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| | | ... inform her clients of all associated costs of holding a property within an SMSF and provide them with statements of advice. "In one instance, Myers advised her client to roll over existing life insurance to the newly established SMSF," ASIC said. "As ... |
| | | | ... AustralianSuper was on top. The largest super fund in Australia has over $100 billion in its MySuper strategy and returned 16.8% over one year and 10.2% per annum over three years - seeing it ranked first for MySuper returns of any fund. On the APRA ... |
| | | | ... the first time they may have interacted with the social security system or been able to withdraw money from superannuation." One of the main queries received by CFS was on how members can register to claim social security benefits, such as the $750 economic ... |
| | | | ... 2%-3%. Sure, the RBA targets underlying inflation - the trimmed mean (1.8% in the March quarter from 1.6% in the previous one); the weighted median (1.7% from 1.3%) -- remain below target but why let the facts get in the way of a good story? Under normal ... |
| | | | ... of 2020. The coronavirus crash has renewed debate on the merit of active investing over passive, which had struggled in a one-way market marching ever higher. But not all active strategies are created equal; as the saying goes, you only find out who ... |
| | | | ... team leave our conviction dimmed on this longstanding strategy," Morningstar said in a note. Platinum recently emerged as one of the best-performing funds in a Morningstar report during the COVID-19 volatility. However, despite the downside protection ... |
| | | | OneVue is on track on complete the sale of dealer group Madison next month, the company said in quarterly update released this morning. OneVue took control of Madison Group in early February from Sargon Capital, as the ASX-listed companies tries to ... |
| | | | ... spending. While the government's JobKeeper packages will mitigate the severity of the recession, these measures will not avoid one all together, they argue. "They are not 'stimulus' measures, but measures that will merely maintain (some of) the status ... |
| | | | ... to them. "There's a belief out there that Australians 'hate' annuities, which is a strong word but it's the one that gets used," Melbourne Business School senior research fellow Teagan Altschwager said. "When we talked to financial advisers ... |
| | | | ... risk of a relapse, infections/deaths resume, lockdowns and social isolation measures re-implemented. We're back to square one. No, scratch that - we'll be starting from the basement digging deeper. |
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