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Labor’s franking policy is a ticking bomb for all super funds

The Australian Labor Party (ALP) proposal to limit cash refunds of franking credits will clearly impact many pension phase SMSFs, but we believe it also has the potential to impact many other superannuation funds.

In this paper, we build a model of the key variables which determine whether a superannuation fund

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Weekly Market Update – 19th October 2018

Investment markets and key developments over the past week

While share markets had a great bounce from oversold levels early in the last week they fell back to varying degrees as worries around US interest rates, the US trade conflict with China, tech stocks and Italy’s budget deficit continued along

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Weekly Market Update – 12th October 2018

Investment markets and key developments over the past week

Share markets fell sharply over the last week led by the US share market primarily on the back of worries about rising interest rates and bond yields and the deteriorating US/China relationship. Bond yields generally declined though reflecting safe haven demand which

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Weekly Market Update – 5th October 2018

Investment markets and key developments over the past week

Share markets fell over the last week, largely in response to a renewed rise in bond yields. Commodity prices rose, although this was mainly due to higher oil prices. Strong US economic data and some rise in expectations for Fed tightening saw

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Weekly Market Update – 28th September 2018

Investment markets and key developments over the past week

Share markets were mixed over the last week with US shares down 0.5% and Eurozone shares down 1.1% on renewed worries about Italy’s budget, but Japanese shares rose 1%. Chinese shares rose 0.8% and Australian shares rose 0.2%. Bond yields were little

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Weekly Market Update – 14th September 2018

Investment markets and key developments over the past week

The past week saw most share markets rise, helped by good economic data, talk of another round of US/China trade talks and a bounce in emerging market shares after Turkey raised interest rates. US shares rose 1.2%, Eurozone shares gained 1.4%, Japanese

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