CPD: How to turbo charge your XPLAN (and get ahead of the pack)

From

If you’re not making the most of your XPLAN you’re not alone. It’s Australia’s most popular financial planning software for a reason – but that doesn’t mean we all know how to get optimum value from it. Richard Liverpool, Head of Sales & Marketing from Ignition Wealth, offers some tips on avoiding common mistakes and […]

CPD: Getting kids on the property ladder

From

It seems that each day new statistics are released that highlight the housing affordability crisis. While Sydney and Melbourne are leading the pack, most Australian capitals are moving beyond the reach of first home buyers. How can your clients help their children realise the great Australian dream of home ownership without having to sacrifice their […]

CPD: India Undergoing Modi-fications: Putting “Demonetisation” in Perspective

From

The economics team at Payden & Rygel, manager of GSFM’s Payden Global Income Opportunities Fund, examines the changes underway in India and explores the consequences of the ‘Modi-nisation’ of the world’s largest democracy. It is just like any other Tuesday evening in New Delhi, the capital of India. Thick with smog from firecrackers during the […]

CPD: Why (sustained) low interest rates are not always good for real estate

From

Bricks and mortar are not bonds… Whenever pundits predict medium term increases in official cash rates, there is the inevitable ‘get out of bond proxies’ hype. Empirical evidence does not support the idea that real estate underperforms during rate increases, and in this paper we are taking a more theoretical approach to the discussion (albeit […]

CPD: Australian housing – Still waiting for the decline

From

Over the past five years, multiple forecasters have called the decline of Australian housing only to see prices continue moving from strength to strength. Indeed, some global investors are watching for a downturn as this could foreshadow a decline in other developed markets. In this article, we identify the fundamentals that have supported Australian housing […]

CPD: Developments in Australian equities and the expansion of the LIC sector

From

In the first of a two-part series on LICs, Ross Barker, Managing Director of Australian Foundation Investment Company (AFIC), will look at trends – past, present and future – in Australian equities and the LIC sector. The first in the series will review developments in Australian equities and the expansion of LICs, and second part […]

CPD: Evolution or extinction? How three layers of defence in portfolios can help smooth an investment journey

From

Ten years ago, Australian share investors had enjoyed their fourth consecutive financial year of returns of 20% or more. With investment returns in all asset classes rising, many thought it was more important to focus on capturing high returns with low volatility, rather than to diversify between asset classes. It was a time where choosing […]

CPD: Artificial Intelligence is a Mega Trend, but who are the beneficiaries?

From

“It’s true that we have the largest retail platform globally, but it doesn’t necessarily mean that we are a retail company. Alibaba is a data company.” Jack Ma, Chairman and Founder, Alibaba. Data fuels Artificial Intelligence (AI), a thematic that Nick Griffin, CIO of Munro Partners and manager of GSFM’s Munro Global Growth Fund, believes […]

CPD: Licensing just the tip of the iceberg for true SMSF compliance

From

The latest moves from ASIC indicate that it has drawn the line on SMSF compliance – and it’s a hard one. The message is clear: get your SMSF house in order now, or else. The question is, how? According to Richard Liverpool, Head of Sales & Marketing from Ignition Wealth, the answer may be simpler […]

CPD: The future of options strategies

From

Although the Australian options market as we know it commenced operations in February 1976, options of some form have been around for many hundreds of years. However, new margining requirements will potentially impact the future of options trading in Australia. In this article, OpenMarkets examines options trading – past, present and future. The Australian Options […]