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Sophisticated Investor

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Now you can earn 5% on bonds but stay with quality

Conservative investors who want the greater capital security of bonds can now lock in 5% but they should stay at the higher end of credit quality. Rises in rates and defaults mean it's not as easy as it looks.

Is DDO change to hybrids a drawback for investors?

Major changes are underway in the methods used to distribute bank hybrids. Investor cannot rely on the previous ways of buying hybrids at IPO and now must be 'sophisticated', react quickly and know a broker.

Wealth doesn’t equal wisdom for 'sophisticated' investors

'Sophisticated' investors can be offered securities without the usual disclosure requirements given to everyday investors, but far more people now qualify than was ever intended. Many are far from sophisticated.

Punting with retail financial products beyond ASIC's watch

Complex products beyond the purview of ASIC are being offered to retail investors based on tax and return advantages beyond the ability of investors to assess, making them manifestly unsuitable.

The 'founder' mindset of an astute investor

Founder-led companies and 'entrepreneurial investors' make better, calculated judgements and tap into experiences which give them an advantage over more conservative investors.

The benefits of investing via a bare trust

‘Single-investor’ models are convenient for a range of investments. A bare trust can be a cost-effective and simple way to let a small number of sophisticated investors access an investment through one legal entity.

Become an informed user of retirement expertise

You can only receive the full benefit of expertise if you're an informed consumer. Can you paint a picture of what your retirement success and failure looks like?

Private Ancillary Funds suffer same ‘retail’ treatment as SMSFs

One of the benefits of Private Ancillary Funds is the philanthropic family legacy they create, and Social Benefit Bonds appeal to many PAF trustees. Unfortunately, investor definitions create an unnecessary barrier to entry.

When does an SMSF qualify as a ‘wholesale’ investor?

Qualifying as a 'wholesale' investor opens many investment opportunities not available to most retail investors, but the interpretation of the rules is inconsistent across the industry.

Most viewed in recent weeks

Is it better to rent or own a home under the age pension?

With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.

Too many retirees miss out on this valuable super fund benefit

With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?

Is the fossil fuel narrative simply too convenient?

A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.

Reece Birtles on selecting stocks for income in retirement

Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.

Welcome to Firstlinks Election Edition 458

At around 10.30pm on Saturday night, Scott Morrison called Anthony Albanese to concede defeat in the 2022 election. As voting continued the next day, it became likely that Labor would reach the magic number of 76 seats to form a majority government.   

  • 19 May 2022

Comparing generations and the nine dimensions of our well-being

Using the nine dimensions of well-being used by the OECD, and dividing Australians into Baby Boomers, Generation Xers or Millennials, it is surprisingly easy to identify the winners and losers for most dimensions.

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