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.   Compound your wisdom!

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 signi

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. Compound your wisdom!

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. Compound your wisdom!  

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 Compound your wisdom!  

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. Compound your wisdom!

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

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!

EON speak to Michael Glennon from Glennon investment management about his love of investing in Smaller companies.  Michael has a long history of investing in small companies and provides valuable insight into this profitable opportunity for SMSF trustees. We discuss: Michael's history in investing Why he started Glennon Investment Management and why he likes the fund management industry Why he love's investing in Small Companies Making money when small become large How to judge management The risks of small companies Patience when investing Glennon Small Companies Listed Investment Company This is a great podcast for trustees wanting to learn more about small company investing and why small companies should be a part of your Self Managed Super Fund. Compound your wisdom!

EON speak to David Bassanese, Senior Economist from BETASHARES Exchange Traded Funds, reviewing the economy in 2016, his outlook for 2017 and the flow of funds since Donald Trump was elected president. This is an episode with valuable information for all trustees.  We cover: An economic review of 2016 Australian economy Australian share market Australian real estate Australian interest rates Bond yields International outlook US economy International share markets Preferred international markets Preferred global sectors Outlook for 2017 for: Sector rotation since US election Compound your wisdom!

2016 Making the break is a compilation of the some of the best content from the EON Financial Group SMSF podcast over 2016.  Guests include: Simon Michelle from FIIG Miriam Sandkuhler from Property Mavens Chad Slater from Morphic Asset Management Simon Shields from Monash Absolute Return Pamela & Meaghan from Burke & Associates Douglas Isles from Platinum Asset Management Oliver Trussler from Schroders Tim Bradbury from MSCI Charlie Jamieson from Jamieson Coote Bond Fund This is a great episode to relive the wonderful guests we had on the EON Financial Group SMSF Podcast in 2016. Compound your wisdom!

EON speak to Douglas Isles from Platinum International about the global change in the last 6 months, the outlook for 2017 and the noise around Platinum on performance. We discuss: High valuations in the US Positioning of the Platinum International Fund Opportunities in Europe & Asia Japan The short sellers in Platinum stock Compound your wisdom!

Mark Wenzel, Principal of EON Financial Group, discusses the changes to the contribution limits for Super Funds coming into effect on the 1st July 2017. Topics discussed include: Taxable contributions Non-taxable contributions Contribution splitting Strategies to consider for your SMSF Who can benefit most Opportunity cost of not taking action This is the first in the summer series.  The summer series is 5 podcasts over 5 weeks over the Christmas holiday period for you to compound your wisdom to set 2017 up as a great year for your SMSF.   Compound your wisdom!

EON speak to Pamela Nasiakos & Meghan Warren on the important topic of binding death benefit nominations.  Much energy goes into building up and investing your superannuation.  This good work can be unwound if your desired beneficiary does not receive the money. We cover how to ensure that nominations are valid (the lawyers were quick to point out the importance of ensuring the nomination is valid!), when to leave the money to your Estate and when to nominate specific people to receive your superannuation benefits. We delve into when to use lapsing and non lapsing binding nomination and when to use non-binding nominations. We cover case studies to show the implications of not executing your nominations correctly and dispel the myths about age, family status and small asset base being excuses for not making death benefit nominations. Compound your Wisdom!        

EON speak to Oliver Trusler from Schroders about the newly listed Exchange Quoted Managed Fund - GROW.  GROW has a real return objective of Consumer Price Index (Inflation) + 5%.  A real return objective is an alternative strategy to the traditional Asset Allocation model.  The Real Return model allows for greater involvement from the manager to allocate assets to achieve their objective, taking into account of prevailing market conditions.  The end result should be a more consistent return with lower risk. Oliver provides great insight into how to construct a Real Return style portfolio, how the portfolio is positioned in the current environment, risks that could increase the volatility in markets and how you can use GROW in your Self Managed Super Fund. Compound your Wisdom!

Mark Wenzel, principal of EON Financial Group, provides 10 insights from the reporting season, the Future Fund quarterly report and the Self Managed Super Fund Associations Retirement report.  These insights are invaluable to help you make better decisions for your Self Managed Super Fund, leading to more income for you in the future. The insights include comment on: 1)  Challenging investment environment 2)  Level of risk you should be taking 3)  Portfolio review 4)  The role of income in your returns 5)  Alternative investments 6)  State of the economy 7)  Large Cap vs Small Cap 8)  SMSF retirement insights 9)  Return targeting 10)  Costs A very informative episode for all SMSF trustees. Compound your wisdom!

EON speak to John Pereira from India Equities Fund about the recently launched Listed Investment Company.  The original launch was delayed due to economic conditions. The update includes details of the offer, the progress the Modi government has made in reforming the Indian economy and analysis of the opportunity India presents to Self Managed Super Fund trustees. This is a great episode for trustees looking for offshore exposure in their fund, particularly to the fast growing Indian economy. Compound your wisdom!      

EON speak to Simon Shields from Monash Absolute Return Listed Investment Company about some of the strategies they adopt to produce sustainable positive returns for their investors. An enviable 5 year track record of greater than 14% per annum highlights their success. We discuss some of their long positions and how they identify the right opportunities, we talk about how one of their current short positions was identified, how Monash profit from pairs trading and anomalies in the market that present opportunities to add alpha. This is a great episode for anyone interested in how Absolute Returns can add alpha to SMSF portfolio's and how owning a Listed Investment Company like Monash can add diversification to your Self Managed Super Fund. Compound your wisdom!