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Issue 15: How did your SMSF portfolio survive reporting season?

September 2020 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 results…

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Issue 14: Property and Infrastructure – do they fit into my SMSF?

August 2020 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…

InvestingNews

SMSF liquidity lessons learnt from the pandemic

May 2020 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…

InvestingNews

Be aware of biases

April 2020 Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Vice Chair of the SMSF Association As the curve continues to flatten and as states around Australia begin to ease lockdown restrictions, many might be wondering what life will look like “on the other side” of the COVID-19 crisis. Restarting economies after they have…

News

Issue 10: Time to review, take stock and plan ahead

April 2020 Hello again and thank you for joining in once more. Again, I trust that you and family and your friends and colleagues are all well given the difficult circumstances in which we all find ourselves. In our last instalment, while it focused on rebalancing portfolios, we also touched on the need to remain…

InvestingNews

Risk and rebalance

April 2020 Written by Robin Bowerman, Head of Corporate Affairs at Vanguard/Vice Chair of the SMSF Association It’s often said that for a better chance at investment success, portfolio decisions should never be guided by specific moments. This is probably more evident than ever in this volatile market, where daily swings can reach surprising heights…