Self-Managed Superannuation Funds (SMSFs) and Limited Resourse Borrowing Arrangements

  Since late 2007, a Self-Managed Superannuation Fund (“SMSF” or “Fund”) has been allowed to borrow money for investment purposes following the introduction of an additional exception to the general borrowing prohibition – one that continues to exist under superannuation law. This additional exception to the borrowing prohibition is provided in the form of a limited recourse type of borrowing. In essence, the relevant asset is held on trust to provide limited security for the outstanding loan, but the benefits of the ownership (such as rent or dividends) flow directly to the Fund. If the Fund defaults on the loan,

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We Chat With Mark From The Bennelong Kardinia

In this video Mark talks about the Bennelong Kardinia Absolute Return Fund. The Bennelong Kardinia Absolute Return Fund is a long/short Australian equity fund with long-term objectives of achieving double-digit annual rates of return and capital protection. Mark talks us through: The process and strategy of the fund How the strategy was performed How the portfolio is currently positioned McQueen Financial Group is a corporate authorised representative of Total Financial Solutions Limited. AFSL No. 224 954, ABN 94 003 771 579. This information is of a general nature only and does not consider your investment objectives, financial situation or particular needs.

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We Chat With Clare Talbot From AMP Capital Core Property Fund

In this chat we talk with Clare Talbot from AMP Capital Core Property Fund. Essentially the AMP Capital Core Property Fund was developed to provide access to a strategic mix of Australian and global direct property and Australian and global listed property securities, giving investors a single property solution for their investment portfolios. In this video Clare highlights what has gone well over last 12 months for the fund. Clare describes that the exposure to direct markets as well as 50% of the funds transactions that are happening in Australia are from offshore investors as driving the demand for direct

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We Chat With Steve From Rare

Check out our recent chat with Steve Williams from Rare Infrastructure. We regularly meet with best of breed fund managers to review, analyse and authenticate their offering with the view to building quality portfolios for our clients. Our meet the manager series is a snapshot of these meetings designed to share interesting insights with our clients. In this chat Steve talks about an overview of Rare Infrastructure, discussing current positive outlooks for investors and identifying what the next 12 months of Rare investors are subject to. Rare, otherwise known as risk adjustment return to equity, focuses on exclusively global listed infrastructure. Steve highlights

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McQueen Q2 2017 Market Update

In this video, Nowaki McQueen-Tokita Partner at McQueen Group, provides a market update for the June quarter. Nowaki explains June 30 marked the end of a strong, yet volatile 5 year investment period. He identifies several geopolitical risks world wide as well as acknowledging opportunity in the US and Australian shares. Nowaki concludes by saying that at the end of the day, McQueen are long term investors, and while many of the above risks could dominate headlines and cause volatility, chasing returns or selling in times of crisis are seldom winning strategies over the long term.     McQueen Financial

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