NewsProperty

Spotlight Series: The rise of alternative lending and recent changes in investor behaviour

October 2021 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…

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Who is the expert steering your SMSF?

October 2021 Opinion piece written by John Maroney, CEO, SMSF Association First published in The Financial Review on 5 October 2021. Licensed by Copyright Agency.   If you’re not across non-arm’s length expenditure rules or whether a six-member fund would suit you, it’s probably time you got specialist advice. While the Productivity Commission’s major report into super…

NewsProperty

Spotlight Series: Discover the new Australian megatrend and 3 important things investors should do

October 2021 We recently sat down with Paul Miron, Managing Director from Msquared Capital, who shared his insights on the growing megatrend in the Australian market, particularly with increased interest in non-bank lending, and how the global pandemic has solidified the need for investors to diversify their portfolios. Paul also explained how alternative asset classes…

InvestingNews

Issue 25: Understanding investment product structures

September 2021 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…

Fixed Interest and BondsInvestingNews

Spotlight Series: Understand how the fixed income space can work for your fund

September 2021 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…

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Self-managed super attracts new members seeking tax benefits

September 2021 First published in The Advertiser on Monday 13 September 2021. Licensed by Copyright Agency. The use of self-managed superannuation for property investment and family savings is tipped to rise. But is it right for you? Nobody wants to pay a $150,000-plus tax bill if they can avoid it. But this is becoming increasingly common…

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When mate’s rates will backfire on your SMSF

September 2021 Opinion piece written by Peter Burgess, Deputy CEO / Director of Policy & Education, SMSF Association First published in The Financial Review on 8 September 2021. Licensed by Copyright Agency.   Recent ATO changes mean big tax penalties when you provide services to your DIY fund but don’t charge in full. For self-managed super fund…

InvestingNewsProperty

SMSFs & Property series (Part 1): SMSF investing in property direct

September 2021 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…