Smaller IPOs deliver best returns in 2016: OnMarket report

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Smaller initial public offerings (IPOs) easily outperformed larger IPOs on the Australian Securities Exchange (ASX) in 2016, while company floats as a sector delivered much better returns than the broader... Read more continue reading

PIMCO’s Asset Allocation Outlook 2017: Tails and Transitions

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PIMCO has released Tails and Transitions, a paper that looks at PIMCO’s outlook and investment views for asset classes around the world. Key Points: Looking forward to 2017, we expect a highly... Read more continue reading

Institutional investors put cash to work in 2017 – BlackRock study

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Large institutional investors are set to put cash to work in 2017, a BlackRock survey has found. One in four (25%) institutions surveyed intend to decrease their cash allocations during... Read more continue reading

When Size Matters: $200,000 threshold key to SMSF performance

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Large SMSFs perform better than small SMSFs because they are more diversified, operate more effectively and have longer experience in the sector, according to new joint research from SuperConcepts and... Read more continue reading

What does Trump’s first week say about the unorthodox future ahead?

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Due to the lack of a filibuster-proof Senate majority, Trump was never likely able to get much passed through Congress except for revenue-neutral budget bills, but he will clearly continue... Read more continue reading

Using investment bonds to increase age pension and manage the intergenerational transfer of wealth

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Utilising investment bonds to manage intergenerational transfer of wealth post 1 January 2017 may have the by-product of increasing Age Pension entitlements – Case Study Bob (78) and Margaret (68).... Read more continue reading

Parametric cautions super funds: Franking is no free lunch, but super funds “can express their exact dietary requirements”

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Superannuation funds looking to deliberately tilt their Australian equity portfolios to maximise the benefits of franking credits need to address the significant risks inherent in such an investment approach, says... Read more continue reading

REST launches super industry-first to service member enquiries 24/7

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REST Industry Super has become Australia’s first superannuation fund to service its 1.9 million members’ enquiries online 24/7 with the launch of ‘Roger’ – REST’s online virtual customer service specialist.... Read more continue reading

An All Black performance… just not in rugby!

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The New Zealand ‘All Blacks’ rugby team have a long and deserved history of excellence as one of the world’s truly elite sporting franchises. Over the past decade, the New... Read more continue reading

Rural property – the next investment frontier?

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Property has long formed the backbone of many investment portfolios; it’s an asset class that’s tangible, one that is familiar. Many investors have done particularly well with exposure to residential... Read more continue reading