Why does real estate outperform equities?

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Property outperforms equities over the long term Earlier this year, we spoke at the Bennelong Investment Forum. Our presentation included a number of charts, but for many, this one stood... Read more continue reading

Marriage equality: Remember to get expert advice on estate planning when tying the knot, says Equity Trustees

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With the survey result on marriage equality in (62% voted yes), and the prospect of wedding celebrations for same sex couples on the horizon, one of Australia’s largest independent executors... Read more continue reading

Growing consumer demand for ethical investing: 4 in 5 Australians prepared to switch funds

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9 in 10 Australians expect their superannuation or other investments to be invested responsibly and ethically, new research commissioned by the Responsible Investment Association Australasia (RIAA) has revealed. In an... Read more continue reading

Australian super funds bring derivatives into the mainstream

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Australian super funds are embracing derivatives to perform a wide range of investment functions, according to a new survey by risk management and retirement specialist firm, Milliman. The survey revealed... Read more continue reading

Can a financial manager be involved in client’s SMSF?

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We recently had to consider a scenario where a Financial Manager considered establishing an SMSF on behalf of a heavily disabled client (“Individual”) and act as the sole director of... Read more continue reading

Socially responsible investment

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First there were ethical funds, then came the broader ‘socially responsible’ investments. Today, the socially aware approach to investment is complemented by impact investing, another investment approach that offers diversification... Read more continue reading

Research houses: does product expertise add up to advice know-how?

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Research houses add value, but when it comes to offering advice their impact isn’t always equal. Innova’s Dan Miles looks at the evidence. There are few guarantees when it comes... Read more continue reading

Shorts, long stocks and scandals

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As unfashionable as it might be in some quarters, short selling has become entrenched as a legitimate trading strategy in Australia. Investors should take note. Short selling in a stock... Read more continue reading

Digital footprints on death – why they matter

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Social media accounts live on after their creators die, and their existence can create uncertainty for estate executors as well as distress for family members, says Anna Hacker, national manager,... Read more continue reading

Can an SMSF invest in bitcoins?

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Following on from last month’s article on whether bitcoin was property, we now turn to whether a self-managed super fund can invest in bitcoin. Since their creation in 2009, there has been... Read more continue reading