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| 16 June, 2021 |
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| Latest News |
| Money Management Original | | Advisers choosing fixed-term fees due to compliance complexity | | While a fixed-term fee agreement is a valid alternative for advisers finding difficulty in the ongoing fee arrangement requirements, they need to ensure their fee charging systems do not charge over 12 months, a lawyer has warned. |
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| Money Management Original | | WT Financial Group looks to more acquisitions | | The group that just acquired Sentry is looking to continue its expansion to become one of the biggest mid-tier independent financial planning groups by organic growth and further acquisitions. |
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| Sponsored Content | | Why the fundamentals continue to support credit | | Vivek Prabhu, Head of Fixed Income at Perpetual explains why fundamentals continue to support credit and how the teams approach helps ensure the Perpetual Diversified Income Fund provides the defensive characteristics investors are seeking. |
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| Money Management Original | | LICAT hits back at Monash criticism | | The Listed Investment Companies and Trusts Association has disputed claims made by Monash Investors that the closed-ended structure is difficult to run, indicating the structure is only suitable for long-term investors. |
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| Industry News | | Indexation and thresholds top of mind this EOFY | | With the end of the financial year coming up, financial advisers need to have indexation, the downsizer contribution, bring-forward contributions, Pension Loans Scheme eligibility, and opt-in fees top of mind, according to BT. |
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| Money Management Original | | Excess non-concessional contributions should not be withdrawn | | The bill to allow non-concessional contributions of up to $300,000 for those under 67 is set to pass the Senate today but, if it does not, advisers should ensure clients with excess contributions wait to be issued a determination, according to Colonial First State. |
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| Industry News | | Is the value trade already over? | | The cyclical trade in equities may already be waning, according to AXA IM, in a rising equity market with energy and financials less likely to outperform. |
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| Industry News | | No relief for ongoing fee arrangements: ASIC | | The corporate regulator has clarified in its guidance that it does not have any powers to give exemptions or modifications and has clarified fixed-term definitions. |
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| Features |
| Money Management Original | | Drowning in compliance | | There is a raft of compliance obligations coming into place over the next few months and advisers need to ensure they have all their ducks in a row to avoid any breaches, Jassmyn Goh writes. |
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| Money Management Original | | Playing a theme | | Opting for a core/satellite approach can be an easier way for advisers to utilise thematic exchange traded funds, writes Chris Dastoor, as they navigate an abundance of options. |
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