Investing Insights

InvestingInvesting Insights

2019 – A year in review

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…

InvestingInvesting InsightsProperty

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…

InvestingInvesting InsightsProperty

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…

Investing InsightsNewsSMSF Insights

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…

Fixed Interest and BondsInvestingInvesting Insights

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…

InvestingInvesting InsightsMarkets, Industries and Trends

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…

InvestingInvesting InsightsInvestment Funds

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…