COVID-19

Financial planning

Australia’s Big Four banks have been rated on their COVID-19 responses by consumer advocate Choice, with ANZ performing the worst. ...

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Financial planning

ASIC has seen a 20% rise in the number of investment scam reports during the COVID-19 pandemic, compared the same timeframe last year....

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Funds management

The residential, industrial and office sectors have been the most resilient in the wake of COVID-19, according to First Sentier Investors....

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Financial planning

Treasurer, Josh Frydenberg, has described 2020 as a ‘year to forget’ for Australia as the unemployment rate reaches a 19-year high....

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Funds management

Challenger is looking to strengthen its capital position by backing investment grade fixed income opportunities to help withstand further market volatility....

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Policy & Regulation

Industry Super Australia has backed the Australian Taxation Office’s promised crack-down on the misuse of early release superannuation, particularly with respect to tax m...

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Financial planning

Nearly 80% of current and prospective retirees failed to get any financial advice during the recent market crash, and one-in-five believe advice is only “for the rich” ac...

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Superannuation

New analysis from Frontier Investment Consulting suggests that the volatility generated by COVID-19 has raised real questions about the Australian Prudential Regulation A...

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Funds management

A decision to significantly increase the healthcare weighting in expectation of COVID-19 treatments has paid off for the Pengana High Conviction Equities fund....

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Financial planning

The financial services bodies have welcomed the extension of the FASEA exam and education standards, which now have the deadline of 1 January, 2022, and 1 January, 2026, ...

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Financial planning

The firm’s revenue had fallen by over 15% in April and May due to the COVID-19 pandemic....

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Financial planning

As many as one-in-six small-to-medium sized enterprises could close as a result of the economic downturn during the COVID-19 pandemic, according to the Ruthven Institute....

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Superannuation

Superannuation funds were hit hard in February and March and since then had two strong months with the median balanced superannuation fund rising 2.1% in May on the back ...

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Policy & Regulation

The Australian Securities and Investments Commission has announced it has registered an amending instrument to specify an end date for three COVID-19 related instruments....

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Features

In the second part of his look at client reviews, Astute Wheel’s Hans Egger outlines the steps which should be taken in the actual client review....

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