MM Newsletter
  24 June, 2021
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Money Management Original
Any changes to Standard 3 will be in 2022
There will not be any changes to the Financial Adviser Standards and Ethics Authority’s Standard 3 of the code of ethics this year as it is Treasury that will have to make the decision.
Money Management Original
Investment companies a better alternative to family trusts
Tax benefits make investment companies a better option to family trusts as they offer the best tax benefits to clients, apart from superannuation, according to HLB Mann Judd.
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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.
Industry News
Westpac to retain its NZ business
Westpac has decided to retain Westpac New Zealand after discussions about whether a demerger was in the best interests of shareholders.
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Money Management Original
Govt denialism biggest issue for ESG
Former Prime Minister Malcolm Turnbull says renewables should be the biggest investment story, but the Government has politicised the issue and returning Deputy PM, Barnaby Joyce, is “no friend of renewables”.
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The golden rules of commercial property investment
Help give your clients the returns they need. Adding commercial property into their portfolio mix could be worth considering. Discover the rules here.
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Money Management Original
Super changes allow for use as 'piggy bank'
The increased contribution cap in superannuation will allow those aged 65 to 67 to use their superannuation as a ‘piggy bank’ in the future, according to SuperConcepts.
Money Management Original
Value-focused ETFs lead the way for annual performance
Exchange traded funds focused on commodities and financials have been among the best performers over the past year.
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Industry News
Precious metals up as investors turn to alternatives
The concerns of a re-emergence of high inflation have forced investors to turn to alternative assets, driving up the price of precious metals by around 10% in three months.
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Money Management Original
The role of top-down analysis in responsible investing
There are two approaches to responsible investing, top-down and bottom-up, writes Angela Ashton, but how they do differ and is one preferable to the other?
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