Investment managers are reducing their return expectations across a broad range of asset classes as cash rates globally reach or approach historic lows, according to a Zenith Investment Partners sector review. The “2016 Multi Asset Sector Review” revealed quantitative easing and other interventionist policies had had a marked impact on investment markets, making the task […]

A specialist Australian equities manager has advised investors to take into account four key elements to value stocks in light of price fluctuations and complex company assessments. The criteria recommended by Monash Investors to more accurately price shares are growth, insight, value and event – or, for short, GIVE. In regard to growth, the manager […]

A new index has revealed Australia is falling behind developing nations on returns to its economy and performance of built assets. The Arcadis “2016 Global Built Asset Performance Index”, developed in conjunction with the Centre for Economics and Business Research, examined the income generated by buildings and infrastructure – homes, schools, roads, airports, power plants, […]

SMSFs were the early adopters of peer-to-peer (P2P) lending and also the cohort lending the largest amount, according to the latest analysis from RateSetter.

BGL Corporate Solutions has announced its Simple Fund 360 offering is now the preferred choice of more than 2000 SMSF administrators.

Peer Estate, a unique peer-to-real-estate lender for property debt, believes it has a compelling proposition for SMSFs, with a high number already invested.

The new superannuation legislation passed last month has changed the requirements for when an actuarial certificate is needed to claim tax-exempt pension income when the assets of an SMSF are not segregated, leaving uncertainty over the importance of these documents in the future, according to a sector technical specialist.

The superannuation legislation outlining the new rules governing the retirement savings framework in Australia has already been shown to contain a number of faults, a specialist lawyer has observed.

Advisers and their SMSF clients need to be mindful of the differences between an individual’s total super balance (TSB) and their general transfer balance cap (TBC) before formulating relevant strategies such as those centred on contributions, according to a specialist lawyer.