News : Investments

Dividend income tips for the new financial year

July 26, 2018

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

July 25, 2018

Krystine Lumanta

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

July 25, 2018

Krystine Lumanta

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.

BT Panorama capturing new SMSFs

July 23, 2018

Krystine Lumanta

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.

Family SMSF advice now an elite specialist field

July 19, 2018

Malavika Santhebennur

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.

Global funds added to platforms

July 19, 2018

Krystine Lumanta

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

July 18, 2018

Jeffrey Johnson

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

July 17, 2018

Malavika Santhebennur

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

July 17, 2018

Ben Smoker

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

July 16, 2018

Krystine Lumanta

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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