Content provided by Zagga Recently Business Insider posted an article ranking the best and worst performing Australian super funds for 2020 with returns falling within the range of -2% to 9%. YES – you read right. NEGATIVE TWO PERCENT!! Depending on where you are in your retirement planning cycle, this negative return can have a…
October 29, 2020
Issue 16: The changing nature of Australian share indices
In our last instalment, we took a look at reporting season and asked how your SMSF portfolio survived? In that instalment, we looked at how there may be a two-tier reporting outcome for companies and sectors with some doing well and others not so well; introducing the concept of the ‘K’ shaped outcome. By now…
October 1, 2020
SPIVA® Australia Mid-Year 2020
Content provided by S&P Dow Jones Indices Market sell-offs were seen in different Australian equity market segments in the first half of 2020 due to the COVID-19 pandemic, while Australian bonds recorded a small gain. Apart from A-REIT funds, the majority of funds in all categories suffered worse drawdowns versus their respective benchmark indices. All…
September 30, 2020
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Issue 15: How did your SMSF portfolio survive reporting season?
For income investors, a more important question may be; how does my future cash flow stack up now I know more following reporting season? Welcome to our third instalment this financial year and the first following a reporting season telling us a little more about how companies have fared during COVID-19 as they report their…
September 10, 2020
Integrating ESG Values into Core in Australia
Content provided by S&P Dow Jones Indices An increasing number of investors require indices that are aligned with their investment objectives and their personal or institutional values. The S&P/ASX 200 ESG Index was designed with both of these needs in mind. With the S&P/ASX 200 ESG Index, investors are now able to move ESG from…
August 30, 2020
Issue 14: Property and Infrastructure – do they fit into my SMSF?
Welcome to our second instalment for the new financial year. We continue to see markets, while volatile, trend up with equity markets in the USA reaching new highs. While in Australia we are seeing results season provide insight to how companies have fared through the pandemic. Some commentators are suggesting that markets may be running…
July 30, 2020
Issue 13: Revisiting the fundamentals of your SMSF investing
As I welcome you to the start of a new financial year, above all, I trust you, your family members, friends and colleagues are all in good health. Beyond your personal heath an important consideration for many at this time will be the health of their SMSF and its investment portfolio and I’m guessing that…
July 17, 2020
ATO figures can reveal true picture about LRBAs
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank The numbers around Limited Recourse Borrowing Arrangements (LRBAs), the borrowing instrument that took effect in 2006 to allow self-managed super funds (SMSFs) access to leverage, can easily – and sometimes deliberately – be misinterpreted.  Let us cite two examples. In December 2014,…
July 1, 2020
Overview of unlisted trusts
Content provided by Primewest Group Investor Relations Unlisted Trusts offer investors the opportunity of investing in various commercial properties eg. Office buildings, Shopping centres, large format retail, Agriculture, tourism, industrial/logistics etc. Unlisted trusts give investors the ability to invest in this type of asset without the large costs involved in purchasing these assets. Typically the…
June 30, 2020
Persistence of Australian Active Funds
Content provided by S&P Dow Jones Indices While comparing returns against a benchmark is a common practice to evaluate the performance of active funds, performance persistence is an additional test of the fund managers’ skills at overcoming different market environments. In this report, we measured the performance persistence of active funds that outperformed their peers…