MM Newsletter
  06 July, 2020
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Latest News
 
Advisers question QSuper’s new advice model
Is it intra-fund advice or isn’t it? Advisers are asking following QSuper’s change of approach on financial advice. For more.
 
SMSFA technical head retires
Peter Hogan will retire from self-managed superannuation (SMSF) representative body the SMSF Association at the end of September. For more.
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Seek to add stability to your equity allocation with fixed income ETFs that cover the broad market. Find out more. For more.
 
Cormann a loss to financial services
West Australian Liberal Senator, Mathias Cormann is to retire from politics later this year, meaning the financial services industry will lose a minister with a deep understanding of the portfolio area. For more.
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Have COVID-19 lockdowns driven robo-advice use?
New data out of the US suggests that COVID-19 lockdowns have accelerated the take-up of robo-advice. For more.
 
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A panel of industry experts discuss annuities post Retirement Income Review
How do you ensure your clients are retirement ready in the face of reduced superannuation returns and the looming Retirement Income Review? For more.
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Bell SMID fund added to IOOF's ESG portfolio
The Bell Global Emerging Companies fund has been added to IOOF’s environmental, social and governance model portfolio as client interest grows towards ethical investing. For more.
 
Hong Kong HNWI could bring additional capital to Australia
High net worth individuals looking to leave Hong Kong due to political tensions could bring long-term economic benefits to Australia. For more.
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What are best moves for FI investors?
Shifting markets bring new opportunities for fixed income investors, particularly in corporate and securitised bonds, according to Eaton Vance. For more.
 
MSC Trustees replace Sargon in trustee role
MSC Trustees has been appointed as a trustee for Spark Infrastructure’s $1 billion listed notes, replacing Sargon. For more.
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Editorial
 
Time to audit and consolidate financial adviser regulation
Too many Governments have looked for quick fixes where financial adviser regulation is concerned and it is time for an audit and the removal of costly and unnecessary layers. For more.
InFocus
 
InFocus: A major step in professionalising financial advice
The passage of an extension of time for financial advisers to comply with FASEA education requirements in the Senate was a step towards a more professional advice system, writes Zach Castles. For more.
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia