News

Investments

More attention needed on investments

The SMSF sector was currently putting too much emphasis on legislative and compliance issues and needed to increase the attention given to the investments of funds, according to a former ATO official.

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Investments

Nikko fund targets farsighted investors

Nikko Asset Management has unveiled a new global share fund in response to Australian investors’ growing appetite for international equities.

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LICs

Listed infrastructure delivers strong gains

Research house Zenith’s latest review of the infrastructure sector has found it generated a healthy return of 19.9 per cent to 30 April 2015, as reflected by the S&P Global Infrastructure Index ($A hedged).

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Succession Planning

SMSF succession planning role questionable

A recent ATO interpretative decision (ID) has placed doubt over the validity of any business succession plans involving life insurance cover held within an SMSF.

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Investments

Resource sector dip positive for small caps

A review of Australian small caps has found the end of the resources boom, while diminishing overall performance of the sector, has had a positive effect on the structure of this market segment.

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Strategy

SMSF structural financing next big thing

Strategies around structural financing or capital funding were the next major pioneering stage for SMSFs, a sector expert has said.

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Strategy

Market volatility can be beneficial

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

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ATO, Compliance & Regulation

LRBA tax treatment improved

Legislation clarifying and consolidating the tax treatment of limited recourse borrowing arrangements (LRBA) has been introduced into Parliament.

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Residential Property

Sydney leads residential property price growth

The latest residential property research has shown Sydney to be the strongest market in terms of capital growth for houses.

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Absolute Return

Local active managers perform better

Research house Lonsec’s most recent review of the Australian equities market has shown active fund managers produced better results than index or passive managers.

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