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Buyback reform may have ‘unintended consequences’ for SMSFs: DNR Capital

The plan to align the tax treatment of off-market share buybacks with that of on-market buybacks puts smaller companies, self-funded retirees and retail investors at a disadvantage, according to portfolio manager Scott Kelly, who worries the proposed changes are “just the beginning”.

Staff Writer | 27th Sep 2023 | More
Downgrades and dislocations: Reporting season creates opportunity in small caps

With reporting season already revealing earnings misses, valuation pullbacks are creating opportunities in high-quality small caps, according to DNR Capital’s Sam Twidale. Investors should look through short-term risk and select from sectors where fear and uncertainty prompt mispricings.

Lisa Uhlman | 11th Aug 2023 | More
Franklin Templeton wins big as fund manager award winners revealed

The 35th iteration of the awards saw Franklin Templeton Australia beat out fellow finalists BlackRock, Lazard, VanEck and Macquarie Asset Management to take out the Fund Manager of the Year award.

Staff Writer | 23rd Jun 2023 | More
  • Income stocks still a smart defensive play, but look beyond miners and banks

    Dividend investing can be a good source of defensive income in volatile times, but changing fundamentals mean resources companies and banks may be the weaker play in 2023, with opportunities emerging beyond these traditional Australian dividend payers – although valuation will be key.

    Lisa Uhlman | 17th Mar 2023 | More
    As Wesfarmers, CBA deliver bumper earnings, pressures mount

    A higher net interest margin drove a 10 per cent increase in CBA’s net profit after tax, while Wesfarmers benefited from a strong performance by Kmart Group and the chemicals division. But with much of the upside for these companies already priced in, investors should be clear about valuations before buying in.

    Lachlan Buur-Jensen | 1st Mar 2023 | More
    Franking credits and dividends in focus

    One of the distinguishing features of the Australian equities market is the franking credits regime. A franking credit is generated when Australian-resident companies pay income tax and distribute after-tax profits through dividends. Depending on their tax situation, shareholders might get a reduction in their income taxes or a tax refund, as a result of receiving the franking…

    Scott Kelly | 16th Jun 2021 | More
  • Smaller company sell off offers opportunity – Twidale

    The Australian market is in a world of its own, pushing ahead with a strong post-pandemic-led recovery while a rebound of the global economy is edging closer, and looks like it will come over the coming quarters. The team at DNR Capital Australian Emerging Companies Fund continues to select quality growth stocks for its Australian…

    Ishan Dan | 7th Jun 2021 | More
    Dividends are dead, long live dividends

    Depending on what you read, you may be mistaken that investing for income in ASX-listed shares is well and truly over. Not so, suggests Scott Kelly, Portfolio Manager of the DNR Capital Australian Equities Income Fund. The Brisbane-based specialist Australian equity manager simply suggests investors need to focus on those with the potential to pay…

    Staff Writer | 31st Mar 2021 | More
  • How active management delivered for one manager in 2020

    Leading Australian equities fund manager, DNR Capital, has once again outperformed its benchmark for the month of December and finished the year on a high taking advantage of the pandemic and run up in the iron ore price. Whilst the ASX 200 Index was up 1.21% the DNR Capital High Conviction strategy managed to return…

    Ishan Dan | 27th Jan 2021 | More
    DNR’s Income Fund added to platforms

    Australian equities investment manager, DNR Capital, today announced that the newly launched DNR Capital Australian Equities Income Fund is now available to financial advisers through three leading investment platforms – Macquarie Wrap, Netwealth and HUB24. The fund, which is managed and led by chief investment officer Jamie Nicol and portfolio manager Scott Kelly, under the…

    The Inside Investor | 14th Oct 2020 | More