Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank For a self-managed superannuation fund (SMSF) debt instrument that has, in most instances, delivered in spades for its various borrowers and lenders, Limited Recourse Borrowing Arrangements (LRBAs) have never been far from controversy since their inception in 2007. Whether it be an SME…
December 13, 2021
SMSFs & Property series (Part 4): SMSFs owning property through an unrelated unit trust
SMSF & Property Series: Part 4 Written by Mary Simmons, Technical Manager, SMSF Association In our previous articles in this series, we outlined the more traditional ways an SMSF can invest in property. This has typically involved an SMSF buying the underlying real property, or a portion of it, and receiving rent from the tenants…
December 9, 2021
Diversification with regular income (webinar)
Content provided by Zagga In this short webinar, Zagga CEO & Co-Founder, Alan Greenstein, provides a brief introduction to commercial real estate debt (CRED) and explains how this subset of the broader Private Debt asset class is experiencing strong growth globally. Given the low-return environment we have experienced of late, sophisticated investors are looking to options…
November 26, 2021
Issue 27: Understanding investment product structures (Part 3): Property
In our September article on Understanding investment product structures, we started talking about investment product structures at a high level and last month we talked about which type of structure may suit you if you were to invest in an asset class, such as Australian equities, in our article creatively titled ‘Understanding investment product structures…
November 23, 2021
Office space still has an investment role to play post COVID
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank When the COVID-19 pandemic struck in early 2020, one of the most obvious impacts on day-to-day life was the exodus of office workers from CBD offices. These hustling, bustling centres of commercial activity became pale imitations of their former selves, prompting the inevitable…
November 15, 2021
Spotlight Series: The differences between income and high yield trusts, and the importance of understanding different asset classes
Join Thinktank Business Development Manager – Investments, Lauren Ryan in this Spotlight interview to discover more about Thinktank’s services as a bespoke commercial and residential, non-bank lender. Plus, learn about different mortgage trust options (income and high yield trusts), and how these options may provide an opportunity for SMSF investors to create an alternate income…
November 10, 2021
Immigration: The key to growth?
Content provided by Msquared Capital Written by Paul Miron, Managing Director, Msquared Capital Australia has been blessed over its economic history, weaving and dodging through major financial crises relatively unscathed. It entered the COVID-19 pandemic, which has caused the most severe global economic shock since the Great Depression, from a position of extreme strength: the…
November 9, 2021
SMSFs & Property series (Part 3): SMSFs and co-owning property with related parties – What you need to know
SMSF & Property Series: Part 3 Written by Mary Simmons, Technical Manager, SMSF Association In Part 1 of our property series, we explored the issues associated with SMSF trustees purchasing real property outright where sufficient wealth has been accumulated in the fund. However, with reduced contribution caps and members’ total superannuation balances limiting the future…
October 28, 2021
SMSFs and COVID-19 relief available in 2021-2022
Ordinarily, managing an SMSF to ensure it doesn’t breach any of the rules is complex. Add the uncertainty created by a global pandemic and it’s never been more important to understand what relief, if any, your fund may qualify for in 2021-22 and what evidence your auditor will need to see to ensure that no…
October 26, 2021
Co-ops: the new ESG investment vehicle for SMSF portfolios
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 investment beyond…