Co-ops: the new ESG investment vehicle for SMSF portfolios

October 2021 Content provided by ITP Development  Environmental, Social and Governance (ESG) has become increasingly prominent in investment portfolios as awareness and action around climate change accelerates. This article outlines some aspects of ESG and how investors can directly support local projects through member-owned co-operatives. Responsible investing through ESG is an opportunity to extend an…

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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…

SMSF Property Valuations

October 2021 Written by Daniel Shaw, DFK Benjamin King Money, SMSF Specialist Advisor (SSA™) The ATO has provided updated guidance on the types of evidence a trustee can use when valuing its property holdings in an SMSF. Prior to 1 July 2012, you, as an SMSF trustee, could provide a valuation for SMSF assets every…

Case study: How the increase in SMSF members can aid business owners

October 2021 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…

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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…

Thinktank’s evolution in residential lending and inaugural RMBS transaction

September 2021 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…

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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…

Industrial property – the silver lining in the retail cloud

August 2021 Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank Those thinking that life for the retail sector will return to normal after COVID need to think again. E-commerce has a 26-year track record – Amazon sold its first book online in 1995 – and globally the online retail market is…

Forager’s 2021 Investor Roadshow available for replay

August 2021 Content provided by Forager Funds   The 2021 Forager Investor Roadshow enables investors to gain an overview of the past year. It was a great opportunity for the Forager team to provide investors with an overview of the past year, an outlook for next year and answer questions during a live Q&A. With…