News : Investments

Accounting, Financial Planning, Investments

Family SMSF advice now an elite specialist field

Family SMSF structures, which can be bloodline, blended or multigenerational, have become an elite specialisation and require an additional level of understanding from advisers, according to a sector expert.

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Financial Planning, Investments, Strategy

Global funds added to platforms

Specialist global equities fund manager Cooper Investors has increased its access to the retail market following the addition of its two long-only global funds to two more platforms.

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Investments, Strategy

No substitute for bonds

Let’s face it: cash is still king with Australian investors. This was once again confirmed in the recent Vanguard/Investment Trends SMSF study showing cash makes up nearly one-quarter of investor portfolios.

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Investments

SMSFs look for yield in mortgage loans

Specialist commercial property lender Thinktank is seeing a nascent market among SMSF trustees for mortgage loans through its two investment trusts.

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Investments, Markets

New era dawns for Chinese equities

As China rises as a global economic power, its capital markets are also evolving at a great pace. The combined Chinese equities market, represented by the Shanghai, Shenzhen and Hong Kong stock exchanges, has become the second largest market in the world behind the New York Stock Exchange, totalling more than $12 trillion in market capitalisation as at the end of 2017.

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Investments, Regulation

Managers must deliberate franking ban

Asset managers that offer investments with excess franking credit refunds will need to rethink their offerings and prepare for likely client departures should Labor’s proposed franking ban transpire.

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Investments, Strategy

Bad news veiling agriculture opportunities

Many SMSF investors are unaware of the benefits of diversifying into the agriculture sector due to misconceptions driven by negative farming stories.

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ETFs, Investments

SMSFs only gaining access to small pool of ETFs

SMSF investors can only get their hands on about 10 per cent of the exchange-traded funds (ETF) available globally, with large gaps in sector and thematic exposures, according to ETF Securities.

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Infrastructure, Investments

Infrastructure opportunities in megatrends

A number of global trends are driving significant new infrastructure investment opportunities for investors, comprising both familiar and new themes, according to AMP Capital.

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Investments, Strategy

Trustees acting on imputation ban

Some SMSFs have assumed the Labor Party’s policy on banning excess imputation credit funds is already legislation, highlighting the need for advisers to ensure their clients understand the latest announcements affecting super.

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