How do you move beyond “vanilla” investments in an SMSF?

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As SMSF trustees and advisers become more familiar with the flexibility of the SMSF structure, attention is being focused on just what different types of assets can be used within an SMSF. While most people are familiar with the normal asset classes and vehicles that are used, moving beyond these familiar borders can lead to […]

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Reserve Bank takes a punt

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Reserve Bank Board meeting For the first time in six months the Reserve Bank has elected to increase official interest rates, lifting the cash rate by 25 basis points to 4.75 per cent. While inflation is in the middle of the 2-3 per cent target band and economic indicators are decidedly mixed, the Reserve Bank […]

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QE2 not fazing investors

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“Print, baby, print” echoes the chorus of economists, investors and currency speculators worldwide. The strong possibility the US will create more money out of thin air has led to a significant depreciation of the US dollar and an appreciation of asset prices, including equities and bonds. Investors do not seem to be concerned by the […]

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Global Property Securities Update

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Overview Strong returns by listed property companies during the month were mainly driven by positive momentum in most global equity markets. The prospect of further quantitative easing in the US would be beneficial to property companies. Asset valuations would improve because the lower risk-free rate tends to cause capitalisation rates to have adownward bias. We […]

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The Multiport SMSF Investment Patterns Survey

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Better performing markets see Trustees taking profits To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSFs investments to look at the up to date asset allocation and investment trends which have or may be emerging. The survey covers around 1,300 SMSFs that we administer and the […]

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SMSF Use of Sector ETFs Likely to Follow the Success of Broader Passive Investments

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For the first time in Australia, investors can take a view on a particular market sector such as Resources, Financials or Energy. With a sector ETF, investors can simply buy the sector, rather than the individual stocks, and gain an appropriately weighted interest in all the securities within that particular index.  ‘By investing in a […]

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Bubble trouble – the next global asset bubble

Key points Asset bubbles are a fact of life and flow from human nature which has a strong tendency to jump on to popular fads. There is a long history of new bubbles forming from the ashes of the last burst bubble – and this time around is unlikely to be any different. Easy global […]

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AMP Capital exits joint venture with Meridien Retirement Living

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AMP Capital Investors today announced it has exited its joint venture with Meridien Retirement Living. The joint venture AMP Capital Meridien, established in 2007, comprised 25 retirement villages in Australia. AMP Capital has undertaken a strategic review of its retirement assets over the last 18 months. Following a difference in strategic direction, both parties agreed […]

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The return outlook for unlisted commercial property

Key points Unlisted commercial property prices have started to grind higher after a 20% slump through 2008 and 2009. Expect a continuing but gradual recovery in returns going forward on the back of attractive yields and constrained office supply, but only modest growth in space demand reflecting the somewhat mixed nature of the economic recovery. […]

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Cash holdings rise to record highs

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The proportion of super funds (pension funds) assets held in cash rose from 14.3 per cent to 15 per cent in the June quarter, well above the decade average of 9.2 per cent. Super fund holdings of cash assets rose to a record high $158.9 billion in the June quarter. Australian companies are maintaining very […]

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