News

Our insights on the latest news, trends and changes related to financial advice.

Magellan’s Global Equity Retail Funds Restructure explained

The Restructure is a proposed series of transactions which will have the effect of consolidating three of Magellan’s existing global equities retail funds, being the Magellan Global Fund, MGE and MGG into a single trust (the Magellan Global Fund) which has two unit classes: an Open Class and a Closed Class....

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How much money do you need to start an SMSF?

SMSFs are not for everyone, but for those individuals where an SMSF is entirely appropriate for them, the benefits can be considerable.
In the context of ongoing public debate regarding the appropriate minimum size for an SMSF, new research has been provided to provide insights into the true costs of running an SMSF. And the research...

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Pekada’s favourite things – Christmas 2020

As always, the Pekada team is back to bring you their favourite things for Christmas 2020. 2020 has been a year like no other and a lot of the team’s choices reflect what has gone on this year. Let us know if you like any of the choices or what you are looking out for under the...

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