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Since the coalition victory in May, self-managed super fund investors have strongly supported the domestic Australian equity market as a source of yield.

The banking sector is the core of the domestic Australian equity market.

I would argue though that the banking sector for many investors is the core of the Australian dividend yield market.

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And it is not just wealth managers who are interested — the ­debate around widening asset diversification was seeded when the Future Fund and industry fund managers began to talk publicly about the positive long-term ­returns generated for their ­clients from both uncorrelated and real assets.

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Now we have a potential new thing — modern monetary theory.

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And he laments how many members of The Australian’s inaugural List of Australia’s richest 250 people are on it.

“There are too many families who should be just on The Australian’s Rich List and not on a Fractured Family list — where there are tensions and conflicts between the families, where they haven’t got their act together, where their family business is at risk of imploding, not because of business reasons, but because of family reasons,’’ he said this week on the sidelines of an address to clients of Hamilton Wealth Management at the Kooyong tennis club.

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It’s been a strong year for Australian equities to the end of September, with the ASX200 up 12.47 per cent against the MSCI All Country World Index (ex Australia) up 8.76 per cent.

The outperformance has led to a lot of questions as to where equity valuations are and whether they are expensive.

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Commonwealth Bank of Australia is tapping sophisticated and institutional investors for more than $750m as it seeks to capitalise on demand for yield in a ­record-low interest rate climate.

Hamilton Wealth managing partner Will Hamilton said investors needed to look at the tenure of the hybrid as well as the yield, and look out for capital notes that were offering better returns in the secondary market.

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For all of us, but especially for those who paid 18 per cent mortgage rates in the late 1980s, these are certainly unprecedented times. Who would have thought 30 years ago we could ever have zero interest rates in sight? However, I believe the reality is we need to get used to lower for longer.

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Jane Hume, the Assistant Minister for Superannuation, Financial Services and Financial Technology, has announced two key changes for the financial advice industry:

● An extension to the requirement for all advisers to complete the Financial Adviser Standards and Ethics Authority (FASEA) exam by one year to January 1, 2022.

● All advisers must meet the FASEA qualification requirements by an additional two years to January 1, 2026

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But they warn middle-aged clients and retirees, who have been stung by a collapse in interest rates on deposits, to be wary about chasing the promise of high returns or exotic investments, given this inevitably comes with high risk.

Will Hamilton of Melbourne-based Hamilton Wealth Management said: “The bottom line is that average returns will be lower in a low rate environment.”

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Active managers have struggled with fund flows this year as investors opt out into cheaper passive funds.

The local sharemarket has gained more than 20 per cent since the start of the year, a performance many active managers have struggled to match.

There’s a really big issue out there. There’s something like 130 managers managing the ASX 200 and 83 per cent of them underperformed last year,” says Hamilton Wealth Management founder Will Hamilton.

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