MM Newsletter
  07 July, 2020
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Latest News
 
FASEA's degrees and prior learning recognition still in question
Both stockbrokers and risk advisers are continuing to lobby Parliamentarians for changes to the Financial Adviser Standards and Ethics Authority regime to better recognise a wider range of degrees and prior learning. For more.
 
APRA predicts second tranche early release surge
Just over $18 billion has already been taken from superannuation accounts via the Government’s hardship early release superannuation scheme and the Australian Prudential Regulation Authority is predicting a second tranche surge. For more.
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A panel of industry experts discuss annuities post Retirement Income Review
How do you ensure your clients are retirement ready in the face of reduced superannuation returns and the looming Retirement Income Review? For more.
 
Resolution looks for Australian growth beyond AMP Life
Barely a week after completing the acquisition of AMP Life, Resolution Life Australia appears to be scouting other in-force acquisitions. For more.
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Super funds end 2019/20 in negative territory
The median balanced superannuation fund returned 0.8% in June, leaving super funds to fall shy of a positive return for the financial year, according to SuperRatings. For more.
 
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Diversify your equities
Seek to add stability to your equity allocation with fixed income ETFs that cover the broad market. Find out more. For more.
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JBWere renews Praemium VMA contract
Wealth manager JBWere has extended its virtual managed accounts agreement with Praemium for another two years. For more.
 
Aus Unity appoints wealth and capital markets CEO
Esther Kerr-Smith has been appointed to the role, while Darren Mann will take over her previous role as group executive – finance and strategy. For more.
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NowInfinity reaches 500,000 entity milestone
The fintech platform acquired by Class has passed more than 500,000 entities on its platform. For more.
Expert Analysis
 
Is there still a place for value investing?
The COVID-19 stockmarket crash has brought about the end of the bull market, writes Dougal Maple-Brown, but it has failed to end the dominance of growth managers. For more.
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Has crisis delivered a Great Leap Forward for advice?
The recent market volatility has highlighted the benefit of receiving financial advice to clients and demonstrated the value they can add, writes Mike Wright. For more.
 
Taking a personal touch to superannuation
Personalised investing in superannuation is the next step to improving low engagement levels and helping Australians achieve their desired retirement lifestyle, writes Jodie Hampshire. For more.
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