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27 April, 2022 |
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Latest News |
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Money Management Original | Where does the solution to SoAs lie? | The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter, as prescribed for accountants, and what exists today, according to a panel. |
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Industry News | FPA appoints David Sharpe as chair | David Sharpe will become chair of the Financial Planning Association of Australia, taking over from Marisa Broome who has been chair for over three years. |
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Sponsored Content | Retirement income for a variety of tastes | When it comes to lifetime income there’s no one-size-fits-all approach. While some retirees might like the security of a guaranteed income stream, others may prefer to have exposure to investment markets. |
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Industry News | Cboe Australia funds added to HUB24 | Cboe Australia has announced the introduction of a range of Cboe Australia funds to the HUB24 platform, available from 26 April. |
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Features |
Money Management Original | Trusts: a headache this EOFY | Trusts are in the spotlight as we approach the end of the financial year, with rules having recently been tightened for discretionary family trusts, writes Alexandra Cain. |
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Money Management Original | Seeking low correlation | When investing in global equities to achieve portfolio diversification, investors should opt for those exposures which have the lowest correlation with their domestic shares, writes Gary Jackson. |
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Expert Analysis |
Money Management Original | Maximising dividend payments | There are multiple ways for investors to generate higher dividend for their retirement income strategy, writes Max Cappetta, but not all are created equally. |
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