MM Newsletter
  18 May, 2021
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Latest News
Money Management Original
Can advice be a profession with product sales still legislated?
The Corporations Act still dictates that the sale of a product remains integral to the definition of financial advice and regulating around that fact is like trying bang a square peg into a round hole.
Money Management Original
CFS states opposition to tapping super for home loans
Colonial First State has left a key Parliamentary Committee in no doubt that it is opposed to people being allowed to use their superannuation to help fund a first home deposit.
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How next-gen modelling tools can empower advisers
Stochastic modelling offers a number of benefits over traditional tools and methods, including increased confidence in outcomes. Learn about the benefits and options available.
Industry News
Balanced funds up 2.1% in April
Balanced superannuation funds have returned 14.5% over the 2020-21 financial year to date thanks to an improving economic situation and confidence in state and federal vaccination plans, according to SuperRatings.
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Money Management Original
Beware of central bank U-turn
T. Rowe Price has warned the Reserve Bank of Australia could change its policy guidance abruptly as it upgrades it economic forecasts.
Industry News
EFM appoints Equity Trustees as RE
Equity Trustees will be the responsible entity for the EFM Global Financial Services and Technology Trust.
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Industry News
IOOF partners with Invesco for passive mandates
The partnership will see Invesco manage over $23 billion in index investments with the ANZ pensions and investments business that was acquired by IOOF.
Industry News
FASEA approves new degrees
A bachelor’s degree from Southern Cross University, and a graduate diploma and bridging courses from the Australian Institute of Management have been approved.
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Expert Analysis
Money Management Original
Positioning portfolios for rising inflation risk
It would be a mistake to assume inflation will remain low, writes Hamish Tadgell, so advisers need to position portfolios to protect against this threat.
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia