Written by Paul Miron, Managing Director, Msquared Capital For the past 40 years, inflation in the western world has not triggered any emotion…until now. Naturally, the question we must ask is: What exactly has caused the sudden panic, fear, and obsession with the subject of inflation? In central banks’ pursuit of taming inflation, we have seen…
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank It’s a well-worn saying, “the devil is in the detail”. Only, in this instance, when it comes to the ATO’s self-managed super funds (SMSFs) statistics, the angel is in the detail. That’s the only conclusion that can be drawn from the regulator’s latest…
Content provided by S&P Dow Jones Indices While comparing active funds against their respective benchmark indices is a typical practice to evaluate their performance, persistence is an additional test that can reveal fund managers’ skills in different market environments. We measure the performance persistence of active funds that outperformed their peers and benchmarks over consecutive…
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank It was December 2021, after nearly two years of lockdown, that the Thinktank Monthly Report struck a slightly more optimistic note about the retail property sector. To quote: “Retail continues to be showing initial signs of recovery and indications of a turnaround as…
Revised as at 03 June 2022 Managing your own super has many benefits, but it’s important to have a plan. There are certain aspects you must consider to ensure you are meeting all of your yearly requirements. Step through the year with confidence with your SMSF Yearly Planner, detailing what you need to address each…
Updated as of 03 June 2022 Gain an overview of the 2022/23 financial year contribution caps, eligibility, glossary of key terms and more with our handy Super Reference Guide. A handy guide to help you step through the new financial year with confidence, the 2022/23 Super Reference Guide is a quick reference to help you…
Several key super changes which may impact your ability to contribute to your SMSF, are set to take effect from 1 July 2022. These changes create opportunities for all SMSF members, young and old, to grow their retirement savings. What are the changes? Originally announced in the 2021 Federal Budget, the following changes apply from 1…
Written by Paul Miron, Managing Director, Msquared Capital As we return to work after a Federal Election and the appointment of a new government, there still seems to be no end in sight regarding the war in Ukraine…not to mention an energy crisis, world food shortages, supply chain issues…COVID-19…and rising costs of living, with persistent high…
Content provided by The Perth Mint As with all managed funds, gold ETFs incur costs and fees charged to their investors to cover the expenses of operating the product on a regulated exchange. Unlike most other ETF products, which tend to have some cash in them as part of the portfolio of assets owned on…
Content provided by S&P Dow Jones Indices This paper will demonstrate the potential improvements in environmental, social and governance (ESG) characteristics that are reflected in ESG benchmarks versus traditional market-capitalization-weighted benchmarks in a hypothetical group of Australian equities. We explore how various sustainability-focused indices might provide improved ESG characteristics, while maintaining comparable sectoral and country…
Enjoy the control and flexibilty that comes with managing your own super.
