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Home / White Papers 2016

Edition: White Papers 2016

1-12 out of 42 results.

2017 economic and market outlook: Stabilisation, not stagnation

  • 15 December 2016

By late 2016, market sentiment had quickly shifted from an overly pessimistic outlook of cyclically weak stagnation toward an overly optimistic expectation of a growth acceleration. Both views are incorrect.

Active Exchange Traded Managed Funds

  • 8 December 2016

Exchange traded funds have been one of the fastest growing investment structures over the last decade, opening up access to strategies and assets difficult for many to reach. More recently, exchange traded managed funds (ETMFs) have been launched and are considered to be the next evolution of exchange traded products.

The how and why of investing in agriculture

  • 28 November 2016

Although Australia is a major agricultural exporter, the typical Australian investor’s portfolio tends to have relatively low exposure to agriculture or ‘soft commodities’.

The custom fitted individual as the future of financial advice

  • 23 November 2016

“Digital wealth management (colloquially termed ‘robo’ advice) heralds an industrial revolution within retirement savings that has the potential to shift the industry from a mass production (as in product) approach to a mass customisation (as in custom solution) approach.

Infrastructure and investing in airports

  • 17 November 2016

“Whether you’re parking your car, walking through the duty free or boarding a plane for your vacation, the airport experience is familiar to many of us.

SMSF Investment Patterns Survey – Sept 2016

  • 11 November 2016

SuperConcepts undertakes a quarterly analysis of its SMSF client investments to get a closer insight into how SMSF trustees invest and to identify emerging investment trends. The survey covers around 2900 funds, a sample of the SMSFs SuperConcepts administers and the investments they held at the end of each quarter. Funds are administered on a daily basis which ensures data is based on actual investments and is completely up to date.

Guiding members safely down a path in retirement

  • 2 November 2016

One issue for [superannuation] funds is that it is sometimes unclear where the responsibility lies for delivering retirement income for members. In the effort to build up savings for members in the accumulation phase, investments and asset allocation are the go-to solutions.

The Australian housing market

  • 25 October 2016

The Australian housing market – surging unit supply, the economy and what it all means for investors

How to trade Exchanged Traded Products

  • 20 October 2016

One of the most common requests received by BetaShares is for practical examples of how to use exchange traded funds in portfolios. Matthew Felsman, Private Wealth Adviser at APP Securities, discusses some ways that he has seen clients using exchange traded products.

Non-concessional cap: Update on proposed changes

The Government has announced it won’t proceed with the lifetime non-concessional contributions cap proposed in the 2016–17 Federal Budget, which would have applied from Budget night and included eligible contributions made since 1 July 2007.

What did we learn from the A-REIT reporting season?

  • 29 September 2016

A-REITs have performed strongly in recent years. With a total return of 26.0% for the year to August 2016, A-REITs outperformed equities and bonds which returned 9.7% and 6.2% respectively.

Making the most of the coming Assets Test changes

  • 22 September 2016

This paper takes a closer look at the short and longer term implications for overall retirement outcomes.

Most viewed in recent weeks

Great new ways the Government helps retirees

Last year's retiree checklist of services available was one of our most popular articles. There are some additions for 2021, and while it can take effort to set them up, they can pay off over the long term.

Four simple strategies deliver long-term investing comfort

A long-time advocate of the merits of generating income by investing in industrial companies rather than bonds or deposits checks his 'mothership' chart for the latest results, and continues to feel vindicated.

$100 billion! Five reasons investors are flocking to ETFs

It's not official, but Australian ETFs are clicking over $100 billion right now. It's a remarkable rise, leaving the traditional rivals, the Listed Investment Companies, in their dust. Why are they so popular?

Cut it out ... millionaires are not wealthy

The widespread use of 'millionaire' must stop. Inflation means that the basket of goods and services that cost $1 million in 1960 now requires $15 million. Today, millionaires are not wealthy.

A close look at retiree fears and expectations

Half of Australians retire early due to unexpected circumstances and within timeframes they did not choose, and two-thirds of pre-retirees worry about funding their retirement. But neither are the greatest fear in retirement.

Minister Jane Hume on SMSFs and superannuation reform

Senator Jane Hume presented at the SMSFA conference this week, and we reproduce the full transcript as a guide to what the Government is thinking on superannuation reforms as we head into the next election.

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