Monthly bull & bear market charts

Self-managed super fund (SMSFs) must meet numerous rules in order to benefit from the concessional tax treatment of superannuation. One of the most important of these is for an SMSF to satisfy the three residency tests, that is to be an 'Australian Superannuation Fund' at all times.
In this episode, Tim Mugglestone is joined by Dr Joanna Nash (Realindex) and Martina Yang (BT Investment Solutions) to discuss the benefits that a quantitative strategy can bring to a diversified strategy. Joanna provides some unique insights into the approach taken by Realindex in the Australian Equity environment and provides an outlook for the value based approach.
There is plenty of speculation around when the Reserve Bank (RBA) will hike the cash rate. Wages growth is a key piece in the monetary policy puzzle and is being watched closely by economists and the RBA alike.


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Information current as at 15 June 2020. © Westpac Financial Services Limited 2020.