MM Newsletter
  10 June, 2021
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Latest News
Money Management Original
Advisers surprised by breaches reported to ASIC
There have been rising cases of advisers who have found themselves as subjects of a breach without their knowledge after applying for their own Australian financial services licence as the new breach reporting obligations come into place, according to a lawyer.
Money Management Original
FASEA will indicate to you if an exam is worth re-marking
If you did not pass the FASEA exam and apply for a re-mark, FASEA will give you some indication whether or not it is worth trying.
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The next evolution of defensive portfolios
A simple reallocation can enhance the return profile of defensive portfolios while maintaining a high level of safety and protection. We explore how this can be achieved.
Money Management Original
Digital advice with a human touch best of both worlds
Hybrid models of advice using digital advice will be necessary in the future, with a human adviser touch still required at the forefront, according to a whitepaper.
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Money Management Original
Disclosure changes open door for ‘reckless behaviour’
Changes to disclosure measures under the Treasury Laws Amendment (2021 Measures No.1) Bill could be a “green light for more reckless behaviour”, according to the Australian Council of Superannuation Investors.
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Why the fundamentals continue to support credit
Vivek Prabhu, Head of Fixed Income at Perpetual explains why fundamentals continue to support credit and how the teams approach helps ensure the Perpetual Diversified Income Fund provides the defensive characteristics investors are seeking.
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Money Management Original
Quay makes first office purchase in five years
The price of office property is “so cheap” that it has persuaded Quay Global Real Estate to re-enter the sector after a five-year break.
Money Management Original
Monash exits troubled LIC structure
The firm has completed a three-year effort to restructure its Monash Absolute Investment Company into an exchange traded managed fund, admitting it was a mistake to opt for the former structure.
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Industry News
Two Adelaide-based firms join Count Financial
Adelaide Private Wealth and DMCA Advisory have joined the CountPlus network, which has added 25 new firms this year.
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Money Management Original
Super changes from the Budget
This year’s Federal Budget brought in numerous changes to superannuation including making contributions and managing retirement income streams, writes Tim Howard and Neil Sparks.
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Fund Manager of the Year 2021
Money Management Original
Global bond domination
PIMCO have taken both the winning fund (Global Bond Wholesale) and highly commended (ESG Global Bond Wholesale) spots for the 2021 Money Management Fund Manager of the Year Global Fixed Income award.
Money Management Original
Looking beyond the Mainstream
Taking the time to look away from industry leaders and source boutique investment managers has helped the IOOF MultiMix Balanced Growth win at this year’s Money Management Fund Manager of the Year awards.
Money Management Original
A cohesive approach to win
The Ausbil 130/30 Focus has taken out the 2021 Money Management Fund Manager of the Year Long/Short equities award.
Money Management Original
Strong research combined with intrinsic value process
The fundamental, proprietary research into industries and companies combined with consistent application of intrinsic value process and cashflow valuation methodology has seen Eiger Australian Small Companies A take out the 2021 Money Management Emerging Fund Manager award.
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Money Management · Level 10, 4 Martin Place · Sydney, NSW 2000 · Australia