Four workshops on the agenda for 2020 National Conference

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Delegates attending the SMSF Association National Conference on the Gold Coast from 19-21 February will have a choice of four workshops to attend over the two-and-half day event. The workshops have proved very popular with delegates at past conferences, and this year the issues of death benefit planning, ageing clients, the sole purpose test and […]

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Super funds face a high bar in 2020

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Super members have every reason to be optimistic about 2020, but when it comes to a repeat of 2019’s double-digit returns, it would be wise to temper expectations. According to estimates from leading research house SuperRatings, 2019 was the best year for superannuation funds since 2013, with the median balanced option returning 13.8%. Despite a […]

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Crestone Wealth Management begins 2020 with bolstered adviser numbers and clear quality focus on behalf of clients

Crestone Wealth Management (Crestone) has begun the new decade with a strengthened adviser team, reaffirming its commitment to high-quality professional advice in the high net worth and ultra-high net worth client segments. Crestone is pleased to confirm eight new appointments completed in the latter part of 2019, bringing the total adviser base in the firm […]

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Investors rush back to equities in Q4 as ETF market breaks records in 2019

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The Australian ETF market surpassed AUD $61b in assets under management (AUM) with record inflows for 2019 reaching over $13.7b according to the latest figures released by the Australian Stock Exchange (ASX) and Vanguard. ETF industry inflows for 2019 far outpaced the $8.0b and $6.4b received in 2017 and 2018 respectively, with ETF assets growing at a compound annual growth rate of over […]

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Morningstar upgrades Nikko AM Australian Bond Fund to Bronze

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Nikko Asset Management Australia (Nikko AM) has announced that it has received a Bronze Morningstar Analyst Rating™ for its Nikko AM Australian Bond Fund on 7 January 2020, upgraded from ‘Neutral’. The new rating recognises the investment capability and track record of portfolio managers, Darren Langer, Chris Rands, and team. The Nikko AM Australian Bond […]

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Bumper 2019 precipitates more benign year ahead

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The unexpected equity market returns of last year are unlikely to continue over the coming 12 months and, against the backdrop of protracted geopolitical concerns, a more benign, muted environment should be expected, according to GSFM and its fund manager partners, Munro Partners and Tribeca Investment Partners. GSFM adviser, Stephen Miller, says the extent of the strong […]

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Successful growth strategy and growing pipeline prompts Centuria Heathley new hire

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Centuria Heathley, the specialist healthcare property funds manager and a subsidiary of Centuria Capital Group (Centuria), has announced a new addition to its asset management team. A growing healthcare portfolio and a number of upcoming acquisitions has prompted Centuria Heathley to bolster its team. Rod Owen-Jones has joined Centuria Heathley as Portfolio Manager across its […]

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National vacancy rates increase marginally in December

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New data released by SQM Research yesterday has revealed the national residential rental vacancy rate increased marginally in December 2019 to 2.5% from 2.2% recorded in November, with the total number of vacancies Australia-wide now at 84,591 vacant residential properties.  The December 2018 vacancy rate was also 2.5%. All states recorded marginal increases in vacancy […]

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Record sharemarket lifts consumer spirits

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Consumer sentiment Consumer confidence: The weekly ANZ-Roy Morgan consumer confidence rating rose by 1.1 points (1 per cent) to 107.3 – the first lift since early December. Sentiment remains below both the average of 114.2 points held since 2014 and the longer term average of 113.1 points since 1990. The consumer confidence figures have implications […]

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AMP Capital Global Infrastructure Fund II closes at US$3.4 billion

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AMP Capital announces the close of Global Infrastructure Fund II (GIF II) at US$3.4bn. The fund reached final close on 27 December 2019, exceeding its US$3bn target and drawing additional significant co-investment commitments. GIF II attracted global interest, with commitments from more than 60 institutional clients from across the globe, including Japan, Singapore and Australia; […]

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