian Securities and Investments Commission has successfully moved against Mayfair 101 and has pointed to several actions underway targeting fund managers.
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Does a sustainable approach improve investment outcomes?
The research on ESG and sustainable returns is investing in the approach does not sacrifice returns, or cost the investor more, and may enhance both risk and return. What has been the experience at Ausbil?
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Money Management Original
Did Shipton get the benefit of the doubt?
The Treasurer, Josh Frydenberg, made his decision on Australian Securities and Investments Commission chairman, James Shipton’s future based on Treasury legal advice on what the Thom Review identified as possible code of conduct breaches.
Industry News
Record house refinancing to continue as cash rate holds
House prices are also expected to bounce back in 2021, largely due to expectations the cash rate will remain low, according to a survey of experts and economists.
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Industry News
Kearney Group launches responsible investment range
Following an 18-month redesign and client feedback, Kearney Group has launched a range of responsible investment options for its clients.
Industry News
Hard to ‘ignore’ investing in India: ETF Securities
India is set to become the world’s third-largest economy over the next 10 years and its economic future is dominated by infrastructure growth, reforms and fiscal policies as well as consumption by the expanding middle class.
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Industry News
Parametric appoints new manager of research and strategy
Parametric Portfolio Associates has announced the appointment of Whitlam Zhang as its new manager of research and strategy, Australia and New Zealand.
Industry News
Investment Trends appoints head of research
Dr Irene Guiamatsia will replace Recep Peker who will continue to support clients in an advisory capacity.
Industry News
Shipton to depart ASIC
Australian Securities and Investments Commission chair, James Shipton has been cleared of any wrongdoing but has agreed to leave the regulator.
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Industry News
Has COVID-19 impacted the relationship between fund managers and research houses?
Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic.
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Industry News
Holding property in SMSFs
Graeme Colley explores the different factors that auditors are looking for when residential or commercial property is held in a self-managed super fund.
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