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Issue 45: Property investment from a different perspective – Commercial Real Estate Credit

Property is an investment class much favoured by Australian investors; be it held directly via a residential investment property, through a listed A-REIT or perhaps a premise from where owners conduct a business. In many cases these investments form part of a SMSF.  As at March, SMSFs held around $135 billion in non-residential and residential…

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Issue 44: To SMSF or not – How the sector performs against APRA funds

Probably a question asked by many contemplating starting or continuing to run an SMSF. And rightly so as the decision to directly manage you retirement savings is one that should not be taken lightly by any member of an SMSF. For some, it may also be the anticipated time involved with running an SMSF that…

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Issue 43: Long-term investing and how an SMSF is suited to delivering it

There has been much discussion of late regarding the shift from ‘growth’ to ‘value’ investing, perhaps prompting the question with some SMSF trustees, ‘do we need to adjust our investment portfolio along similar lines?’ My understanding of growth investing is that it’s where investors seek to grow their investments over time, often in a combination…

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Issue 42: Is it back to the roaring ’20s again?

The Roaring ’20s, and I’m talking the 1920s, was a decade of economic growth and widespread prosperity. It followed the ‘Spanish Flu Pandemic’ which lasted two years, over a number of waves between February 1918 to and April 1920. Sound familiar?  The decade following was a period of strong economic growth and technological change. Most…

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Does investing in silver stack up

Content provided by The Perth Mint Gold tends to get all the glory when people look for an investment with a low correlation to traditional assets such as stocks and bonds. But many invest in silver as an inflation hedge and to help protect the overall value of their portfolio in times of economic turmoil. One…

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Issue 41: Thinking of getting started in investing or know someone who is? Consider the fundamentals first

Thank you for joining us again this year and for your interest and support over 2022. If you are joining us in 2023 for the first time, welcome and I hope you find these articles of interest and help. Just to reconfirm, these are my thoughts and ideas based on my experiences and are not…