Content provided by Thinktank For self-managed super fund (SMSF) trustees, industrial property has been the flavour of the property market for the past few years – and there’s every likelihood that this state of affairs is not going to end any time soon. In 2018, this asset class outperformed the retail and office sectors, notching…
December 16, 2019
Superannuation death benefits – review your succession plans
Regardless of the size of your superannuation benefits, it is vital that you sort out your estate plans to ensure that you have a well prepared plan so that the right assets go to the right beneficiaries. You need to make sure that you get holistic estate planning advice and have arrangements in place to…
December 11, 2019
2019 – A year in review
Content provided by Thinktank It’s never hard for investors to find the negative. At the beginning of 2019, market analysts were pointing to any number of geo-political and economic events with the capacity to send markets into a tailspin. The US-China trade dispute was the headline act for the simple reason any ramifications would be…
December 3, 2019
Sydney & Melbourne commercial property markets remain attractive for investors
Content provided by Thinktank The commercial property market, especially in Sydney and Melbourne, remains an attractive opportunity for self-managed super fund (SMSF) trustees in 2020. A record low interest rate environment, a robust demand for office space (CBD and suburban) and strong overseas interest in this market will continue to foster its growth. It’s not…
November 26, 2019
Six tips in assessing a bond’s security
Content provided by OTG Capital Written by Ray Trevisan, Director, OTG Capital Pty Limited Why is security important? I’m often surprised how many investors take no notice of what is securing their money (aka collateral), when they happily lend it out to any Tom, Dick or Mary investment fund in the form of a Bond,…
November 22, 2019
Gold back on the radar as rates hit all-time lows!
Content provided by The Perth Mint Written by Jordan Eliseo, Senior Investment Manager, The Perth Mint Despite its recent pullback, gold is well and truly back on the investment radar with the price rising above AUD 2,200 per troy ounce for the first time ever in 2019. To the year end in October, the price…
November 19, 2019
Are you across the superannuation death benefit limitations?
As an SMSF trustee, you need to take special care when paying death benefits as you are responsible for ensuring that the payment rules are met. Strict rules apply, affecting who can receive a death benefit, the form in which the death benefit can be paid and the timing of such a payment. Click here…
November 18, 2019
What does it really cost to manage your own super?
Working out how much your SMSF should cost to manage is never an easy thing to do. Given the nature of SMSFs and the varying differences between trustees, finding easily accessible and relevant comparisons is difficult. The SMSF Association however has received information from the two largest online SMSF software companies which may help answer…
November 14, 2019
Investing in infrastructure and property, should investors invest in listed or unlisted vehicles?
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank It’s entirely in keeping for former Labor Treasurer and Prime Minister Paul Keating to call a spade a shovel. In an interview to celebrate 50 years since he was elected to Parliament in 1969, he said monetary policy (cutting interest rates) had run…
October 22, 2019
Income and high yield investment trusts
Content provided by Thinktank Join Peter Vala, General Manager Partnerships and Distributions and Per Amundsen, Company Secretary, Thinktank as they discuss the how high yield investment trusts may form part of an SMSF investment portfolio. Presented by: Peter Vala, General Manager Partnerships and Distributions and Per Amundsen, Company Secretary, Thinktank. Facilitated by: Lauren Ryan, Business…