Content provided by The Perth Mint “Bull markets are born on pessimism and die on euphoria” – John Templeton Irrespective of whether you think Bitcoin is a Ponzi scheme, the future of money, or something in between, there is no doubting it is again frontpage financial news. Prices rose to more than USD 60,000 per…
October 20, 2021
Spotlight Series: The rise of alternative lending and recent changes in investor behaviour
Join Zagga CEO & Co-Founder, Alan Greenstein in this Spotlight interview to hear how Zagga identified the opportunity for and created a space to provide SMSF investors with secured alternative investments, the importance of due diligence and risk assessment as well as Zagga’s history in numbers and how COVID-19 has impacted on investor behaviour. https://vimeo.com/636655021…
October 12, 2021
Case study: How the increase in SMSF members can aid business owners
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 for small…
October 5, 2021
SMSFs & Property series (Part 2): Using SMSFs to borrow to invest in property: Weighing up the risks and benefits
SMSF & Property Series: Part 2 Written by Mary Simmons, Technical Manager, SMSF Association Investing in property through an SMSF continues to grow with commercial and residential properties representing the third most popular asset class for SMSFs. The growth in the value of property held by SMSFs reflects both new investments as well as the…
September 29, 2021
Thinktank’s evolution in residential lending and inaugural RMBS transaction
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 pandemic’s economic…
September 29, 2021
Issue 25: Understanding investment product structures (Part 1)
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 capital. Individuals…
September 23, 2021
Spotlight Series: Understand how the fixed income space can work for your fund
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…
September 20, 2021
Highlights from the 2021 reporting season
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 next financial year.…
September 3, 2021
SMSFs & Property series (Part 1): SMSF investing in property direct
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 total value…
August 31, 2021
Issue 24: Now is not the time for complacency with your investment portfolio
There is no question that investment returns this financial year have been extremely strong. In the early weeks of the new financial year, equity markets have set and reset records and of course there is plenty of commentary around why markets and certain sectors could continue to perform strongly as well as why there may…