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…
June 30, 2020
LRBAs hold up well during COVID-19
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank If there has been a common refrain from critics of Limited Recourse Borrowing Arrangements (LRBAs) since their inception in September 2007, it’s that self-managed super funds (SMSFs) using this debt instrument could be fatally exposed in economic or financial crises. Yet 13 years…
June 29, 2020
Issue 12: Are alternative assets right for your SMSF?
It’s hard to believe that this is the twelfth article in this series; even more so when we consider that when the first was written a year ago, we were in a very different investment environment. With the change in fortunes for markets over recent months, some investors and SMSF trustees may find it somewhat…
June 18, 2020
An Introduction to Bonds
Content provided by OTG Capital https://vimeo.com/430196240/69c8f40b5f Presented by: Ray Trevisan, Director and Fund Manager, OTG CapitalDuration: 18 Minutes Content provided by: Disclaimer: The views, comments and opinions aired during this presentation should not be construed or viewed as financial advice. Any commentary is General Advice only and does not take into account your objectives, financial…
June 15, 2020
The outlook for gold: The GFC vs COVID-19
Content provided by The Perth Mint Gold was a highly sought after asset class during the Global Financial Crisis (GFC), with the yellow metal outperforming as investors rushed toward this trusted safe haven. We’ve seen a similar market reaction in 2020, with the price of gold rising by 13% in the first five months of…
May 28, 2020
So, how’s your portfolio doing (and your blood pressure)?
Content provided by OTG Capital Written by Ray Trevisan, Director, OTG Capital Pty Limited Why bonds? I have previously written about bonds and I’m often asked why I focus on them. Why do I have a “thing” for this asset class rather than following the herd with shares and cash. I blame this fixation on…
May 25, 2020
Issue 11: Portfolio repair to your SMSF following market disruption
Hello once more and thank you for joining in during these challenging times and once again, I trust that you, your family, friends and colleagues are all well and are starting to feel more comfortable as some social restrictions begin to be lifted. As the overriding principle for restrictions to continue to be lifted is…
May 20, 2020
SMSF liquidity lessons learnt from the pandemic
Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Vice Chair of the SMSF Association Sometimes it is true that you don’t know what you’ve got. Till it’s gone Music aficionados will recognise that line from Joni Mitchell’s 1970s hit Big Yellow Taxi. There will be many lessons we learn from the COVID-19 pandemic and its…
May 7, 2020
Dividends, growth and capital – Your COVID-19 considerations
Written by Franco Morelli, Policy Manager, SMSF Association In August 2019, when the ATO wrote to nearly 18,000 SMSF trustees about portfolio diversification, many in the industry thought the regulator was overstepping the mark. Now the ATO looks like a prophet. As the SMSF Association conveyed at the time, the ATO was not trying to…