MM Newsletter
  29 April, 2021
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Money Management Original
AFCA panel's $30,000 lookback fee
An Australian Financial Complaints Authority review of a lookback complaint resulted in a fee of nearly $30,000.
Money Management Original
Three-month rule won't change: FASEA
The Financial Advisers Standards and Ethics Authority says the three-month rule will remain in place as there is no benefit to cramming in more exam attempts.
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What are the unique risks of retirement?
The risks of retirement are as numerous as they are significant, and must be adequately addressed. Explores these risks in more detail. CPD hours are available.
Money Management Original
Adviser identifies dodgy super fund outcomes assessments
At the same time as the Government looks to put a regulatory framework around the Australian Prudential Regulation Authority super performance tests, a financial adviser studying at the University of South Australia has identified key flaws in the methodology used by funds to generate member outcomes assessments.
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Industry News
AIST calls Senate Committee to reject YFYS bill
Some of the worst-performing super products have been carved out of the performance test putting consumers at risk of being stapled to a dud fund, according to the Australian Institute of Superannuation Trustees.
Industry News
Investors need to prepare for structural inflation
Wage inflation, de-carbonisation and localisation are driving structural inflation and investors need to reposition their portfolios accordingly, according to Chester Asset Management.
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Industry News
Allianz Retire Plus forms retirement panel
The Retirement and Ageing Advisory Panel has been formed with experts across superannuation, aged care and retirement industry.
Industry News
Midwinter announces integration with myprosperity
The integration will allow AdviceOS users to pull client data from myprosperity.
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Money Management Original
The building blocks of a portfolio
When building a portfolio, managers may find there is an ‘optimum’ number of positions, writes Chris Bedingfield, where holding too many can have a negative effect.
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