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.
The Australian-based gas exporters
The current crop of LNG projects represents a combined $188 billion in investment, but Japanese buyers are looking at other sources. What they find may have a significant impact on returns for Australian investors.
How does a retail investor access stocks before listing?
A reader wants to know how to access company floats before their listing on the ASX. Roger Montgomery explains it’s probably a closed shop, but you can often wait until the market becomes bored and buy better.
More questions on QE
With the ‘tapering’ finally announced last night, it’s as important as ever to understand what’s happening. So when Rick Cosier asked some of the questions many would like answered, Warren Bird obliged.
Beyond the hype, a beginner’s guide to QE
We read about Quantitative Easing and tapering every day, but what are they and do they work? Should we worry about them? One thing is for sure – both subjects will be with us for many years to come.
Retirement: who’s a happy little Vegemite?
Retirement often receives bad press, but whether or not you enjoy this life phase usually depends on the choices created. It’s a nuanced and diverse experience and many welcome the sudden freedom.
Too much jam: the consequences of choice overload
It’s too simple to assume that more choice is better for consumers and investors. It can lead to indecision and inaction, and yet some platforms persist in adding dozens of funds each year to an already vast range.
Lending policies can spoil good SMSF strategies
It’s one thing to know the super and SMSF legislation and devise an appropriate strategy, but it’s quite another if it can’t be implemented in practice. Especially when bank lending policies are involved.
Are income funds just arbitrage funds?
Australian equity income funds have become extremely popular as investors look for yield and income, but are they arbitrage funds by another name? Rudi Minbatiwala of the Colonial First State Equity Income Fund responds.
How risky are bank hybrids and are they misrepresented?
The search for yield has driven retail investors into billions of dollars of hybrids that could not be sold to wholesale investors at these levels. Is the full picture being told to the retail market?
Super funds need a member engagement makeover
The top priority for all superannuation funds is improving member engagement, but most need to improve their techniques. It’s one way to reduce the leakage of members, especially to SMSFs.
Caveat Emptor? Your criticisms of financial products answered by the manufacturers
This week, we answer four of your Caveat Emptor questions on our website. Send us your criticism or concerns about a financial product, and we’ll ask an expert to respond. Write to us at [email protected]
The state of play in the funds management industry
The funds management industry is undergoing consolidation and evolving rapidly, under pressure to provide better service and high returns while cutting costs. Chris Cuffe discusses the present and the future.
Know who’s managing your business
Poor management can quickly erode value, even in a good business, so it’s important to have confidence in the people pulling the levers.
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