Playing
The sting in the transition tail
Australian superannuation funds readjusting their investment portfolios need to carefully consider all the tax implications and not focus solely on timing and transaction costs. In our new Shed Chats #podcast featuring the latest research, Parametric Managing Director of Research (Australia) Raewyn Williams points out that ignoring the tax consequences can potentially cost the portfolio 13 bps – a leakage exceeding the transaction costs by more than six times.
Australian superannuation funds readjusting their investment portfolios need to carefully consider all the tax implications and not focus solely on timing and transaction costs. In our new Shed Chats #podcast featuring the latest research, Parametric Managing Director of Research (Australia) Raewyn Williams points out that ignoring the tax consequences can potentially cost the portfolio 13 bps – a leakage exceeding the transaction costs by more than six times.
The sting in the transition tail
More Episodes
The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche area that brings in both arms of private capital – equity and debt – which puts expertise at a premium. The Inside Network managing editor Tahn Sharpe talks to Bruce Wan from commercial property experts MaxCap Group to discuss the challenges and opportunities in this critical alternative sector.
In this episode of Brilliant Investment Thinkers, Investor Strategy News editor Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been one of the best performing commercial property sectors over the last 15 years, its resilience against the office downturn, and the tailwinds that are set to drive it higher.
Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. The Inside Network managing editor Tahn Sharpe sits with Nick Miller from Brisbane-based private equity purveyors Fortitude Investment Partners to discuss the rise of PE, its place in the private capital world and what investors should be wary of.
Investor Strategy News editor Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity investment in social and renewable energy infrastructure both in Australia and abroad.
Lonsec chief executive Mike Wright sits down with The Inside Network managing editor Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered the investment landscape and how the “new captains of capital” are wielding their influence.
Investor Strategy News editor Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero transition.
Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with The Inside Network managing editor Tahn Sharpe and chats about the systems and processes that form the backbone of the advice administration system; what works, what doesn’t, and where did I put my password?
Popular
Featured
Watch
