Content provided by Thinktank When Thinktank, a specialist commercial and residential property lender, recently closed its first residential mortgage-backed securitisation (RMBS) issue for $500 million, it validated a strategy of diversifying from small commercial loans into the residential debt market. In a COVID-19 environment, this diversification has allowed the company to weather the pandemic’s economic…
September 20, 2021
Highlights from the 2021 reporting season
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 next financial year.…
September 16, 2021
Why does my auditor need evidence of asset values?
Written by Belinda Aisbett, Director, Super Sphere Pty. Ltd 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 values. For many funds this is an uneventful requirement –…
August 24, 2021
Industrial property – the silver lining in the retail cloud
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 expected to…
August 19, 2021
Forager’s 2021 Investor Roadshow available for replay
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 the 2021 Financial…
August 6, 2021
Why the non-bank sector appeals to SMSFs
Content provided by Thinktank 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…
July 28, 2021
VGI Partners Global and Asian Investments
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 Investments (ASX:…
July 26, 2021
Red hot IPO market
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, another area with…
July 19, 2021
Your 2021 new financial year SMSF health check
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 return and fees…
July 8, 2021
Higher interest rates … unlikely before 2022
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 2021, SMSFs…