Articles by Elizabeth Somerville

‘Except’ clauses may lead to SMSF pitfalls

March 1, 2016

The definition of an SMSF should be a straightforward concept, but a number of legal determinations and exceptions have clouded this picture, presenting potential issues for trustees.

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Strategy

Market volatility can be beneficial

August 5, 2015

Elizabeth Somerville

Market volatility could lead to opportunity for patient investors, according to a fund manager specialising in contrarian strategies.

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Business news

XTB launch widens access to corporate bonds

July 7, 2015

Elizabeth Somerville

Exchange-traded bonds (XTB) have now given retail investors an avenue to access the corporate bond market following their launch on the Australian Securities Exchange (ASX) recently.

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Economy

AREITs, industrial sector to stay buoyant

March 31, 2015

Elizabeth Somerville

Real estate will continue to benefit from a low interest rate environment as investors increasingly turn away from cash and term deposits to chase higher-yielding assets, real estate wealth solutions provider Folkestone has said.

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Strategy

AMP says tune out noise to boost portfolios

February 27, 2015

Elizabeth Somerville

Investors needed to tune out from industry noise when making investment decisions to strengthen portfolios and prevent churning, AMP head of investment strategy and chief economist Dr Shane Oliver has said.

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Compliance & Regulation

Sole purpose test a trustee obligation

February 27, 2015

Elizabeth Somerville

SMSF trustees must take full responsibility for their decisions as breaches to investment standards could lead to problems with the sole purpose test as well as possible non-compliance, an industry expert has warned.

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Business news

AMP Capital joins mFund

December 22, 2014

Elizabeth Somerville

AMP Capital has opened up channels for self-directed investors to diversify their portfolios by making six of its funds available through the Australian Securities Exchange’s (ASX) mFund Settlement Service.

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