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…
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…
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,…
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…
An Introduction to Bonds
Content provided by OTG Capital Written by Ray Trevisan, Director, OTG Capital Pty Limited Cash or shares – Shares or cash Why are these the only 2 asset classes I seem to hear about in my travels and discussions with investors of all persuasions? There are actually 5 asset classes: Cash – liquid and powerful…
Do’s and don’ts of SMSF property investment
Opinion piece written by John Maroney, CEO, SMSF Association First published in The Financial Review on 10 October 2019. Licensed by Copyright Agency. Are you considering SMSF property investment? Direct property is an investment that self-managed super fund (SMSF) trustees are likely to consider at some stage. In fact, direct property investments make up about…
Is it time for SMSF Trustees to seriously consider investing in bonds/credit funds for income?
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank For investors, it’s become the new “barbeque stopper” – where to find yield with a cash rate at one per cent and the Reserve Bank dropping hints like confetti that it’s more than willing to cut them again to stimulate the economy. It’s…
Consumers are driving China’s economic growth – and foreign investors have noticed
Content provided by Magellan But foreign companies face new political risks when pursuing Chinese consumers. However, as the prices of property continue to rise in Australia, the affordability of property may be out of reach for many SMSF trustees particularly when there is a need to consider the risks with the lack of diversification should…
The popular choice for new SMSFs: A corporate trustee
19 March 2018 Written by Robin Bowerman, Head of Market Strategy and Communications at Vanguard/Board Director of the SMSF Association A fundamental question for intending SMSF members is whether to have a corporate trustee or individual trustees for their new fund. More than 80 per cent of new SMSFs established in 2016-17 had a corporate…
Why did the majority of A-REIT funds outperform in the past 12 months?
Content provided by S&P Dow Jones Indices In the mid-year 2017 S&P Indices Versus Active (SPIVA®) Australia Scorecard (available here), the majority of Australian funds underperformed their respective benchmarks across most categories, similar to previous scorecards. More than 80% of Australian Mid- and Small-Cap funds underperformed the S&P/ASX Mid-Small over the past 12 months. In…