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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

Why we’re not buying the market yet

The Australian market bounced back last Friday (13th) and Monday (16th) tempting analysts to call the bottom of the coronavirus scare. This is too early as the impact on companies is not yet evident.

Drawdown reductions needed for retirees - UPDATED POLICY

During the GFC, in the face of rapid falls in super balances, the minimum drawdowns required for pensions were reduced by 50% to help preserve overall retirement savings. It's time for a repeat.

What are the possible economic effects of COVID-19 on the world economy?

In a widely-quoted scenario using estimated attack and fatality rates of coronavirus, about 0.07% of the population of the US dies. That's about 230,000 people, which the market is not ready for.

Note to Australia: be more French in the COVID-19 war

Andrew Baker is well-known as a superannuation consultant. Now working in the UK, he was caught in France with his family and is in lockdown. He worries Australian policy was too slow.

How $200 billion is magically created

Australia is in a relatively good position to borrow $200 billion, with the RBA using printed money to buy bonds in the market. The long-term consequences are better than the alternative.

Optimism among forecasts of the COVID-19 peak

This detailed analysis of infections, deaths, drugs and vaccines includes an optimistic scenario: perhaps US and Australian infection numbers will peak in early to mid-April with a decline after.

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