June 13, 2017

The battle for BHP – what an investor needs to know

Hedge fund manager Elliott Management’s ‘value unlock’ plan for BHP is starting to gain momentum, with a growing number of securities analysts and asset managers calling for the resources giant to make a more open and considered response to Elliott’s

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Link tipped to shine

Macquarie Securities has given investment industry service provider Link Group an ‘outperform’ recommendation, with a 12-month price target of $9.20, which is about 18 per cent above its current level of around $7.80. Link began life as a share registry

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The New Criterion

Two new IPOs made it to the starting line this week, with both testing investor appetite for healthy products. Oliver’s Real Foods The health food evangelist behind this impending listing faces a (literally) heavyweight task: weaning truckies and travelling families

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BlackRock LPT rated gold

Managed fund researcher Morningstar has given the BlackRock Indexed Australian Listed Property fund a ‘gold’ rating, based on its well executed passive strategy and its low cost. Morningstar says the Australian listed real estate investment trust (REIT) market is well

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BetaShares launches bank bond fund

Fund manager BetaShares has launched a fund that gives investors exposure to floating-rate notes issued by banks, with a pitch to investors that the fund will capture any upside when interest rates start to rise again. The BetaShares Australian Bank

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Still time for an in-specie transfer

It’s not too late for SMSF trustees seeking to maximise non-concessional contribution rules before they change next month to transfer real property into their funds, according to a superannuation expert. On July 1 the maximum amount of non-concessional contributions a

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Aussie equity market a global weakling

In May, the Australian sharemarket suffered its biggest monthly fall since January last year. Aussie stocks were among the weakest in world markets. Major global indexes, including the S&P5000, the FTSE 100, the Nikkei 22 and the Hang Seng, all

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Divorce and the transfer balance cap

Superannuation may not be top of mind for couples going through a divorce but the Australian Taxation Office has issued a reminder that special rules apply for payment splits arising from divorce or relationship breakdown. From July 1 there is

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Q&A – 12 June 2017

Q: I am thinking of setting up a bank account for my child. What are the tax implications? A: The Australian Taxation Office has issued a tax determination this year (TD 2017/11), setting out its approach to taxing interest on

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Graeme Colley Blog

The treatment of death benefits rollovers under the new transfer balance cap has been a sleeper, with most people thinking about the $1.6 million transfer balance cap. The issue is that if their partner dies the death benefit will be

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Link tipped to shine

Macquarie Securities has given investment industry service provider Link Group an ‘outperform’ recommendation, with a 12-month price target

More »

The New Criterion

Two new IPOs made it to the starting line this week, with both testing investor appetite for healthy

More »

BlackRock LPT rated gold

Managed fund researcher Morningstar has given the BlackRock Indexed Australian Listed Property fund a ‘gold’ rating, based on

More »

Graeme Colley Blog

The treatment of death benefits rollovers under the new transfer balance cap has been a sleeper, with most

More »