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D3s1gnBuG@GCR2020

ASIC sounds warning around high-yield bond scams

9 February 202123 February 2021 by D3s1gnBuG@GCR2020

 

The corporate regulator has warned of a rise in scammers targeting Australian investors by pretending to be associated with well-known domestic and international financial service firms.

 

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How to pass the diversification test

9 February 202120 February 2021 by D3s1gnBuG@GCR2020

 

Diversification, spreading your money across a range of different assets rather than putting it all into one place, is one of the core principles of investment risk management. That's because investment returns from different assets are never consistent.

 

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Rollout of Director ID Numbers (DIN) is ahead of schedule

9 February 202118 February 2021 by D3s1gnBuG@GCR2020

 

Director identification numbers may be introduced sooner than expected for SMSFs with corporate trustees, with the government moving quickly with the rollout of systems and processes, according to a technical expert.

 

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The perks of staying invested

9 February 202115 February 2021 by D3s1gnBuG@GCR2020

 

In times of severe market disruption 'doing nothing' often feels unacceptable. Surely such market movements means you have to respond.

 

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Retirees proceeding with downsizing plans as confidence rises

9 February 202112 February 2021 by D3s1gnBuG@GCR2020

 

Downsizer contributions were the top query received by the BT technical services team in the December quarter, with many retirees looking to downsize for lifestyle and health reasons.

 

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Early access boosted interest in advice

9 February 202110 February 2021 by D3s1gnBuG@GCR2020

 

Public interest in financial advice rose significantly in 2020, with consumers focusing their online searches on super topics as the government launched its COVID-19 early access scheme, according to new data from fund manager Allan Gray.

 

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Returning expats reminded on tax snares with pensions, investments

14 January 202130 January 2021 by D3s1gnBuG@GCR2020

 

With thousands of Australian expats still hoping to return home following COVID-19, a mid-tier firm has highlighted some important tax implications and considerations, including the foreign pension transfers.

 

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Retirees need new super investment approach

14 January 202129 January 2021 by D3s1gnBuG@GCR2020

 

The needs of retiree clients may not be properly serviced by traditional portfolio investment approaches, an investment expert has warned.

 

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Retirement the ‘number one trigger’ for financial advice

14 January 202124 January 2021 by D3s1gnBuG@GCR2020

 

Approaching retirement still remains the top reason for seeking advice from a financial planner, with healthcare costs, outliving their savings and aged care costs some of the biggest concerns, according to a recent research paper.

 

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Approaching the dawn

14 January 202118 January 2021 by D3s1gnBuG@GCR2020

 

COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through most of this year. So, as we rapidly approach the end of an extremely unpredictable and volatile year, what's in store for 2021?

 

Categories Financial Planning Leave a comment
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Recent Posts

  • ASIC sounds warning around high-yield bond scams
  • How to pass the diversification test
  • Rollout of Director ID Numbers (DIN) is ahead of schedule
  • The perks of staying invested
  • Retirees proceeding with downsizing plans as confidence rises

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