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Friday, 17 September 2021
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An investment conference attended by thousands of leaders from industry and finance points the way to future investment trends.
The ATO distinguishes between LICs, deeming some as investors for tax purposes and some as traders for tax purposes. This distinction has implications for the way dividends are sourced and capital gains are treated.
The merit of appointing an internal or external CEO depends on the company's circumstances. Internal appointments tend to be more successful, although alignment of interests with shareholders is critical.
There is no correct answer to the maximum or minimum amount of exposure to a single company in a portfolio, but liquidity, risk and costs play into the decision.
There are now almost 100 Listed Investment Companies, but they are not created equally. There are important differentiating features that should be considered before choosing where to invest.
Purchases and sales of shares in their own company by directors and executives can be a powerful sign of the future potential within a company and should be monitored closely.
The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?
Is it more difficult to find stocks to short in a rising market? What impact has central bank dominance had over stock selection? How do you combine income and growth in a portfolio? Where are the opportunities?
The Design and Distribution Obligations (DDO) come into effect in two weeks. They will change the way banks promote products, force some small funds to close to new members and push issues into the listed space.
Company results in FY21 were generally good with some standout results from those thriving in tough conditions. We highlight the companies that delivered some of the best results and our future expectations.
It used to be Down, Down for prices but the new status quo is Down Down for emissions. Until now, the realm of ESG has been mainly fund managers as 'responsible investors', but companies are now pushing credentials.
As Managed Accounts surge through $100 billion for the first time, the line between retail, wholesale and institutional capabilities and portfolios continues to blur. Lower costs help with best interest duties.
Read our article on the family home in the age pension test, with the RBA Governor putting the onus on social security to address house prices and the OECD calling out wealthy pensioners. What is your view?