COVID-19 rent deferral IHA relief

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The ATO has issued draft SPR 2020/D2 which when registered will exempt SMSFs that allow a rent deferral to a related party tenant from the in-house assets (“IHA”) provisions in... Read more continue reading

Having a direct say over your ethical investments

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Ethical investment has been discussed in news articles, financial advice industry publications and, in my personal experience, discussions with clients about how to manage their wealth. The Responsible Investment Association... Read more continue reading

Now is not the time to ignore alternative investments

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The global outlook from a fundamental economic standpoint is clearly one of a high degree of risk.  Yet, the price for all forms of risk assets seems to continually defy... Read more continue reading

ETF Securities hits $3 billion in funds under management 

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With the Australian ETF industry touching an all-time high of $67.2 billion in funds under management (FUM) in recent weeks, ETF Securities has announced it has surpassed $3 billion in... Read more continue reading

The great influenza – the story of the greatest modern pandemic and its lessons for 2020 and beyond

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The world now faces another major pandemic. While the death toll in the current pandemic is still but a fraction of the greatest modern pandemic – the 1918 Spanish flu... Read more continue reading

Thinking about liquidity

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A slightly controversial chart Last month, we published a paper of the 10 most interesting charts right now. One chart, which suggested the Federal Reserve does not influence long-term stock... Read more continue reading

LGS achieves standout scores in 2020 UNPRI Assessment Report

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Local Government Super (LGS) has released its latest United Nations Principles for Responsible Investment (UNPRI) assessment report with 11 categories across its portfolio scoring in the A+ performance band (the... Read more continue reading

Opportunities in global real estate market strengthen after recent sell-off

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Despite a significant downdraft since the onset of the worldwide COVID-19 pandemic, global real estate securities represent good value with most companies better positioned now than in the Global Financial... Read more continue reading

Working through live-in aged carer issues

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With many baby-boomers dreading the prospect of going into an old-folks home, house-sharing may look like the answer. Doug is almost 80 but in quite reasonable health.  He can do... Read more continue reading

Halley’s Comet and Life Insurance economics 101

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Edmund Halley (1656 – 1742) was a remarkably talented man of science, who made important contributions to mathematics, physics, and of course, astronomy. A peer of Sir Isaac Newton (apple,... Read more continue reading