Six Park partners with Heffron to launch transparent, low-cost SMSF solution

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Automated investment provider Six Park has announced it has partnered with leading independent self-managed super fund (SMSF) administration provider Heffron to offer a transparent, low-cost, digitally driven, end-to-end SMSF service. The partnership allows SMSF trustees to establish an SMSF and take advantage of robo-advice for their fund, with Heffron managing the compliance and Six Park […]

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The next two months may be last golden opportunity for LRBA

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The Government is proposing the introduction of new measures that will impact all Limited Recourse Borrowing Arrangements (LRBA), entered into or after 1 July 2018.  These measures, if enacted, will include a member’s share of any outstanding LRBA debt in the calculation of their total superannuation balance, which may have a flow-on effect on that […]

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Funding an Aged Care Refundable Accommodation Deposit (RAD) with a reverse mortgage

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A Refundable Accommodation Deposit (RAD) payable on entry in aged care is often a large amount of money to find in a hurry and many people think selling the family home is the only option open to them. Selling off the much-loved home can be a distressing outcome for most people. However, in many cases […]

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More options to contribute to your superannuation

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Over the last 10 years, the ability of Australians to contribute more to superannuation has reduced. Superannuation is a great system which has led to Australia having the fourth largest pool of retirement savings in the world. This year there is a new strategy up your sleeve to help you contribute a little extra to […]

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Vacancy rates dip in March

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Data released by SQM Research this week has revealed the national residential vacancy rate slipped to 2.1% in March 2018, with the number of vacancies Australia-wide falling to 68,964, down from 2.2% in February when 69,727 properties were available. Capital city asking rents have been pressured in Melbourne where the vacancy rate is just 1.4%. […]

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SMSFs as ‘wholesale clients’ or ‘sophisticated investors

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It can be beneficial sometimes for an SMSF to be considered a ‘wholesale client’ or a ‘sophisticated investor’ in order to get access to investments that might not be open to ‘retail clients’. This may be because the promoter doesn’t want to go to all the expense and trouble of fully complying with the securities […]

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Need for aged care & disability advice solutions has never been greater – demand set to increase

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4.2 million Australians are disabled and of these, 1.4 million are severely disabled and all require guidance to navigate often overwhelming and confusing scenarios and solutions. They are often housed in Aged & Residential Care facilities, and knowledge about creating optimal solutions for them is a vital part of the model. This situation is about to […]

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SQM Research releases its 2018 Australian Mortgage Trusts Sector Review

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As part of its annual domestic mortgage trust sector review, SQM Research has released a sector report covering the 12 most recognised Australian Mortgage Trusts. Managing Director of SQM Research, Louis Christopher said, “Australia’s mortgage trust sector has experienced rapid growth over the past 12 months. From our observations, funds under management has nearly doubled. […]

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Vanguard launches active factor ETFs

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Vanguard has announced two new active factor Exchange Traded Funds (ETFs) will begin trading on the Australian Stock Exchange – its first actively managed ETFs for Australian investors. The new active ETFs – Global Value Equity (ASX: VVLU) and Global Minimum Volatility (ASX: VMIN) – offer practical and low cost investment options for investors seeking […]

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Regulatory change and global volatility keeping SMSF investor money on the sidelines

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Self-managed superannuation fund (SMSF) trustees have growing concerns on the impact of regulation and ongoing global volatility on their retirement plans with a growing number increasing cash reserves, according to AMP Capital. Findings from annual research undertaken by AMP Capital show that more than two-thirds (65 per cent) of SMSF trustees are keeping cash in […]

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