John Kavanagh
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Why sequencing risk hits SMSF investors hardest

SMSF investors are an anomaly in the Australian market. On average these investors are older and wealthier and exhibit far more control over their decisions than others in the $2.1 trillion super industry. This also makes them prime candidates for sequencing…

Bennelong backs Wheelhouse derivatives team

Bennelong Funds Management has added to its list of boutique asset management teams, announcing the formation of a partnership a group of asset managers to form a new business, Wheelhouse Investment Partners. Wheelhouse is headed by Alastair MacLeod, who was…

… as Brandywine goes unconstrained in pursuit of yield

Opportunities for investors looking for income-producing investments are expanding. The latest fund manager to launch an unconstrained fixed-income fund is Brandywine Global. The Legg Mason Brandywine Global Optimiser Fund is benchmark unaware and invests in a wide range of global…

Moelis Australia acquires Armada

Asset manager and corporate adviser Moelis Australia has followed up its listing on the Australian Securities Exchange last month with the acquisition of specialist property fund manager Armada Funds Management. Moelis will pay $29.5 million for Armada, which has $800…

LRBA amendment a negative for SMSF borrowing

By John Kavanagh Repayments of SMSF borrowings will have an impact on a fund’s transfer balance cap, under draft amendments to the new super rules released by the Government last week. The amendments will also change the way limited recourse…