MM Newsletter
  18 February, 2021
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Latest News
Money Management Original
Count secures Godfrey Pembroke and IOOF firms
Count Financial continues to be active in recruiting advice firms from both the MLC and IOOF licenses.
Money Management Original
Govt uses super legislation to impose portfolio holdings changes
While much attention was focused on other elements of its Your Future Your Super legislation, the Government has moved at the same time to impose key obligations with respect to portfolio holdings disclosure.
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Does a sustainable approach improve investment outcomes?
The research on ESG and sustainable returns is investing in the approach does not sacrifice returns, or cost the investor more, and may enhance both risk and return. What has been the experience at Ausbil?
Money Management Original
Regulatory costs likely to go up: AFA
The loss of funding for regulatory bodies from the big institutions will still need to be covered by those left in the industry, as the corporate regulator relies on cost recovery levies.
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Money Management Original
Expect Australia to outperform the US this year
Australian shares could outperform the US this year as the country recovers from the pandemic despite not having such a strong economic rebound.
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Australians are living longer and spending more
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Industry News
LaTrobe offers Qantas points bonus
Similar to a controversial scheme from AustralianSuper, LaTrobe Financial is now offering the incentive of Qantas frequent flyer points.
Industry News
What could be the consequences of GameStop saga?
The short activity around GameStop and AMC could have regulatory consequences, according to ClearBridge, in areas such as payment for order flow, increased capital and financial transaction tax.
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Industry News
Revolution AM appoints portfolio managers
Revolution Asset Management has appointed Steve Sutinen as portfolio manager and Lucie Bielczykova as associate portfolio manager to its private debt funds.
Industry News
Netwealth posts 34.5% NPAT growth
Netwealth’s funds under administration reached $40.7 billion as of mid-February and the board has declared a fully franked dividend of 9.06 cents per share.
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Industry News
Westpac confirms BT Wrap migration as priority
Westpac has named the migration of BT Wrap customers to Panorama as being one of its priorities this financial year together with accelerating advice remediation.
Wealth Management
Money Management Original
A turning point for the advice relationships and value exchange
Money Management is continuing its wealth management series, in which we are speaking to financial planning groups to hear their views on the industry. This month, Money Management interviewed Arthur Kallos, founder and chief executive of Spark Financial.
Toolbox
Money Management Original
CGT relief options for small businesses
John Ciacciarelli explores the tax implications of running a small business and the relief measures available to help business owners with the costs.
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