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29 July, 2021 |
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Latest News |
Money Management Original | PY compliance 'overboard' | While training and supervision is important to develop a new adviser, the professional year compliance requirements are “overboard”, according to a financial adviser. |
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Industry News | IOOF sees $2.2b in advice outflows | The last quarter of the 2021 financial year saw IOOF lose 33 self-employed advisers leading to an outflow of $2.2 billion but this was marginally offset by inflows of $0.4 billion from new advisers joining IOOF licensees and organic inflows. |
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Sponsored Content | Something has to give | Franklin Templeton Fixed Income CIO Sonal Desai discusses the US Treasuries sharp rally over recent weeks with yields dropping. She outlines 3 possible scenarios and logical implications of each. |
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Money Management Original | Japan offers ‘hidden value’ | There is a large number of unappreciated companies in Japan which offer opportunities for value investors, according to Schroders. |
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Industry News | Frontier appoints family office expert | Frontier has appointed Meirine Giggins as a senior consultant as the firm looks to grow its presence in the endowments, wealth management and family office space. |
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Industry News | Super engagement on the rise | There has been a growing interest in engagement with superannuation along with positive attitudes towards the super guarantee increase and higher contribution caps, among people in Greater Sydney area. |
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Expert Analysis |
Money Management Original | Adviser lessons from the UK | The UK went through its Retail Distribution Review in 2012, writes Chris Mather, so what can it teach Australia about the evolving financial advice system? |
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Toolbox |
Money Management Original | Using property in an SMSF | Property development might be an attractive option for self-managed super funds but it can lead to a compliance minefield if done incorrectly, Andrew Yee writes. |
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