Co-ops: the new ESG investment vehicle for SMSF portfolios

October 2021 Content provided by ITP Development  Environmental, Social and Governance (ESG) has become increasingly prominent in investment portfolios as awareness and action around climate change accelerates. This article outlines some aspects of ESG and how investors can directly support local projects through member-owned co-operatives. Responsible investing through ESG is an opportunity to extend an…

Case study: How the increase in SMSF members can aid business owners

October 2021 Content provided by Thinktank The Federal Government’s decision to increase the number of members in an SMSF from four to six from 1 July 2021 has been long awaited by a small number of SMSFs. To date, most of the focus has been expanding family SMSFs. But this reform has opened up possibilities…

Thinktank’s evolution in residential lending and inaugural RMBS transaction

September 2021 Content provided by Thinktank When Thinktank, a specialist commercial and residential property lender, recently closed its first residential mortgage-backed securitisation (RMBS) issue for $500 million, it validated a strategy of diversifying from small commercial loans into the residential debt market. In a COVID-19 environment, this diversification has allowed the company to weather the…

InvestingNews

Issue 25: Understanding investment product structures

September 2021 Reflecting on the history of the ASX, may seem an unusual way to start a discussion on investment product structures, however the history of ASX has also been transformational in delivering the range of investment products ASX now offers Australian investors. Once, the primary reason sharemarkets existed was to facilitate the formation of…

Fixed Interest and BondsInvestingNews

Spotlight Series: Understand how the fixed income space can work for your fund

September 2021 We recently sat down with Ray Trevisan, Director and Fund Manager, from OTG Capital,  who shared his insights on mortgage and asset-backed investments in the fixed income space and the importance of financial education. Ray shared his thoughts on how the markets, particularly the property market, are responding in this pandemic era as well as…

Highlights from the 2021 reporting season

September 2021 Content provided by Forager Funds   There was no shortage of activity during the recent August reporting season. In today’s weekly video, Forager Australian Shares Fund Senior Analysts Alex Shevelev and Gaston Amoros share a few of the highlights relevant to the Fund. Insurance industry software provider Fineos (ASX:FCL) upgraded revenue growth expectations for the…

InvestingNewsProperty

SMSFs & Property series (Part 1): SMSF investing in property direct

September 2021 SMSF & Property series: Part 1 Written by Mary Simmons, Technical Manager, SMSF Association SMSF trustees’ love of property remains steady, with ATO statistics over the years confirming that residential and commercial property make up about 15% of all SMSF assets. This has been the case consistently over many years, even though the…