Breaking up is hard to do: saying goodbye to an SMSF
SMSFs pose many benefits, but there may come a time when the costs outweigh the benefits. Max Newnham writes of some of the pitfalls in winding up an SMSF, and how to avoid them.
September 01, 2016
‘New normal’ just a fad that could hurt retirees’ plans
'Lower interest rates for longer' is not normal at all, and if advisers do not respond accordingly they will place their clients’ retirement plans at risk. Roger Montgomery explains.
September 01, 2016
Rice Warner: Investor preferences – by age and wealth
Personal investment decisions depend on an individual’s age, wealth and other personal circumstances, as shown by Rice Warner’s recently-published Personal Investments Market Projections 2015 report. The report analyses the $2.2 trillion in investments held outside superannuation and the family home. Australians have always had a propensity for investing in property and it is no surprise
August 31, 2016
Government forges ahead with legislating LIF, despite dissent
The LICG succeeds in getting an extraordinary general meeting of the AFA, but the pro-LIF-ers have the government’s backing as it moves towards legislation. Ben Power reports.
August 31, 2016
Can active management work – for everybody?
Reflecting on lacklustre investment performance over the past several decades, a leading researcher is asking fund managers to re-evaluate their value proposition. Simon Hoyle reports.
August 31, 2016
Gen Y and home ownership – keeping the dream alive
Jake Dinow writes that 20-something tax payers shouldn’t have to fund propertied, rich retirees’ age pensions when his generation are struggling to get a foot in the property ownership door.
August 31, 2016
Industry stalwarts reveal how advisers can beat looming regulatory changes
Listed managed discretionary account operator, Managed Accounts Holdings Limited (MGP) has cautioned advisory firms operating a Limited MDA arrangement to brace for imminent regulatory changes in the group’s 2016 Annual Report, as it prepares to launch a direct, non-custody solution to help advisers meet tougher conditions expected to be announced by the Australian Securities and
August 30, 2016
Most profitable IPOs could be barred by proposed ASX rules
When it comes to investing, many of us think that bigger is better. But when it comes to Initial Public Offerings (IPOs), the reverse may be true. Recent research by OnMarket BookBuilds reveals that of more than 1,000 IPOs that have gone through the Australian Securities Exchange (ASX) since 2005, the returns from smaller IPOs
August 30, 2016
Adviser demand propels XTB model portfolio expansion
The launch this month of two additional XTB (Exchange Traded Bond unit) model portfolios is set to provide financial advisers and their clients with further opportunities to incorporate exposure to individual corporate bonds. The new model portfolios are available exclusively to advisers and were developed in response to growing adviser demand for multiple portfolios that
August 30, 2016
Cbus builds in-house investment capability for the future
Cbus super is moving to rapidly expand its in-house investment capability, targeting an increase in its investment teams from 34 to 59 people over this financial year with roles available in both Sydney and Melbourne. The Cbus Board recently approved the new investment strategy which addresses the future challenges of investing a growing pool of
August 29, 2016
FIIG Adds Conservative Income Strategy Option To Managed Bond Service
Leading fixed income specialist FIIG Securities has launched a Conservative Income Strategy option to its highly successful Managed Income Portfolio Service (MIPS) program, providing investors with simplified access to professional management of investment grade senior and subordinated bonds. The addition of the conservative option expands the MIPS suite of investment programs to four and gives investors
August 29, 2016
Australian first principal and interest loan designed for managed investments
In an Australian first, NAB is announcing the official roll-out of NAB Equity Builder, a principal and interest (P&I) lending facility, which allows approved investors to use one or more P&I loans to acquire managed investments without the uncertainty of margin calls. The NAB Equity Builder took home a 2016 Canstar Award for Innovation Excellence
August 29, 2016
