Tax loss selling

Jun 12, 2017 admin Australian economy, Equity, news, Property, SMSF 0 Comment

It's that time of year in Australia when everyone gets a little manic. It's not just to do with the impending school holidays and figuring out babysitting schedules, rather it's the last chance to get one's 'house in order'. June 30 represents the End of the Financial Year (EOFY), and in other jurisdictions, it equates to a half year or quarter end. Usual things that happen this time of year include investors taking stock of what is in their portfolio. Some transactions have made good profits, and there are others an investor would prefer not to own. So selling some ‘losers’ can help offset some of the tax effect of gains.

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Rural Funds Group $78.6 m Entitlement Offer

Jun 08, 2017 admin Equity, Investment Opps, Property, SMSF 0 Comment

Rural Funds Management Limited (RFM), as responsible entity and manager of Rural Funds Group (RFF), is pleased to announce that it will undertake a $78.6 million Entitlement Offer. RFF will use the proceeds of the Entitlement Offer to initially reduce gearing from 42.7% to 29.5%, following the debt funded acquisition of two key assets over the past six months.

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Budget 2017 - My 10 cents

May 10, 2017 admin Australian economy, Equity, Fixed Income, Global economy, news, Property, SMSF 0 Comment

Yesterday was not all about the Budget. An important piece of domestic data came out which (to my mind) highlighted the precarious nature of our economy.

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Bribie Lifestyle Village Investor Trust

May 10, 2017 admin Alternative Assets, Australian economy, Fixed Income, Investment Opps, Property, SMSF 0 Comment

Stockwell Funds Management is pleased to announce the launch of their latest unlisted investment fund, The Bribie Lifestyle Village Investor Trust (Trust).

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