‘Peak everything’ but equities momentarily safe

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Many of the favoured reflation trades have come under pressure in recent months, with the possibility of a period of peak growth, policy and liquidity combining to create the perfect... Read more continue reading

SMSF: When a member has a terminal medical condition

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When an SMSF member is diagnosed with a terminal medical condition, it is not only devastating news to them but also to those close to them. With perhaps little time... Read more continue reading

Where does a company ‘reside’ for tax purposes?

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Australia levies tax on its residents. But how can a company ‘reside’ anywhere for tax purposes? And can a company ‘reside’ in Australia if its directors and or shareholders are... Read more continue reading

A new financial year… and the beat goes on

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Fresh from delivering a staggering 18% return for the 2020/21 financial year, super funds got off to a bright start to the new financial year with the median growth fund... Read more continue reading

Evergreen unveils benchmark for Responsible Investment

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Leading independent investment consulting firm, Evergreen Consultants has revealed its ground breaking new Responsible Investment (RI) index, based on a unique grading system that focuses on an investment manager’s intent and actions,... Read more continue reading

Best interest now best financial interests

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Previously, trustees of self managed superannuation funds were required to perform their duties and exercise their powers in the best interests of the beneficiaries of the fund. This requirement was... Read more continue reading

Bumpy road ahead for bonds

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Bond markets have performed well recently as concerns over near term growth have increased. But we believe we are entering a consolidation phase, waiting for central banks to signal the... Read more continue reading

From junky to juicy – The case for high-yield bonds

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This article by the economics team at fixed income specialists Payden & Rygel – one of GSFM’s investment partners – takes a deep dive into high yield bonds and examines... Read more continue reading

Changing your mind about your enduring power of attorney

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Has the relationship with your attorney tarnished? An Enduring Power of Attorney (POA) is a significant legal document necessary for empowering an ‘attorney’ to make decisions on your behalf. These... Read more continue reading

Rethink needed as ESG investing reaches tipping point

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Asset managers need to demonstrate that ESG products offer a compelling and measurable investment case if the sector is to expand and reach maturity, according to Nomura Research Institute (NRI).... Read more continue reading