MM Newsletter
  23 June, 2021
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Money Management Original
ASIC breach guidance leaves room for subjectivity
The corporate watchdog’s guidance on the scope of civil penalty provisions and what may amount to trivial breaches does not provide sufficient objectivity to assist licensees to determine if a breach is a reportable situation, according to an association.
Money Management Original
Media reporting causing adviser pain
The perception of the industry and how it is being reported in the media has been one of the major contributing factors to poor mental health for advisers.
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The next evolution of defensive portfolios
A simple reallocation can enhance the return profile of defensive portfolios while maintaining a high level of safety and protection. We explore how this can be achieved.
Money Management Original
Retirees need to be careful relying on franking credits
Dividend income, with the help of franking credits, may not continue to be a reliable method of income for retirees, according to a panel.
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Thematics offer 'third way' of portfolio construction
Adopting an approach focused on thematics could be “a third way” for advisers to access global equities regardless of market style.
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Why the fundamentals continue to support credit
Vivek Prabhu, Head of Fixed Income at Perpetual explains why fundamentals continue to support credit and how the teams approach helps ensure the Perpetual Diversified Income Fund provides the defensive characteristics investors are seeking.
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Industry News
How to 'inflation proof' a portfolio
Holding exposure to base metals could help investors to “inflation-proof” their portfolios, according to Amundi, as the rising inflationary environment requires a different approach to portfolio construction.
Industry News
PwC appoints financial services leader
Tom Gunson will be responsible for the firm’s consulting, assurance and financial advisory business in Australia.
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Industry News
Lifespan boosts MDA support with hire
It has hired Brian Long as senior investment specialist – managed accounts to help support Lifespan’s managed discretionary account range.
Industry News
Milton and WHSP agree on merger terms
Washington H Soul Pattinson and Company will take 100% ownership of Milton, giving Milton’s existing portfolio greater diversity.
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ETF issuers can use overseas market makers
The corporate regulator has removed a barrier to entry for offshore market-making entities wanting to participate in the Australian exchange traded fund market.
Features
Money Management Original
Drowning in compliance
There is a raft of compliance obligations coming into place over the next few months and advisers need to ensure they have all their ducks in a row to avoid any breaches, Jassmyn Goh writes.
Money Management Original
Playing a theme
Opting for a core/satellite approach can be an easier way for advisers to utilise thematic exchange traded funds, writes Chris Dastoor, as they navigate an abundance of options.
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