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Edition: 127

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Edition 127

  • 18 September 2015

Would you invest in a roboadvice start-up? How family offices invest differently, increasing reliance on cloud storage, buying overseas property within an SMSF, and the image problem facing mortgage funds.

Mortgage funds: if only we had a trendier name, like P2P

Mortgage funds still suffer from the poor reputation earned during the GFC, and are not well supported by investors. When the asset is a first registered mortgage over real property, some structures are worth a look.

How family offices differ from institutions

In contrast to the way institutions make investment decisions, family offices and high net worth investors display high levels of engagement and often have their unique non-financial objectives to satisfy.

The shift to the cloud

Small and medium sized businesses are experiencing a shift from on-premises IT resources to cloud computing. It has quickly affected investment decisions as IT vendors and buyers adapt to this new way of doing things.

SMSFs investing in overseas real estate

While it is possible for an SMSF to invest in overseas real estate, staying on the right side of the superannuation law and regulations in the foreign country may be more trouble than it’s worth.

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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