News : Investments

Business News, Financial Planning, Investments

US inflation hike to impact on SMSF portfolios

Increased threats of inflation in the United States will impact equity and bond markets, and poses challenges for the outlook for both equity and bond beta, according to a fund manager.

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ETFs, Investments

Antipodes close to active ETF launch

Global equities manager Antipodes Partners has revealed it will launch its actively managed exchange-traded fund (ETF) in September.

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Investments, Retirement, Strategy

Dividend income tips for the new financial year

Pension-phase investors represent one fifth of Australia’s $2.5 trillion superannuation pool and many seek a regular investment income to supplement the government pension. Generating income is one of their top priorities and for their advisers too.

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Business News, Investments

Global investors warned of current risks

The market’s willingness to pay for growth, profitability and momentum is approaching the heady days of the late 1990s tech bubble and extreme policy settings in developed markets have led to severe investor heading, signalling significant risks for global investors, a specialist fund manager has warned.

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Business News, Investments, Strategy

Retirement alliance extends franking ban efforts

The Alliance for a Fairer Retirement System, comprised of several industry associations, is working with the Council of Small Business Organisations Australia (COSBOA) to highlight concerns about proposed Labor policy to disallow refunds of excess franking credits.

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Administration, Business News, Investments

BT Panorama capturing new SMSFs

BT Financial Group (BTFG) has revealed its Panorama platform has had success in attracting newly established SMSFs versus already established funds, while announcing a material drop in its pricing today.

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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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