Selling member’s business real estate into SMSF

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Townsend Lawyers’ Jeff Song explains that this strategy, though perhaps not quite as attractive, is still viable. From 1 July 2018 new law provides that in certain circumstances the outstanding amount of a limited recourse borrowing arrangement (LRBA) will count towards the relevant member’s total superannuation balance (TSB). How will these new provisions affect the […]

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CPD: Quantitative investment delivers positive investor outcomes

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The essence of a quantitative investment approach is straight-forward: it is the utilisation of rational economic and fundamental investment insights in a disciplined and consistent fashion. In this article from GSFM’s investment partner Redpoint Investment Management, CEO Max Cappetta examines the merits of a quantitative investment approach and discusses the benefits of such an approach […]

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Australians not yet prepared for largest intergenerational wealth transfer in history

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New research from Perpetual reveals over half of Australians (56%) do not currently have a will in place and more than half of parents (53%) have not discussed their will and legacy with their children, despite the nation gearing up to face the largest intergenerational wealth transfer in history. Perpetual recently surveyed 3,000 Australians to find […]

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Super funds that invest responsibly outperform peers – new RIAA study

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Australian super funds that comprehensively engage in responsible investment are outperforming their peers over one, three and five-year time frames, a new report from the Responsible Investment Association Australasia (RIAA) has found. The report also shows that in the face of rising public concern and increasing financial materiality of climate change, the consideration of climate risk […]

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Beware estate planning issues with aged care

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As our population gets older (and lives longer), the likelihood that an elderly parent will need to go into a nursing home is increasing. Usually this requires having to make a payment to the nursing home for the privilege of being accommodated there – either by way of a Refundable Accommodation Deposit (“RAD”) or for […]

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Tis the season to reconsider holiday home liabilities

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The fast-approaching Christmas holiday season is a good time for property investors to reassess their capital gains tax (CGT) obligations and associated cost base – and in particular, whether a holiday house is a wise investment at all, according to HLB Mann Judd Sydney tax partner, Peter Bembrick. “While holiday homes are very popular at […]

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Value investing can benefit from low interest rate environment

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The last 20 years have seen global fund managers who favour growth style investing outperform their value counterparts. A key driver of this outperformance has been the falling interest rate environment as growth stocks are more sensitive to interest rate movements. This has seen them benefit more from the recent decline in global interest rates. […]

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CPD: Cold War 2.0 and its implications for global markets

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Bill Priest, CEO, co-CIO and portfolio manager of Epoch Investment Partners (Epoch) recently visited Australia to share Epoch’s world view with financial advisers and in particular, the potential impact of Cold War 2.0 on investment markets. In this article, GSFM shares Bill’s insights, gleaned from an investment career spanning more than 45 years, and discusses […]

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Investing in international ETFs set to rise

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The Australian ETF market is expanding to accommodate growing investor demand for international exposure, with a focus on fast-growing Asian economies. Launching the latest ETF Landscape report which provides a quarterly update on the ETF market, Kris Walesby, Chief Executive Officer of ETF Securities Australia notes: “Investors are diversifying their portfolios by using ETFs to gain exposure […]

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Perpetual Corporate Trust extends Perpetual Business Intelligence Platform with new digital securitisation and treasury solutions

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Perpetual Corporate Trust (PCT) recently launched two new capabilities under its Perpetual Business Intelligence (Perpetual BI) digital platform – Securitisation Intelligence and Treasury Intelligence. This is in addition to the previously released Market and Credit Intelligence solutions delivered via Software-asa-Service (SaaS). The new digital solutions are aimed at supporting our clients and industry to automate […]

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