EON Financial Group SMSF Podcast

EON speak to Douglas Isles from Platinum Asset Management on the outlook for global investing in 2018.  Platinum has been a significant contributor to the podcast since the start.  We have been beating the drum about the importance of global investing since the podcast started.  If you acted, you have been rewarded with significant outperformance over the Australian market.

Douglas shares Platinum’s outlook for 2018 including;

·       Where they see opportunities for growth

·       Opportunities in China

·       Greater Asia growth

·       Australian banking sector view (and therefore its importance to the Australian market returns)

·       New ways to access Platinum’s expertise

This is great episode for trustees to fine tune their asset allocation in 2018 to improve results.

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EON speak to Jonathan Wu from Premium China Funds Management about investing in China. 

There is a great deal written and said in the Australian press about China.  Overwhelmingly, the commentary negative.   This surprises me, given the significance of China to our economy.   We sought the views of a professional, with 10 years focused on investing in China, to balance the view.

We cover;

·       China as a long-term investment opportunity

·       The much talked about debt levels

·       Ghost cities

·       The target of doubling disposable income by 2020

·       Lower risk exposure to China through Fixed Interest versus Equities

This is a great episode for all trustees investing their own funds.  The impact of China on the global economy and equity markets will impact returns for decades. 

Get the real news on the EON Financial Group SMSF Podcast.

Compound your wisdom!

EON Speak to Mugunthan Siva from India Avenue Investment about investing in India.  India is a unique opportunity to diversify from Australia, with several key differentiators;

1.       Younger average population age of 29 versus 40 for Australia

2.       India is a commodity importer, Australia a commodity exporter

3.       Indian companies pay significantly less dividends as there is no capital gains tax for investors when they hold for longer than 12 months

4.       India’s population is massive compared to Australia

5.       Significant efficiency gains to made through Technology across the government sector

6.       Massive economic reform under the Modi Government

7.       Consumption economy with a growing middle class

This is a great episode for all trustees to learn about investment opportunities beyond our borders.  It is easy to stay local but there are real benefits to your portfolio to invest globally.  The diversification strengthens your portfolio and the returns are likely to be significant over the long term.

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Mark Wenzel was on an adviser panel at the recently held Financial Standard ETF Forum.

The Forum was aimed at advisers but is equally relevant to SMSF trustees.  

Mark provides his insight into the day including

• How advisers are using ETFs in their practices
• Where to access ETF research
• New ETFs in the market
• Traditional vs Smart Beta indexing
• Portfolio construction using ETFs

This is a great episode for all SMSF Trustees to learn from professionals about how they are using ETFs to meet the long term requirements of clients.

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EON speak to Michelle Gibbings from Change Meridian about decision making in your Self Managed Super Fund.  

There are many decisions to make before, during and to end a Self Managed Super Fund.  Michelle introduces

• a decision making framework
• setting a successful structure to make decisions
• judging the importance of the decision
• how to avoid procrastination
• how to frame long term decisions

This is a great episode for all trustees who struggle to make decisions, are over confident in their decision making, feel responsible for all the decisions made within the super fund and who are looking to improve the decision making in their super fund.

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EON speak to David Erdonmez from fixed income manager PIMCO about fixed interest and the impact of rising interest rates on fixed income portfolio's. 

We discuss

• the characteristics of fixed income
• how rising interest rates are likely to impact
• why should maintain exposure to fixed income in your SMSF
• the current outlook for fixed income
• the differences between Hybrids and bonds
• the difference between Term Deposits and bonds
• Global opportunities to generate higher income from fixed interest

This is a great episode for all trustees who

• don't really understand why fixed interest is an essential component of a diversified portfolio.
• have large exposures to hybrids, cash and term deposits in their portfolios.
• Who are looking for stable income in your fund
• Who are confused about the noise around fixed interest in the media

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EON speak to Peter August from the Melbourne Mint about the benefits of owning physical gold in your Self Managed Super Fund.

We delve into

• the historical significance of gold
• importance of gold backing currencies
• the purchasing power of gold over centuries
• the impact of currency printing on the value of money
• a monopoly example to show the impact of money printing on the economy
• how to invest in physical golf in your Self Managed Super Fund
• why you should have an allocation to gold in your Self Managed Super Fund

Compound your wisdom!

EON speak to Jack Lowenstein from Morphic Asset Management about their global Ethical Investment Listed Investment Company. 

Chad Slater & Jack Lowenstein have a rich history in ethical investment, having been at Hunter Hall during its glory days.

Morphic Asset Management have a strong risk management focus which we talk about in depth.  This discipline means the returns are achieved with significantly less volatility than if you invested in a broader index.  The benefit of this is often hard to see day to day but are a significant benefit for long term investors.

The fund is global focused, so is another opportunity to diversify from the Australian market. 

The investment criteria is discussed in detail but will exclude companies that add to global warming, which Jack views as the biggest issue of our time, gambling, alcohol and coal.

This is a great episode for all trustees who want to learn how to invest better and are interested in global and ethical investment.

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EON speak to Michael Aked from Research Affiliates about Fundamental Indexing.

Fundamental Indexing is an alternative to Market Cap weighted indexing using sales, dividends, growth and book value to weight the stocks in the index. 

Research Affiliates introduced Fundamental Indexing as a result of the Tech Bubble in the early 2000’s.  They could not understand how companies with no revenue or profitability could be held by an index purely because of the market value.  They took this information and developed a Fundamental Index that, according to Research Affiliates, has outperformed the S&P 500 over the period.  The genius in the methodology is the inputs are measured over 5 years, reducing turnover and therefore costs.

The Fundamental Indexing approach used by Research Affiliates can be adopted across all markets and has produced strong returns in Australia.  The last 12 months have benefited from larger positions in resource stocks, contributing to a return of 19% for the index, ASX code QOZ.

This is a great episode for all trustees looking to invest in Australian & US markets.

Compound your wisdom!

EON Speak to Owen Hegarty from EMR Capital, a former director of Fortescue Metals Group, former CEO of Oxiana Resources and resource company investor.

Owen has built vast wealth for shareholders over his career.  We are grateful that Owen shares his experience and knowledge on:

·       How he became involved in the mining industry

·       Building Oxiana

·       EMR Capital’s 4 preferred commodities

·       What to look for when investing in a Resource company

·       His views on the ASX Listed company’s that EMR invest in

·       Why the resource industry will be a mainstay of your portfolio for many years to come

·       The importance of Asia to Australia’s economic future

This is a must listen to episode for anyone investing in the share market.  The insights and knowledge Owen provides is invaluable for your long-term wealth creation. 

Compound your wisdom!