MM Newsletter
  20 April, 2022
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Money Management Original
Drilling down into the SDB
With the Single Disciplinary Body in operation but yet to convene a panel, Michelle Huckel, Stockbrokers and Investment Advisers Association policy manager, has explained its proposed processes and procedures.
Industry News
CSLR - is the cure worse than the disease?
The post-election Government will need to ensure the Compensation Scheme of Last Resort does not cost more to run than the amounts of compensation involved, according to The Advisers Association.
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War in Ukraine: The economic consequences
Chief Economist for Australian Retirement Trust, Brian Parker, explores the economic and financial market implications of Putin’s folly.
Industry News
Strong managed accounts growth for BT
Funds under administration in managed accounts have grown by 57% in the March quarter at BT to $10.9 billion, driven by an increased number of advisers using BT Panoroma as their main wrap.
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Money Management Original
Three themes Fidelity is watching in Q2
Following a turbulent start to 2022, Fidelity has outlined the three themes it expects to influence markets over the coming few months.
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Retirement income for a variety of tastes
When it comes to lifetime income there’s no one-size-fits-all approach. While some retirees might like the security of a guaranteed income stream, others may prefer to have exposure to investment markets.
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Industry News
ETFs see positive flows after two months of decline
ETF inflows have returned in March after two consecutive months of negative flows, according to BetaShares, seeing net inflows of $1.3 billion during the month.
Industry News
ASIC suspends Dixon Advisory’s AFS licence
ASIC has suspended the Australian Financial Services (AFS) licence of Dixon Advisory & Superannuation Services Pty Limited.
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Industry News
Collimate Capital confirms buyer interest
AMP Limited has confirmed that it is in discussion with multiple parties, including Dexus, regarding the potential sale of assets and businesses of Collimate Capital.
Features
Money Management Original
Trusts: a headache this EOFY
Trusts are in the spotlight as we approach the end of the financial year, with rules having recently been tightened for discretionary family trusts, writes Alexandra Cain.
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Money Management Original
Seeking low correlation
When investing in global equities to achieve portfolio diversification, investors should opt for those exposures which have the lowest correlation with their domestic shares, writes Gary Jackson.
Expert Analysis
Money Management Original
Maximising dividend payments
There are multiple ways for investors to generate higher dividend for their retirement income strategy, writes Max Cappetta, but not all are created equally.
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