Financial News That Matters

Spring Insights

In this Spring newsletter, read the latest market updates based on highlights across the Australian market over the past month.

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Paul Forbes shares an open letter with Adviser Focus

In an open letter to the Government and its regulators, CEO Paul Forbes documents a dizzying trail of red tape which all advisers must currently follow when informing their clients about the fees they charge. This is a plea for common sense made by Forbes to Canberra’s bureaucrats and decision-makers…

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IFA Excellence Awards 2021

The finalist list, which was announced on 24 August 2021, features over 210 high-achieving financial services professionals across 27 submission-based categories.

We would like to wish RFS’s Darko Zigic and Troy Theobald for their nominations; Goals-Based Adviser of the Year and Practice Principle of the Year. We would also like to extend a big congratulations to our friends at Evalesco Financial Services and Centaur Financial Services who are part of our Australian Advice Network group and also received nominations for the IFA awards.

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Afterpay, an Australian success story

Last week, the US listed business Square announced plans to takeover Afterpay in a deal that valued the Australian company at $39 billion, making it the biggest acquisition in Australian corporate history. As Afterpay is a significant holding in your portfolio, I wanted to share some insights directly from the manager, and outline what the acquisition means for you.

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How good are the Olympics?

A big shout out to Joe N (husband of Fran as he puts it) – one of our long term clients – who I know will be glued to the Olympics and must be very happy with the 7+ app (https://7plus.com.au/olympics) that gives you every sport you can think of.  Now retired, so lots more time on his hands, Joe is a bit of an Olympics addict and has been taking two weeks holidays every Olympic year since his twenties to watch whatever is available.  The coverage has only got better, so no doubt he is in his element.

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What’s up with inflation?

Fears of a resurgence in inflation has been the big topic of conversation among bond and sharemarket commentators lately, which may come as a surprise to many given that our rate of inflation is just 1.1 per cent. Yet despite market rumblings, the Reserve Bank of Australia (RBA) appears quite comfortable about the outlook.

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