MM Newsletter
  20 January, 2022
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Money Management Original
Govt education proposal backwards step: FPA
Most of the Financial Planning Association of Australia’s members are against providing a full experience pathway and the association is working through a way to balance experience and higher education.
Money Management Original
Who pays for Dixon failures?
Who pays to complete the outstanding administration for self-managed super funds will be a question for clients of the failed Dixon Advisory.
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Disruptions Redefine Risk and Opportunity in 2022
We examine 3 major themes in our Global Outlook: the role of innovation & technology in equity markets, the duality of real estate markets in the US and China, and the global search for yield. Read More.
Money Management Original
Ageing boomers to drive healthcare and manufactured homes equities
A perfect storm is coming to senior housing and healthcare in five years when a multi-decade generational demographic theme meets collapsing supply, according to Quay Global Investors.
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Industry News
ASX ‘notable exception’ to increased market concentration
While most markets have seen their market concentration increase, Australia has been a “notable exception” as diversification in the ASX 200 has improved across sectors.
Sponsored Content
FE fundinfo acquires Zenith Group
FE fundinfo, a global fund data and technology leader, has acquired Zenith Group, a well-respected research, ratings, managed accounts and adviser technology provider in the APAC.
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Industry News
Global infrastructure AUM to hit US$1.87t by 2026
Infrastructure assets under management is expected to become the largest real asset class by 2026, according to data.
Industry News
ESG strategies has tangible effect on FUM
The Pengana WHEB Sustainable Impact fund more than tripled funds under management in 2021 as a result of its partnership with the environmental, social and governance-focused WHEB Asset Management.
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Industry News
American Century launches Global Small Cap Fund in Australia
The fund aims to achieve long-term capital growth through investment in an actively managed portfolio of small capitalisation companies in developed and emerging countries.
Industry News
Citi appoints head of Global Subsidiaries Group
Citi has appointed Stella Choe to head up its Global Subsidiaries Group for Asia Pacific, replacing Munir Nanji and bringing several years of corporate banking experience to the role.
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Industry News
AMP names head of portfolio management for its multi-asset group
AMP has announced the appointment of Stuart Eliot as head of portfolio management for its multi-asset group, effective April 2022.
Industry News
Dixon Advisory files for voluntary administration
Actual and potential liabilities for Dixon Advisory and Superannuation Services will likely lead to insolvency as its parent files it for voluntary administration.
Industry News
Australian Unity appoints head of responsible investment
Australian Unity has appointed Matthew Moore as its first head of responsible investment and stewardship, an appointment which the firm says will enable Australian Unity to maximise positive social and environmental impact.
Industry News
HUB24 inflows up $3.6b in Dec quarter
The platform provider’s total funds under administration is now at $68.3 billion as its proposal to acquire Class is to be voted on 31 January, 2022.
Expert Analysis
Money Management Original
Capitalising on the recovery
Luke Dixon explains the outlook for commercial real estate for 2022 and the stand-out sectors plus whether Australia is a safe harbour for capital growth.
Money Management Original
Longevity, the uncertainty and managing the risks
With Australians living longer than ever, writes Aaron Minney, retirement plans focused on a life expectancy of 85 are looking out of touch.
Toolbox
Money Management Original
Minimising CGT: navigating the rules of active assets
Small business capital gains tax concessions, writes Peter Bembrick and Katherine Lloyd, can significantly reduce, or even eliminate, the tax paid on the sale of a small business.
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