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Annabelle Dickson
130 Articles0 Comments

Diversifying into bonds made easy

Investors and SMSF trustees looking to diversify away from low interest rate term deposits in search of fixed income strategies now have greater access to Australian bonds. Bond investing enables investors to diversify income sources and is a defensive strategy…

ETFs survive the meltdown

Investors have been undeterred by the recent COVID-19 induced market volatility and have been flocking to exchange traded funds (ETFs). The number of transactions, and volume and value figures, reached all-time highs. ETF Securities’ latest Q2 ETF Landscape Report reveals…

Consolidating super not always a benefit

Superannuation members should be on high alert if using third parties to consolidate or locate their super to ensure the safety of their retirement savings. The Australian Securities and Investments Commission (ASIC), in conjunction with the Australian Tax Office (ATO),…

ATO clarifies SMSF borrowing arrangements

The Australian Taxation Office (ATO) has set out the test it will apply when determining whether an “intermediary limited recourse borrowing arrangement” is an in-house asset of a self-managed superannuation fund (SMSF). The ATO has issued a legislative instrument to…

Online brokers – the pick of the bunch

There has been a surge in the number of investors opening an online brokerage account during the recent lockdown period. But investors making their own trades should ensure they are getting good value with their online broker. Comparison site Canstar…

Cash rates whittled away

The Reserve Bank has not changed the cash rate since March, when it cut twice, but banks and other deposit takers have been active over the past couple of months trimming at-call and term deposit rates. Investors need to keep…

Investors must pick their emerging markets

Portfolio managers are urging investors who are considering emerging markets to examine countries individually and understand their health systems and governance risks as to whether they will show resilience. Emerging markets have not been spared from the volatility caused by…

Bitcoin no safe haven

The biggest cryptocurrency, Bitcoin, failed to provide investors with any diversification or risk mitigation benefit when equity markets sold off sharply in February and March. Rather, Bitcoin has been tracking the US S&P 500 Index closely for some time. John…

The set-and-forget template is dead

The changes to valuations in SMSF trustee portfolios as a result of the COVID-19 outbreak marks an appropriate time to review their investment strategy. A review of the investment strategy document in this context does not need a complete rewrite.…

Platinum funds downgraded on management woes

Investing in a Platinum Asset Management fund to gain international equity exposure is no longer a done deal after it had a mixed outcome in its latest ratings, with three funds downgraded and one upgraded to gold. Research house Morningstar…

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