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John Kavanagh
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John Kavanagh is a journalist with more than 30 years of experience, specialising in banking, personal finance and investment management.

Time to review hybrid risks

National Australia Bank and Macquarie Bank withdrew hybrid security offers late last week, citing market volatility and the likely impact on the price of the notes once they listed. NAB launched a hybrid offer, NAB Capital Notes 4, on February…

More sub-scale ETFs get the chop

UBS Asset Management is the latest fund manager to close down sub-scale exchange traded funds, announcing last week that it will terminate six funds and may continue to manage three others as unlisted funds. Its move follows the closure of…

Managed account for the self-directed

One of the strong growth areas in the wealth industry over the past few years has been the sale of separately managed accounts. It is a product that has been sold through the adviser market but now it is opening…

Equity investors, boost defensive holdings

Macquarie Securities has increased exposure to “bond proxies” in its Australian equity strategy portfolio to 40 per cent, in the face of a weakening economy. Macquarie’s view is that during periods of volatility equity investors should shift into low volatility…

Non-resident tax changes to hit deceased estates

New law that removes the entitlement to the capital gains tax main residence exemption for foreign residents, including expats, could have a significant impact on deceased estates. Among changes in the new law, a trustee of a deceased estate is…

Contribution rules eased for older Australians

The Government has released a draft bill for consultation, outlining measures to provide greater flexibility in the superannuation system for older Australians. The bill includes three changes: • the age at which the work test starts to apply for voluntary…

Residential property market to moderate

Since the housing market bottomed in the middle of last year, the pace of the recovery has been surprisingly fast. The Sydney and Melbourne markets are growing at above 10 per cent a year. Investors and home buyers are concerned…

Investors’ tech horizons widen

The range of tech and innovation investment options available to Australian investors has expanded in recent weeks, with the launch of two new exchange traded funds. ETF Securities has launched FANG+ ETF, which holds an equal weighted portfolio of overseas…

Small cap managers best at beating benchmark

A majority of mid and small-cap Australian equity funds beat their indexes last year, which makes it was the best performing managed funds segment relative to benchmark. S&P Dow Jones Indices has released its SPIVA Australia Scorecard for 2019, reporting…

Super guarantee amnesty may trigger cap breaches

Employees run the risk of exceeding their concessional contribution caps if they receive payments under the Government’s new superannuation guarantee amnesty. Under the law implementing the amnesty, which was passed late last month, employers will have six months to correct…

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