MM Newsletter
  21 July, 2020
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Money Management Original
Single regulator advocated for financial planning
The Federal Government should use the creation of a single disciplinary body to create a single regulator and thereby reduce complexity and costs.
Money Management Original
Second round early release hitting some funds more than others
Ten major superannuation funds continue to do the majority of the heavy lifting on hardship early release superannuation, but some appear to have been less affected than others with respect to second-round applications.
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Industry News
Necessary tweaks needed for JobKeeper 2.0: IPA
The Institute of Public Accountants says the stimulus initiatives need to better distinguish between viable and non-viable business, particularly to ensure JobKeeper 2.0 succeeds.
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Industry News
Australia’s recovery 'not as bad as feared'
J.P. Morgan Asset Management has struck a positive outlook on Australia’s recovery from the COVID-19 pandemic, saying a second wave could defer current growth paths but was unlikely to derail it as the market started a new cycle.
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What does the successful advice business of the future look like?
It has to be about more than just survival for financial planning practices as they seek to deal with reduced planner numbers and greater regulatory challenges. It’s about adopting the right business model.
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Industry News
Powerwrap FUA up $515m
Powerwrap has posted inflows for the June quarter despite expected net flows not occurring due to the COVID-19 pandemic.
Industry News
Sovereign funds well prepared for COVID-19 crisis
Sovereign funds have placed themselves in a position to take advantage of unique buying opportunities and plan to further increase allocations to fixed income, private equity and infrastructure and real estate, according to Invesco.
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Industry News
More EM countries expected to be under pressure
With many emerging markets re-opening, the list of traditional trouble spots which remain under significant pressure is expected to expand, according to Eaton Vance Management.
Industry News
Former CFSGAM CEO joins Yarra Capital
Mark Lazberger, former chief executive of Colonial First State Global Asset Management, has joined Yarra Capital as a non-executive director.
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Expert Analysis
Industry News
Searching for the source of alpha
The quest for alpha is an eternal part of equities investing, Lawrence Lam writes how founder-led companies can help in the search for outperformance.
Industry News
Claims pre-assessment & preparation
Submitting an insurance claims form requires preparation, writes Col Fullagar, and while this may take time, it will save time and be appreciated by clients in the long run.
Industry News
Why private equity, why now?
Private equity has grown substantially in scale and accessibility in recent years, writes Claire Smith, so why may now be a good time to be looking at opportunities in private equity?
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