Written by Jordan Eliseo, Manager – Listed Products and Investment Research, The Perth Mint The Exchange Traded Fund (ETF) market continues to grow in Australia,with more than AUD 20 billion in inflows during the last financial year. These inflows, combined with a sharp rally in risk assets, has seen assets under management in the ETF…
Licensing for crypto exchanges welcomed by SMSFs
Written by Shane Stevenson, CEO, Cointree As we enter the new year off the back of an incredible 2021 for cryptocurrency, an asset class that displayed it can stand the test of looming inflation and many market fluctuations. But a concern remains for many SMSF holders who are considering adding this burgeoning asset class to…
Diversify or let your winners run? How to encourage your portfolio to bloom
Content provided by The Perth Mint Written by Jordan Eliseo, Manager – Listed Products and Investment Research, The Perth Mint There is no shortage of investment information and tips for investors looking to grow their portfolio. The challenge is how to turn them into actionable insights that work for the individual, something that is made…
Increasing Diversification of the Australian Equity Market
Content provided by S&P Dow Jones Indicies Written by Eduardo Olazabal, Senior Analyst, Global Equity Indices, S&P Dow Jones Indices Equity markets have changed considerably over the past 10 years, reflecting the growth of stocks and sectors in each market. While this growth has led to increased concentration in most of the world’s largest equity…
LRBAs have an excellent track record for lenders and borrowers – despite the constant carping by critics
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank For a self-managed superannuation fund (SMSF) debt instrument that has, in most instances, delivered in spades for its various borrowers and lenders, Limited Recourse Borrowing Arrangements (LRBAs) have never been far from controversy since their inception in 2007. Whether it be an SME…
Diversification with regular income (webinar)
Content provided by Zagga In this short webinar, Zagga CEO & Co-Founder, Alan Greenstein, provides a brief introduction to commercial real estate debt (CRED) and explains how this subset of the broader Private Debt asset class is experiencing strong growth globally. Given the low-return environment we have experienced of late, sophisticated investors are looking to options…
The taxing problem of foreign pension transfers (Part 2)
Written by Tracey Scotchbrook, Policy Manager, SMSF Association In my previous article, ‘So you’re thinking about transferring your foreign pension fund to Australia‘, I highlighted some of the important things you need to consider before transferring your foreign pension funds to Australia. In this article I will explore the Australian income tax implications. Where a…
What to look for when choosing a gold ETF
December 2021 Content provided by The Perth Mint Content provided by The Perth Mint In the last 15 years, gold exchange traded funds (ETFs) have become an increasingly popular way for investors, including SMSF trustees, to gain exposure to the precious metal in their portfolio. Australia was at the forefront of the development of the…
SMSFs & Crypto: The unlikely relationship that’s soaring
Written by Shane Stevenson, CEO, Cointree When cryptocurrency started trading in 2009, it was certainly not front of mind for SMSF investors, especially those in retirement. Even after the Global Financial Crisis (GFC) in 2008, they remained wedded to those traditional mainstays of their portfolios – fully franked Australian blue chips, cash and fixed deposits,…
So you’re thinking about transferring your foreign pension fund to Australia (Part 1)
Written by Tracey Scotchbrook, Policy Manager, SMSF Association For people who have previously lived and worked overseas they will likely have a foreign pension fund. It is understandable that there is a desire to consider transferring the proceeds of these pension funds into Australia. The reasons for doing so are varied but are often about…