MM Newsletter
  18 March, 2021
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Latest News
Money Management Original
FPA challenges TPB to properly define 'tax financial advice'
The Financial Planning Association has challenged the Tax Practitioners Board to explain why tax financial advisers should be required to do anything beyond meet the requirements of the FASEA regime.
Industry News
FASEA January exam saw underperformance in all areas
Underperformance included the lack of ability to demonstrate an understanding of different types of advice and the components of key advice documentation.
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Industry News
Inflation bigger worry than COVID-19
The threat of rising inflation has been voted as the largest tail risk for markets, surpassing the COVID-19 pandemic for the first time in a year, according to Bank of America.
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Industry News
Vanguard launches Retirement Income Builder tool
The tool will help advisers to deliver client investment and drawdown strategies for retirement.
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Improve certainty of returns for retirees
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Industry News
Aussie investors lag behind global trends
Australian and Asian investors are two to three years behind the environmental, social, and governance curve, according to Calastone.
Industry News
Focus on 'alternative data': Datt Capital
Measures such as website traffic and shipping documentation can be useful tools in assessing a company’s performance, in addition to financial checks, according to Datt Capital.
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Industry News
Digital transformation and discount retailers beneficial for Japan’s investors
Digital transformation and consumer belt-tightening were beneficial for portfolios of Japanese investors during COVID-19 chaos, according to FSSA Investment Managers.
Industry News
'Boomerang generation' bounces out
COVID-19 saw 34% of households hold an adult child during 2020, but that number has declined as the country recovers from the pandemic.
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Industry News
Forex CT director gets 10-year ban
The corporate regulator has banned the director of the over-the-counter derivative issuer, Shlomo Yoshai, as well as four other employees.
Industry News
Raiz Invest targets SMSFs
Self-managed superannuation funds are now able to invest in investment products on the firm’s platform with no switching fees.
Industry News
Aus Ethical appoints head of asset allocation
John Woods has been appointed to the role as the ethical investment firm aims to become one of the country’s largest investment managers by the end of the decade.
Toolbox
Money Management Original
The recipe for successfully advising on sustainable investments
Jessie Pettigrew shares how financial advisers can best work with their clients to help them navigate the environmental, social and governance investing landscape.
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia