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Connecting Investors with Ideas

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    Part 2 in this series on estate planning focuses on wills. What a will can and cannot achieve, its objective, how wealth is transferred, and the importance of keeping things up-to-date.

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    A comparison of superannuation investment strategy outcomes over two decades for three types of investors: a baby, a 20-year-old and a 40-year-old, shows the benefits of time and the value of compounding.

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    There’s a gap between the age when many people are considered too old to start a new job, and qualifying for the age pension. It leaves those who do not own their home especially vulnerable.

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    While ASIC reviews the feedback on its robo advice policies, the US regulator makes it clear it requires the same standard of care from robo advisers as it expects from human advisers.

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    Roboadvice will increase the size of the advice market and bring vital tools to financial advisers, and while face-to-face advice will always have a role, some rationalisation will occur within the industry.

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    Most investors accept the benefits of diversification, but it can be problematic for some successful people who have made money in one business. For most investors, diversification leads to happier outcomes.

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    Estate planning involves making a lot of difficult decisions. In Part 3 of this series, three often-overlooked issues are explored: power of attorney, superannuation death benefits, and insurance.

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    Highly respected author and academic David Blake makes a compelling case for a major overhaul of financial advice, especially the way in which projected outcomes are communicated to investors.

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    In this series on leadership, the focus turns to superannuation funds and the need for quality financial advice to retain members up to and throughout their retirement.

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    Consumers of financial products are increasingly willing to place their trust in new intermediaries, including fintechs driving change with innovation and consumer-driven processes.

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    Falling into bankruptcy is rarely a planned event, and can leave little to start over. Recent court decisions provide confidence that when Plan A fails, superannuation is a good Plan B.

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    Although many people regard FinTechs as threats to banks and large incumbents, most of the new kids on the block see the value in forming beneficial relationships and cooperating rather than competing.

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    As pensioners and advisers adapt to the asset test changes, they should not place a different value on a dollar of income and a dollar of accumulated capital to support a retiree’s lifestyle.

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    The last article in our series on small APRA funds explains how SAFs can provide estate planning solutions in unique circumstances, including blended families, second marriages and adult children with special needs.

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    Does the Treasurer realise the extent of the super ‘gift’ he has delivered to financial planners for Christmas? We’re beginning to understand how complex the system has now become.

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    Using the example of an artist’s body of work being highly sought-after once the artist dies highlights the importance of appointing the right executors – ones that will handle your affairs the way you intended.

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    A response to Graham Hand’s article on lessons for roboadvice, explaining how enhancements to digital wealth management are embracing the adjacent role of human advisers.

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    Centrelink is facing a robo-debt backlash after using computers to check ATO records, replacing the usual human interaction. Likewise, roboadvice algorithms need to know more about the circumstances of clients.

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    The changes to superannuation rules make rolling over an estate into a surviving spouse’s pension account less attractive, reviving a role for testamentary trusts.

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    The 2016 Investment Trends High Net Worth Investor Report analyses the use of financial advice and a surprisingly steady asset allocation despite changing market forces.

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