Since 1 July 2011, the SIS Regulations require trustees of SMSFs to insure collectables and personal use assets owned by the fund – other than memberships of sporting or social clubs – in the name of the fund within seven days of acquiring the item. The need to insure provides a protection mechanism for a…
March 16, 2021
Cost of Operating SMSFs 2020
Our vision is to enable Australians to take greater control of their financial future through a sustainable Self Managed Super Fund (SMSF) community. We believe that every Australian has the right to a good quality of life in retirement and the right to control their own destiny. Further to this, we believe that better outcomes…
March 4, 2021
Commercial property sectors faring better than expected, producing superior returns
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Amid perceptions of near-empty retail malls and reports of high-quality office tenants preparing to sub lease huge swathes of space, investing in commercial property would not seem to be for the faint hearted. Sentiment, of course, has not been helped by pandemic lockdowns,…
February 25, 2021
Live webinar: Finding hidden value in volatile markets, And what we’ve learnt from February’s interim results season…
Content provided by Magellan Asset Management Ltd This is an upcoming webinar from Magellan Asset Management, which you can register for using the button below. Date: 9 March 2021 Time: 11:30am (AEDT) Against a backdrop of heightened economic uncertainty and ever-falling interest rates, Australian investors have flocked to “quality”: paying higher multiples across the board for the…
February 17, 2021
2021 – Can we Expect the Unexpected again?
Content provided by Msquared Capital Written by Paul Miron, Managing Director, Msquared Capital For savvy investors, including property and mortgage investors, the new year traditionally starts with reading bold economic and property predictions by our favourite fund managers and economists trying to foresee “what lies ahead for the coming year”. If 2020 taught us anything,…
February 1, 2021
SMSF resilience continues to surprise commentators
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank The resilience of the self-managed super fund (SMSF) sector still surprises some financial market commentators. Although the sector now comprises the largest super sector – $733 billion at 30 June 2020 – it is still subject to a level of unwarranted scrutiny considering…
January 29, 2021
Magellan ‘In The Know’: The rise and challenges of China – former CIA China analyst shares his views
Content provided by Magellan Asset Management Limited China’s continued rise as a global economic powerhouse has met with increasing caution and push-back from the Western world, not least from the United States during four turbulent years under President Trump. Now, with Joe Biden in the White House, we discuss how the new administration will approach…
January 21, 2021
Australia Persistence Scorecard: Mid-Year 2020
Content provided by S&P Dow Jones While comparing active funds against a benchmark index is a typical practice used to evaluate their performance, persistence is an additional test that reveals fund managers’ skills in different market environments. In this report, we measure the performance persistence of active funds that outperformed their peers and benchmarks over…
January 6, 2021
Residential housing has appeal to SMSF trustees
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Residential housing is an asset class that has growing appeal to self-managed super fund (SMSF) trustees. At 30 June 2015, they held $23.1 billion in this asset class, a number that had increased 69 per cent to $39.1 billion at 30 June 2020,…
December 16, 2020
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…