MM Newsletter
  03 February, 2022
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Latest News
Money Management Original
The danger of young advisers utilising experience pathway
Parameters need to be in place with the proposed experience pathway to prevent young advisers with minimal qualifications from being eligible for the exemption, according to the Financial Planning Association of Australia.
Money Management Original
Industry stability needed to attract young entrants
The financial planning industry needs to demonstrate its stability in order to attract younger entrants and make financial advice attractive as a long-term career for them.
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Why Retirees Need A Certain Confidence
Retirees should be able to sleep easy at night knowing their sharemarket-exposed capital is protected against market falls. Their confidence shouldn’t go up or down on the whims of sharemarkets.
Money Management Original
AFA proposes graduated pathway for experienced advisers
The Association of Financial Advisers has proposed an alternative graduated pathway for experienced advisers to avoid the introduction of the proposed pathway which it worries could be “destructive” for the industry.
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Money Management Original
CFS partners with FNZ for platform launch
In its first major move since the separation with Commonwealth Bank, Colonial First State has announced it will partner with FNZ for a platform launch by the end of the year.
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FE fundinfo acquires Zenith Group
FE fundinfo, a global fund data and technology leader, has acquired Zenith Group, a well-respected research, ratings, managed accounts and adviser technology provider in the APAC.
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Money Management Original
Small-cap bargains are widespread right now
Despite a 20% decline in the Forager International Shares fund since its peak last year, Forager chief executive Steve Johnson believes there are small-cap bargains to be found in a “pummeled” market.
Industry News
Quay Global Investors launches currency hedged fund
Real estate fund manager Quay Global Investors has launched a new currency hedged fund, the Quay Global Real Estate (Hedged) fund.
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Industry News
Equity Trustees appoints responsible investing lead
Equity Trustees has expanded its asset management team with the appointment of Dilan Ashton as responsible investing lead.
Industry News
Markets shift into new regime
Global markets are entering into a new regime in 2022, according to VanEck, as interest rate fears dominate and investors look for companies with an ability to protect their margins and earnings against inflation.
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Expert Analysis
Money Management Original
Capitalising on the recovery
Luke Dixon explains the outlook for commercial real estate for 2022 and the stand-out sectors plus whether Australia is a safe harbour for capital growth.
Money Management Original
Longevity, the uncertainty and managing the risks
With Australians living longer than ever, writes Aaron Minney, retirement plans focused on a life expectancy of 85 are looking out of touch.
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Money Management Original
Minimising CGT: navigating the rules of active assets
Small business capital gains tax concessions, writes Peter Bembrick and Katherine Lloyd, can significantly reduce, or even eliminate, the tax paid on the sale of a small business.
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