1 December 2023

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Australians unprepared for $3.5 trillion wealth transfer Welcome to Firstlinks Edition 534 with weekend update 18 rules for ageing well Why the ASX 200 has gone nowhere in 16 years The challenges of building a lazy portfolio

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Home / White Papers 2016

Edition: White Papers 2016

1-12 out of 39 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

First Sentier
6 October 2016

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.

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