MM Newsletter
  14 July, 2022
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Latest News
Money Management Original
The challenge to meet ethics requirements
Organisations have acknowledged advisers’ concern about achieving nine hours of ethics and professionalism CPD, stating it is “quite a challenge” for both parties to meet the requirements.
Money Management Original
Netwealth’s CEOs among highest paid on ASX 200
Netwealth’s joint managing directors and founders, Michael and Matt Heine, are among the top 10 highest-paid ASX 200 chief executives on a realised-pay basis, earning a combined $25.8 in the last financial year.
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Advisers should treat exotic ETFs with caution
A low-cost, diversified core portfolio with only a few exciting satellite ETFs may be the best way for advisers to help clients build wealth without taking on too much risk.
Industry News
Aussie ETFs see significant quarterly inflow growth
Inflows to Australian equity exchange traded funds rose 57% quarter-on-quarter to $1.7 billion in Q2, according to Vanguard, as investors sought familiar domestic names in an uncertain market environment.
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Money Management Original
Magellan closes FuturePay strategy
Magellan has terminated its retirement income-focused FuturePay strategy, effective from 20 July, just over a year after launching it.
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Structuring income protection in an inflationary environment
With the cost of living increasing and interest rate hikes looming, AIA Australia examines how a more cost-effective premium on income protection may help clients secure their financial futures.
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Industry News
Forager seeks answers in Musk/Twitter deal
Twitter’s actions in holding Elon Musk to account “cannot be faulted”, according to Forager, which holds exposure to the stock in its International Shares fund.
Industry News
Australian equities survive bear market
Over $2 billion was wiped from managed funds in the second quarter of 2022, with Australian investors negative on every category of equity fund in June, except Australia, according to Calastone.
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Expert Analysis
Money Management Original
Being wary on high yield and private debt
Paul Strano writes how the global rising rate environment will affect yields offered by Australian fixed income assets and which areas investors could consider.
Toolbox
Money Management Original
Grandfathered or Deemed?
Anna Mirzoyan examines how grandfathering affects income support payments and how factors such as paying for aged care can impact them.
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