Highlights from the 2021 reporting season

September 2021 Content provided by Forager Funds   There was no shortage of activity during the recent August reporting season. In today’s weekly video, Forager Australian Shares Fund Senior Analysts Alex Shevelev and Gaston Amoros share a few of the highlights relevant to the Fund. Insurance industry software provider Fineos (ASX:FCL) upgraded revenue growth expectations for the…

Why does my auditor need evidence of asset values?

September 2021 Written by Belinda Aisbett, Super Sphere Pty. Ltd,Fellow SMSF Specialist Auditor (FSSAud®), Fellow SMSF Specialist Advisor (FSSA™) As a trustee, when preparing your information for your accountant to undertake the task of preparing your SMSF’s annual financial report, inevitably, a query will be made in relation to the evidence needed for your asset…

Industrial property – the silver lining in the retail cloud

August 2021 Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Those thinking that life for the retail sector will return to normal after COVID need to think again. E-commerce has a 26-year track record – Amazon sold its first book online in 1995 – and globally the online retail market is…

Forager’s 2021 Investor Roadshow available for replay

August 2021 Content provided by Forager Funds   The 2021 Forager Investor Roadshow enables investors to gain an overview of the past year. It was a great opportunity for the Forager team to provide investors with an overview of the past year, an outlook for next year and answer questions during a live Q&A. With…

Why the non-bank sector appeals to SMSFs

August 2021 Written by Per Amundsen, Head of Research, Thinktank   The numbers are revealing. According to the consultancy firm Plan1, the non-bank lending sector’s slice of the commercial real estate debt market is set to grow rapidly over the next three years to an estimated $50 billion by 2024. As the banks, especially the…

VGI Partners Global and Asian Investments

July 2021 Content provided by VGI Partners VGI Partners is a global equity manager with concentrated strategies comprising long investments and short positions in Global, and Asian listed securities. With offices located in Sydney, New York, and Tokyo, VGI Partners offers two listed investment strategies: VGI Partners Global Investments (ASX: VG1) and VGI Partners Asian…

Red hot IPO market

July 2021 Content provided by Forager Funds   It’s been a red hot market for initial public offerings (IPOs) during the first half of 2021, with IPO activity being at its highest in the last 10 years. While a lot of these listings have been in the mining space, as they often are in Australia,…

Your 2021 new financial year SMSF health check

July 2021 With a new financial year beginning, it is a perfect time to review your SMSF and give it a clean bill of health for the upcoming 12 months. The following list provides a series of considerations that you and your SMSF Specialist Advisor should review.   1. Take stock of your SMSF investment…

Higher interest rates … unlikely before 2022

July 2021 Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank There’s no question many self-managed super fund (SMSF) trustees have always been attracted to cash and term deposits. Quite clearly the capital security and liquidity they offer have consistently held strong appeal. Based on the latest ATO numbers to 31 March…

It is confirmed “Australia is the lucky country” … backed by property

July 2021 Content provided by Msquared Capital Article written by Paul Miron, Managing Director, Msquared Capital The end of financial year normally marks an annual ritual of self-assessment of one’s investment portfolio performance relative to the market as well as creating financial goals for the next 12 months. A key takeaway from living through the…