MM Newsletter
  24 April, 2020
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Young, low balance members dominate early release
With the average early release superannuation drawdown standing at slightly over $8,000 and with the load spread across virtually all superannuation funds, the industry is having little trouble in processing claims with little pressure on overall liquidity. For more.
 
Risk advisers hit back at Maurice Blackburn
Risk specialists, Australian Financial Risk Management have hit back at plaintiff law firm Maurice Blackburn suggesting it has criticised risk advisers on the basis of selective and incomplete use of Australian Prudential Regulation Authority data. For more.
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Growth in ESG investing, an opportunity for advisers
With interest in ethical investing growing fast, advisers who are educated on the options available for ethical investing will be in a strong position to cater to this growing market of investors. For more.
 
Early super release scams under guise of Govt
Australians are being targeted by scammers posing to be from Government agencies and that real estate agents are now telephoning tenants to access their super before asking for a rent reduction, according to Women in Super. For more.
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Accessing $10k of super is worth $60k in future
A 25-year-old who accessed $10,000 of their superannuation early could lose $60,000 when they retire, an accounting firm warns. For more.
 
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Traditional diversification may have limited benefits
Bonds are often used in portfolios to offset declining equities. But in a traditional 60/40 portfolio today, bond yields will have to go deeper into negative territory to be effective. For more.
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Gold does not glitter during COVID-19
Gold has not generated the usual contrarian returns it does during market downturns, despite being in better shape than other commodities. For more.
 
Sydney Uni wins CFA global championship
A team of University of Sydney students have won the Global Champion title in the CFA Institute Research Challenge. For more.
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Lonsec upgrades First Sentier multi-asset fund
First Sentier Investors’ Multi-Asset Real Return fund has been upgraded to a ‘Recommended’ rating by Lonsec. For more.
Expert Analysis
 
Growing against the grain in COVID-19
Investors have been considering their equity allocations on the basis of ‘growth at any price’, writes Mahesh Fonseka, but COVID-19 might see the end of this strategy. For more.
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Investing in Australian equities through the COVID-19 stockmarket correction
These are challenging times for equity investors as the spread of COVID-19 and its impact on the global economy drives uncertainty, writes Anton Tagliaferro. For more.
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