SPAA highlights borrowing risks for SMSFs

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The SMSF Professionals’ Association of Australia (SPAA) has today issued a fact sheet highlighting the risks to SMSF trustees of entering into a limited recourse borrowing arrangement.  SPAA Technical Director... Read more continue reading

SMSF trustees’ exposure to equities below expectations

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Self managed super fund (SMSF) trustees’ allocation to Australian equities did not keep pace with the strong performance of the share market in the September quarter, according to the latest... Read more continue reading

ETFs and ETPs had US$13.5 billion of net inflows in October 2012

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According to ETFGI US$13.5 billion of net new assets (NNA) flowed into global Exchange Traded Funds (ETFs) and Exchange Traded Products (ETPs) in October which is lower than the US$40... Read more continue reading

The optionality of cash

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In our industry, a fund manager caught holding large proportions of cash in his portfolio invariably invites a tough line of questioning regarding his fees: “How could you justify charging... Read more continue reading

Embracing the prospects of proximity

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The slowdown in growth in China has left many investors wondering whether Asia can continue to deliver.  But with the Federal Government’s White Paper calling for closer ties between Australia... Read more continue reading

Investment cycles and why they matter

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This edition of Oliver’s Insights looks at the importance of cycles to investors. The key points are as follows: Cyclical fluctuations in investment returns are particularly important for investors. Most... Read more continue reading

SMSFs offer mortgage brokers a good opportunity

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The exponential growth in the self managed super fund sector creates opportunities for mortgage brokers to develop specialist knowledge in a complex area, adding real value to their business and... Read more continue reading

Time running out to lodge tax

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Do your clients prepare their own tax return? If so, they only have a week until the 31 October lodgment deadline. “I urge anyone worried about not meeting the deadline to... Read more continue reading

Standard Risk Measure already throwing up anomalies

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The Standard Risk Measure adopted by superannuation funds to help investors assess investment risk may already be misleading them, according to van Eyk Head of Strategic Research Jonathan Ramsay.  Mr... Read more continue reading

SMSF investor intentions index

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The key findings of the September Self Managed Super Fund (SMSF) Investor Intentions Index Investment Trends Report were as follows: Concern levels among SMSF trustees retrace as the market shows... Read more continue reading