It seems to be the month of change in the financial services industry, with a raft of measures hitting the financial advice sector in October. They aren’t alone, however, with the Australian Tax Office set to extend their SuperStream system to all superannuation funds, but particular self-managed super funds or SMSFs. From 1 October, SMSF…
In many ways Salesforce.com was ahead of its time. The customer relationship management or CRM provider was just another player in an increasingly popular space except for one key difference. The group was among the first CRMs to be delivered in a web browser, rather than via a downloaded program as was the rage in…
The active vs. passive debate has been raging for close to a decade now. From a macro level it is abundantly clear that passive has one. The sheer flow of assets moving into passive strategies has of itself driven this outperformance. For those new to investing, passive investing is better known as index-tracking, in which…
You could be forgiven for thinking that 2020 was a difficult year for property investors, with the pandemic impacting all asset classes in unforeseen ways, no more so than property. As we have seen in other asset classes, there is still little certainty in what lies ahead beyond lockdowns, social distancing and the reopening trade….
“Iron ore remains a commodity that polarises the market,” according to Ausbil’s local investment team. Among the stable of strategies it runs is the Ausbil Global Resources Fund which, as the name suggests, must have a strong view on almost every major commodity. 2021 has been dominated by talk of another commodity super-cycle. Buoyed by…
Class Ltd (ASX:CL1) is a company that is close to the heart of many SMSF trustees, accountants and financial advisers across Australia. The company offers a growing suite of products that support the administration of self-managed super funds and trusts, with its stated mission focused on simplifying rather the complicating matters. While all eyes have…
The easiest call to make in 2021 is that the market is overvalued, or for those preferring hyperbole, suggest that everything is in a ‘bubble’. Whilst there is no doubt some assets and stocks that are trading well above their fair value, to suggest that everything is overvalued may well be a stretch. It’s an…
The Future Fund this week released their performance report for the 2021 financial year. It was a stunning result, with the fund returning 22.2 per cent for the 12-month period, well ahead of the median growth fund which returned around 18.4 per cent. Interestingly, the fund’s targeted return for the period was 7.8 per cent…
Is another market crash around the corner? This may well be the most popular question today, or at any point in the last 12 months. The simple answer is yes, a market correction (a fall of 10 per cent or more) or crash (a fall getting on for 20 per cent) is always around the…
The sell-off in Chinese equities has garnered all the headlines this week, as President Xi Jinping and the Chinese Communist Party (CCP) extended their regulatory crackdown. Among the hardest hit this week was the country’s booming home tutoring and private education services sector, with the likes of TAL Education (NYSE: TAL) falling as much as…
