Welcome to the latest issues of Investment Intel: Australia where we provide the latest news and insights on the Australian market, specifically for Asia-based investment managers.

If you have any feedback on this newsletter or would like to know more about the services provided by APAC Financial Services, please let me know.

Best wishes,

David Thomas
APAC Financial Services
Email: davidthomas@apacfinancialservices.com

Current News and Insights

Aware Super is pioneering new investment strategies like using futures clearing for currency trading and optimising margin usage to reduce risk and increase returns as the fund seeks further growth. The $170 billion super fund currently manages 70% of its assets externally. Read more here...

The latest data reveals that SMSFs continue to thrive, with almost 612,000 funds holding $885 billion in assets, favouring investments in shares, cash, trusts, and property; although their share of total superannuation assets has slightly decreased, SMSFs continue to show stability and longevity in the evolving financial landscape. Further details can be found here...

A new report ranks HUB24 as the top full-function platform, followed by Netwealth, while also noting Praemium, BT Panorama, and Mason Stevens for their superior functionality. The report also noted that platforms have expanded investment options, as well as increased investment in education, support, and cybersecurity. Further information can be found here...

All three ratings agencies – S&P, Fitch ad Moody’s - have assigned Australia a AAA credit rating. More information can be found here...