This article was initially planned with a working title of “What came from the Federal Budget?’ and while there may have been a collective ‘Phew, nothing unexpected’, for advisers and SMSF industry specialists the reason for the relief may have been different from that of investors and trustees. For investors and SMSF trustees, true, there…
March 22, 2022
Issue 31: The value of advice and a trusted adviser – Part 1
Next month following the Easter break, close to 1000 SMSF professionals will gather in Adelaide over two and a half days to attend the SMSF Association National Conference. Those attending will cover the spectrum of the SMSF and investment industry including those that are involved in providing investment and insurance advice, accounting support along with…
February 24, 2022
Issue 30: Share market volatility, what’s driving it and is now the time to adjust your SMSF’s investment strategy?
In last month’s article – ‘What will 2022 bring for your SMSF?’, we looked at what may be on the cards for this coming year. No predictions, just a number of observations at a high level. On our list was share market volatility and a range of potential drivers that could see it continue following…
January 27, 2022
Issue 29: What will 2022 bring for your SMSF?
Welcome to 2022! For some, the beginning of a new year is a time to start anew, to plan ahead or make resolutions for the new year. So here are some of the things that I have picked up on as I, like you no doubt, have been receiving a lot of ‘information’ in our…
December 20, 2021
Issue 28: Understanding investment product structures (Part 4): Fixed income and alternatives
Over the last three months we have taken a look at investment product structures and how a range of assets classes fit within these, starting at a high level in September with ‘Understanding investment product structures’, in October, which dealt with equities in Part 2, and last month we looked at property assets. This month…
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…
October 27, 2021
Issue 26: Understanding investment product structures (Part 2): Equities
In our September article on Understanding investment product structures, we finished up with a question around which type of structure may suit you if you were to invest in an asset class such as Australian equities. There is no one answer to this question, for any number of reasons; not in the least of which…
September 29, 2021
Issue 25: Understanding investment product structures (Part 1)
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 capital. Individuals…
August 31, 2021
Issue 24: Now is not the time for complacency with your investment portfolio
There is no question that investment returns this financial year have been extremely strong. In the early weeks of the new financial year, equity markets have set and reset records and of course there is plenty of commentary around why markets and certain sectors could continue to perform strongly as well as why there may…
July 26, 2021
Issue 23: Psychology of selling or knowing when to hold and when to fold?
In last month’s edition, we talked about buy, hold or sell concepts and in fact that buy and sell decisions may be the result of two investors having a different perspective on the same investment; as one sees it as a buy and the other a sell, as logic suggests that for every seller, there…