Written by Paul Miron, Managing Director, Msquared Capital From an economic standpoint, it certainly seems we are headed in the right direction. We are getting the upper hand in living with the virus, international borders are reopening, and Australia is once again welcoming tourists, students, and migrants. The RBA has modelled that unemployment is at 4.25%…
How much are investors paying to access ETFs in Australia?
Written by Jordan Eliseo, Manager – Listed Products and Investment Research, The Perth Mint The Exchange Traded Fund (ETF) market continues to grow in Australia,with more than AUD 20 billion in inflows during the last financial year. These inflows, combined with a sharp rally in risk assets, has seen assets under management in the ETF…
Licensing for crypto exchanges welcomed by SMSFs
Written by Shane Stevenson, CEO, Cointree As we enter the new year off the back of an incredible 2021 for cryptocurrency, an asset class that displayed it can stand the test of looming inflation and many market fluctuations. But a concern remains for many SMSF holders who are considering adding this burgeoning asset class to…
Issue 29: What will 2022 bring for your SMSF?
Welcome to 2022! For some, the beginning of a new year is a time to start anew, to plan ahead or make resolutions for the new year. So here are some of the things that I have picked up on as I, like you no doubt, have been receiving a lot of ‘information’ in our…
Diversify or let your winners run? How to encourage your portfolio to bloom
Content provided by The Perth Mint Written by Jordan Eliseo, Manager – Listed Products and Investment Research, The Perth Mint There is no shortage of investment information and tips for investors looking to grow their portfolio. The challenge is how to turn them into actionable insights that work for the individual, something that is made…
Increasing Diversification of the Australian Equity Market
Content provided by S&P Dow Jones Indicies Written by Eduardo Olazabal, Senior Analyst, Global Equity Indices, S&P Dow Jones Indices Equity markets have changed considerably over the past 10 years, reflecting the growth of stocks and sectors in each market. While this growth has led to increased concentration in most of the world’s largest equity…
SMSFs & Property series (Part 5): Owning property through a related unit trust with your SMSF
SMSF & Property Series: Part 5 Written by Mary Simmons, Technical Manager, SMSF Association In part 4 of our property series, we discussed how using a fixed unit trust can enable an SMSF to acquire real estate which the SMSF may not otherwise have sufficient funds to acquire itself. It can also assist in diversifying…
LRBAs have an excellent track record for lenders and borrowers – despite the constant carping by critics
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank For a self-managed superannuation fund (SMSF) debt instrument that has, in most instances, delivered in spades for its various borrowers and lenders, Limited Recourse Borrowing Arrangements (LRBAs) have never been far from controversy since their inception in 2007. Whether it be an SME…
Issue 28: Understanding investment product structures (Part 4): Fixed income and alternatives
Over the last three months we have taken a look at investment product structures and how a range of assets classes fit within these, starting at a high level in September with ‘Understanding investment product structures’, in October, which dealt with equities in Part 2, and last month we looked at property assets. This month…
SMSFs & Property series (Part 4): SMSFs owning property through an unrelated unit trust
SMSF & Property Series: Part 4 Written by Mary Simmons, Technical Manager, SMSF Association In our previous articles in this series, we outlined the more traditional ways an SMSF can invest in property. This has typically involved an SMSF buying the underlying real property, or a portion of it, and receiving rent from the tenants…