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| | | To ensure clients end up with a comfortable retirement, financial advisers prioritise providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide ... |
| | | | ... accessing US assets, and something we spent a lot of time on getting right," he says. However, he says the most important point of difference is the conservative nature of the portfolio and how that conservatism is embedded within it. The focus is on ... |
| | | | There are three specific metrics by which investment managers can assess the viability of their products, Rainmaker Information says, and those that demonstrate all three have a significantly higher likelihood of failure. In the latest ETP Report from ... |
| | | | ... different field" to finance, law or anything related to the experience required for SMSF. They might also be entering at a point when they are having kids or facing other issues that leave them with insufficient time to manage their SMSF. Further, although ... |
| | | | ... and raise integrity in the minds of the community is potentially undone pretty easily overnight," Waller said. "There's a point around equality and equity in terms of what you're expecting to do to earn the same title - and we are still a long way away ... |
| | | | The seasonally adjusted unemployment rate remained at 4.1% in January, according to the Australian Bureau of Statistics (ABS). "The unemployment rate remained steady at 4.1% in January. Employed people grew by 18,000. Full-time employment rose by 50,000 ... |
| | | | ... Retirement and Death Benefits (DFRDB) Scheme. The scheme was open to members of the defence force between 1972 and 1991, at which point it was closed to new members and Military Super was commenced. Subject to the scheme's rules, upon retirement members ... |
| | | | ... one case, an adviser set up an SMSF for a client to facilitate investments into an in-house managed account. This is the point where SMSF advice and managed accounts advice intersect under the remit of the regulator. ASIC previously flagged it is reviewing ... |
| | | | ... adviser, they cannot advise on the property," she said, noting the same applies for alternative assets. "What's the point of paying for advice, which is not cheap, when I cannot get advice on the asset class which I want to invest into?" Class' ... |
| | | | ... portfolio has grown to employ around 200 staff across its venues and head office. The sale represents a "natural transition" point for the founders, who have spent more than 30 years in hospitality. MA Financial said, despite significant industry headwinds ... |
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