Investing

It’s all about interest rates

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%…

Investing

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…

EquitiesInvestingMarkets, Industries and Trends

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…

InvestingInvesting InsightsNewsProperty

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…

InvestingProperty

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…

Alternative investmentsDiversificationFixed Interest and BondsInvestingNewsPortfolio Construction

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…

InvestingInvesting InsightsNewsProperty

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…