MM Newsletter
  22 June, 2020
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Latest News
 
Will individual adviser registration change who pays for PI?
A major dealer group chair has pointed to advisers rather than licensees becoming responsible for professional indemnity cover. For more.
 
ISA welcome ATO clamp-down on early release misuse
Industry Super Australia has backed the Australian Taxation Office’s promised crack-down on the misuse of early release superannuation, particularly with respect to tax minimisation. For more.
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Retirees shun advice on misconceptions of access and cost
Nearly 80% of current and prospective retirees failed to get any financial advice during the recent market crash, and one-in-five believe advice is only “for the rich”, according to Allianz Retire Plus. For more.
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Investors need to stay flexible
Searching for regular income sources in today’s low rate environment will require flexibility and creativity from investors, according to Legg Mason. For more.
 
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Make funding for commercialisation of uni research: Atlas
Finding alternatives to the funding of research at Australian universities could prevent it from collapse, according to Atlas Advisers Australia. For more.
 
Hartleys and Euroz initiate merger transaction
West Australia appear set to get a significant financial services player with the merger of Euroz and Hartleys. For more.
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Vanguard appoints new Personal Investor head
Current head of product strategy, Balaji Gopal, will lead the Personal Investor business and join the Australian executive team. For more.
InFocus
 
InFocus: Conducting reviews in difficult times (Part 2)
In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review. For more.
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Editorial
 
Superannuation too important for tinkerers
There has been a good deal of policy kite-flying around superannuation but it is arguably too important for policy kite-flying. For more.
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia