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…
May 31, 2022
Investing during extreme uncertainty
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…
May 19, 2022
How gold ETFs keep fees and costs low
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…
May 13, 2022
Bringing ESG Considerations to Australian Strategies
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…
May 6, 2022
International Investing Webinar – Why beaten- up sectors are an interesting playground
Content provided by Forager Funds In the May International Shares Fund webinar, Forager’s Steve Johnson, Chloe Stokes and Harvey Migotti discuss a range of topics, including: The latest developments in global share markets; Fund performance and what’s new for the portfolio; and What beaten up sectors and stocks we’ve been keeping an eye on. Content…
April 14, 2022
Benefits of holding gold in Australian dollars
Content provided by The Perth Mint Gold prices have risen to more than USD 1,950 per troy ounce (oz) in early March as the conflict in Ukraine, heightened inflationary concerns, and slowing economic growth combine to reignite demand for the trusted safe haven. These events have seen a return to inflows for global gold ETFs, with holdings increasing by…
April 14, 2022
3 reasons why investors should be wary of Hybrid investments in 2022
Content provided by Income Asset Management In his latest feature for Income Asset Management, bond market expert Matthew Macreadie – Director of Credit Strategy at IAM – highlights the risks for investors to be aware of with Hybrid investment instruments. In today’s low interest rate environment where term deposit rates have remained stuck near zero,…
April 13, 2022
Road trippin’
Written by Gareth Brown, Portfolio Manager, Forager Funds If you’ve listened to the latest episode of Stocks Neat, you’ll know that Steve, Harvey and I were in the States recently on our first business trip in more than two years. The goal was to meet with various management teams and see what’s happening on the…
April 7, 2022
Property – A reliable asset in uncertain times?
Written by Paul Miron, Managing Director, Msquared Capital Amidst a war in Eastern Europe, our central bank is grappling with the impacts of a rising cost of living, a severe energy crisis (not experienced since the 1970s), official inflation hitting 3.5%, and lastly, COVID-19 and its variant accomplices. This is not to mention the constant heartaches…
March 29, 2022
2022-23 Federal Budget Summary – A quiet night for SMSFs
Written by Tracey Scotchbrook, Policy Manager, SMSF Association As expected, the 2022-2023 Federal Budget has a strong emphasis on cost-of-living relief, job growth and women’s security. From an SMSF (and superannuation perspective) this year’s Federal Budget was a quiet one, and saw continued stability for SMSF trustees. The following is a brief summary of the…