MM Newsletter
  03 November, 2020
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Latest News
Money Management Original
OnePath switches off ASFs on Integra Super and Personal accounts
OnePath has told advisers to prepare for the switch-off of adviser service fees on Integra Super and Personal Accounts from 31 December while pointing to their ability to enter personal advice fee arrangements.
Money Management Original
APRA confirms super early release did impact super fund liquidity
Some superannuation funds have been confirmed as having faced a liquidity squeeze as a result of the Government’s early release superannuation regime while some members lost money by switching investments at the wrong time.
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A green recovery: the post-pandemic opportunity
AXA Investment Managers’ Michelle Lacey discusses the ‘green lining’ of COVID-19 and why the growth in responsible investing creates a post-pandemic opportunity for advisers and investors.
Money Management Original
UniSuper explains former executive’s $1.1m COVID-19 investment switching
Industry fund, UniSuper has gone to the trouble of explaining to a Parliamentary Committee how a former senior executive of the fund switched investments around the time of the initial COVID-19 volatility.
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Money Management Original
Is there a 'hockey stick' recovery for earnings?
There will be very large earnings recovery to come over the next two to three years, according to Bell Asset Management.
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Global Healthcare has outperformed the ASX 200 by 18% since the market peak in Feb 2020. See how iShares ETFs can give you access to healthcare.
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Industry News
ASX 100 leading the way on sustainability
Almost 100% of companies in the ASX 100 are linking their business activities to the United Nations’ Sustainable Development Goals, according to a report by KPMG.
Industry News
DomaCom's solution helps retirees benefit from government measures
The measures will improve retirement outcomes by encouraging retirees to access the value of their home to fund their retirement.
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Industry News
TPB welcomes Govt reforms
The Government has announced it will implement a range of reforms, including greater independence of the Tax Practitioners Board from the Australian Tax Office and a reduction in red tape.
Industry News
Further rate cuts extraordinarily unlikely
The Reserve Bank of Australia believes it will take until the end of 2021 to reach levels of output at the end of 2019.
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Industry News
Allegra’s AFSL refusal upheld by AAT
The Administrative Appeals Tribunal was not satisfied Allegra Financial Services would provide financial services that was efficient, honest, and fair.
Industry News
Westpac sells general insurance business to Allianz for $725m
Westpac has announced it will sell its General Insurance and General Insurance Services to Allianz for $725 million and has entered into an exclusive 20-year distribution agreement.
Industry News
AMP Capital appoints deputy CEO
Former CBUS chief executive, David Atkin, will assume leadership of AMP Capital in an interim capacity until June 2021 as the firm continues to search for a permanent chief executive.
Industry News
Pinnacle’s Whittingham moves to reduced role
Pinnacle Investment Management director Adrian Whittingham has chosen to reduce his hours from full-time to part-time and is expected to step into a non-executive role.
Industry News
Equity Trustees appointed as custodian of HomeCo’s REIT
The HomeCo Daily Needs REIT, which seeks to raise up to $300 million in funding, has announced that Equity Trustees has been appointed as custodian of one of its latest real estate investment trusts.
Industry News
NAB appoints COO
Les Matheson will join as chief operating officer, responsible for UBank, group marketing, corporate affairs and other strategic initiatives.
Expert Analysis
Money Management Original
Welcome to the future
Andrew Walsh explores what trends have disrupted financial advice this year and how the sector is proving resilient in the face of change.
Money Management Original
Unique opportunity for income-seeking retirees
While those in need of income may be facing headwinds as a result of the interest rate cut, opportunities still exist, writes Scott Kelly.
Toolbox
Money Management Original
Using managed accounts in your advice proposition
Use of tax-effective strategies can be one of the most important ways that advisers can add value for their clients beyond advice, writes Tanya Hoshek.
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia