MM Newsletter
  06 October, 2020
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Latest News
Money Management Original
Hume talks of third early release tranche
Less than 24 hours out from the tabling of the Federal Budget, the Assistant Minister for Superannuation, Senator Jane Hume, has spoken of a third tranche of superannuation early release.
Money Management Original
Sceptical welcome for FASEA's latest code tweaks
The Financial Adviser Standards and Ethics Authority has delivered key tweaks to its code of ethics, but the initial reaction from advisers has been one of scepticism and suspicion in circumstances where they have less than a month to respond.
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Bridging the platform gap
The digitalisation of advice is creating a breadth of technology partners & solutions for advisers to improve business & client engagement processes. But is it a case of less is more?
Industry News
FASEA releases draft guide for code of ethics
The draft Financial Planners and Advisers Code of Ethics 2019 guide is open for consultation.
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Money Management Research
Retail investors turn back on Westpac
Westpac Banking Group was the most-sold shares in September with $21 million being withdrawn by retail investors, along with Qantas and Flight Centre.
Sponsored Content
What sustainability will look like post-Covid-19
The most important ESG issue in the coronavirus crisis is our response. And it will be the most sustainable companies that are likely to prosper the most. Read more.
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Money Management Research
More sustainable/ethical global bond funds make a return
Only one sustainable/ethical global bond fund has failed to make a return since the start of the year compared to 29 standard global bond funds, according to data.
Industry News
Financial stress causing aggression
People experiencing financial stress, largely due to the COVID-19 pandemic, are acting aggressively to others, according to a report.
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Industry News
Millennials to see $68t inheritance windfall
Some $68 trillion is set to be passed on by the baby boomer generation in inheritance with the millennial recipients reporting they will most likely put it towards their pension.
Industry News
Demand for tech still strong
Demand for technology stocks, which have been at the centre of local and global investment scene for the most of the year, remains robust.
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Industry News
Vision Super appoints deputy CEO
Vision Super’s chief investment officer, Michael Wyrsch, has been promoted to the newly-created role of deputy chief executive.
Industry News
ANZ to pay $10m in penalties
The bank has been ordered by the Federal Court of Australia to pay $10 million in penalties after charging customers same-name fees which it was not entitled to and continued doing so even after it knew it was a risk.
Industry News
Perth adviser charged with dishonest conduct
The corporate watchdog allege that AR Wealth and Finance financial adviser Rahul Goel acted dishonestly in relation to hardship and other applications to super funds on behalf of his customers.
Industry News
Clime chair resigns
Donald McLay as resigned as chair of Clime Investment Management and will be replaced by Neil Shafer.
Expert Analysis
Money Management Original
Learning from endowment funds
Lawrence Lam explores how leading sovereign wealth and university endowment funds are positioning their portfolio and what retail investors can learn from them.
Money Management Original
The impact of the COVID-19 pandemic on sustainable investing
Nicholas Condeleon and Måns Carlsson question if the COVID-19 pandemic and associated risks has increased people’s interest in sustainable investment?
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