MM Newsletter
  13 January, 2022
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Latest News
Money Management Original
Education would boost trust and lower costs
Just because experienced advisers may no longer need to fulfill the education requirements does not mean they should avoid it as extra study can help boost client trust.
Money Management Original
Should school leavers be stapled to balanced options?
While the performance tests are a good idea, they fail to take into account the age or risk levels of members, meaning younger members may not in the best fund for their circumstances.
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Economic Whiplash?
A number of factors suggest 2022 could be very different. Read what the experts from Brandywine Global see in store for global markets and the economy in the year ahead.
Industry News
FAR allows regulators to choose between regimes
Misconduct under the proposed Financial Accountability Regime could result in liability under it and existing regimes, particularly with design and distribution, breach reporting, and other civil penalty provisions.
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Money Management Original
The CSLR cap falls short for Sterling victims
A survey conducted by the Sterling Action Group shows that 66% of victims of the collapse of the Sterling Group suffered losses greater than the proposed $150,000 compensation scheme of last resort cap.
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ESG Investing - Where to for Australia?
ESG investing continues to be an area of growth and focus for asset managers, financial advisers, and investors, alike. What does this mean for Australia’s investment sector?
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Money Management Original
What does the future hold for alternative RE?
Despite the record inflows into private markets, the alternative real estate asset class will experience slower growth.
Industry News
WAM acquires PAF trust
Concluding weeks of negotiations, Wilson Asset Management has acquired the PM Capital Asian Opportunities Trust, although it required increasing its bid.
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Industry News
Robeco identifies 2022 key themes to protect planet
Net zero emissions, natural resource management, diversity and environmental protection initiative Nature Action 100 have been four engagement themes identified for 2022 by Robeco.
Industry News
Finance job vacancies soar since start of the pandemic
Figures from the Australian Bureau of Statistics show Australian job vacancies have risen by 169,000 more than prior to the pandemic, with financial and insurance job vacancies jumping significantly.
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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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