Since inception on 1 July 2018, Spatium Capital has returned 17.1% per annum (after fees) over a three-year period versus the S&P/ASX Small Ordinaries benchmark return of 5.8% over the same horizon. This equates to an annualised outperformance of 11.3%.
SMSFs
SuperCentral reviews recent superannuation changes
The Government’s 2018 Budget proposal to allow Self Managed Superannuation Funds (SMSFs) to have up to 6 members has now been finally passed by both the House of Representatives and the Senate.
Federal Budget 2021 – Super Changes
The 2021 Budget can be summarised in one line – as a great budget for superannuation. The Budget sets out major beneficial changes for superannuation covering both contributions, legacy superannuation products, first home super saver scheme and residency issues for SMSFs.
When you’ve seen one blended family – you’ve seen one blended family
Many lawyers talk about ‘blended families’ as if they are all pretty much the same. Like, if you’ve seen one, you’ve seen them all. But that is not the case at all.
SMSFs and binding death benefit nominations – where is your limit?
The superannuation environment may offer great tax efficiency in passing a member’s death benefits to their dependents, however there is a rider – the member will not have full control over how the benefits will be used by the beneficiary.
Bermuda-based fund investing in US life insurance policies launches in Australia
Laureola has launched its Life Settlements Fund into the Australian market.
SMSFs and derivatives – a potential diversification option
Investing in derivatives has been one of the popular investment options for savvy investors. As the ATO has been posing the question to some SMSF trustees whether their investments are appropriately diversified, do derivatives provide legitimate diversification opportunities for SMSFs?
SMSFs: Untouched by Hayne; Jumbo size; Unwinding LRBAs
Two key issues on Superannuation from the Hayne Royal Commission were Agency Conflict and Invisibility of Fees (especially for no service).