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Andrew Bloore

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.

ATO to increase surveillance of SMSFs

The ATO will step up surveillance of SMSFs in 2013/14, and trustees need to ensure their fund is compliant. There are rules around the acquisition of assets, especially related party transactions.

Look at super with different eyes

Thinking differently about how to get the best out of your super means taking time to talk through the options that meet your personal needs, and making it work for you. And don't associate 'pension' with 'old age'.

Putting the ‘self’ into self managed super

Everyone is different so you need to design your SMSF for yourself and your dependents. That’s the importance of 'self' in self managed super.

Do we really need superannuation?

We will have a significant retirement funding problem for at least the next 30 years. We need super to reduce the future tax burden on those employed who will be asked to support an ageing population.

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Investment strategies

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

9 ways to fix Australia's housing crisis

Decades of policy failure have induced a fall in housing affordability. Unless painful changes are made, an underclass will emerge in a society that is supposed to boast the one of the world's highest standards of living.

Shares

Australia: why the chase for even higher dividend yields?

Australia boasts one of the world's highest dividend yielding sharemarkets, providing substantial benefits to investors and retirees. Despite this, individuals often stretch for even more yield, to their detriment.

Shares

MIGA – Make Income Great Again

The Australian sharemarket seems to be rewarding a number of unprofitable companies on the promise of future riches. Yet profits and cashflows still matter, as a recent case study of Domino's Pizza shows.

Shares

Mapping future US market returns

Exceptional returns from the US sharemarket over the past decade have driven by sales growth, margin expansion, rising valuations, and dividends. Predicting future returns requires careful consideration of these factors.

Shares

Read this before you go all in on US equities

US equities rule global markets, but history is littered with examples of markets that seemed invincible — until they weren’t. Diversification will be key for investor portfolios going forwards.

Property

What impact would scrapping stamp duty have on housing?

Increasing house prices pose challenges for housing affordability. This investigates the impact of stamp duty on the property market, and how removing the tax could help address several key issues.

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