Is your SMSF trust deed up to date?

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The end of financial year is fast approaching and in light of the Fair and Sustainable Superannuation Changes it’s important for trustees to be assured their SMSF trust deed is... Read more continue reading

It’s time to play defence with real estate investments: Man GPM

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Investors should now be focused on defensive strategies within their property portfolios as the overall real estate market environment may be primed for correction, says Man Global Private Markets (Man... Read more continue reading

The $1.6m cap: Managing super balances for couples

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There is plenty of discussion about the new rules limiting tax-free superannuation caps. Omniwealth thought a real-life case study that was actioned in client’s SOA in April-May would be useful.... Read more continue reading

A style for all cycles

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Twenty or so years ago, portfolio diversification was a simpler concept. There were equities, bonds and property. Equity funds tended to fall into one of two camps – growth or... Read more continue reading

Are HNW investors ahead of the investment cycle?

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Over the last few weeks there has been an increased number of headlines in the major mastheads noting that many HNW investors believe current commercial property prices are “crazy” and... Read more continue reading

Court refuses will for dementia sufferer

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In the recent case of R v J [2017], the Western Australian Supreme Court rejected an application to make a will for a woman who no longer had capacity to... Read more continue reading

Market anomalies present opportunities for active investors: PM Capital

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Just like human anomalies can make all the difference in sporting teams, picking anomalies in equities and fixed income markets can help investors achieve winning performance, according to PM Capital.... Read more continue reading

There’s a lot long term investors can learn from insurers around strategy design: AXA IM

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There’s a great deal asset owners and managers can learn from insurance companies’ long-term approach to investing, especially when it comes to investment strategy design, according to AXA Investment Managers... Read more continue reading

Japan in motion: What does the future hold?

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We often read that Abenomics continues to divide people as to whether it is working, and if this policy platform advocated strongly by Prime Minister Abe since his election in... Read more continue reading

Benefit payments rise dramatically ahead of July 1 super changes

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SMSF trustees looking to take advantage of the current rules around non-concessional caps have significantly increased benefit payments, according to the latest SuperConcepts SMSF Investment  Patterns Survey. In the March... Read more continue reading