International share funds can have a nasty tax sting

Article Abstract:

The tax regulations for international share funds are discussed. Tax issues are particularly significant for people using borrowed money to invest in international funds and for those selecting US-based mutual funds instead of Australia-based managed funds.

Taxation, Investment companies

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Shades of Soros maybe, but it could be a profitable each-way bet: 'lower risk' hedge funds are emerging in an increasingly uncertain investment climate

Article Abstract:

A number of Australian fund managers are seeking to convince private investors of the potential advantages of 'lower-risk' hedge funds. It is widely believed that hedge funds are risky investments, but some hedge fund strategies can actually bring less risk than ordinary share funds.

Analysis, Hedge funds

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Cost savings for big investors

Article Abstract:

Investors are being shortchanged when investment advisers direct them toward retail funds without explaining the possible cost savings of wholesale funds. Investors pay a higher annual management fee for retail (expressed in percentage of net asset value): 2.26% compared to only 0.76% for wholesale. Investment advisers receive no commission on wholesale funds, as they do on retail. Retail funds have entry fees and wholesale funds do not. The cost of entering the wholesale market is not as steep anymore. Initial investments are now as low as $100,000.

Australia, Open-End Investment Funds, Investment Funds & Trusts, Investment advice, Investment Advisory Services, HOLDING AND OTHER INVESTMENT OFFICES, Finance, Retail industry, Retail trade, Wholesale industry, Wholesale trade, Securities, Investment advisers, Investors

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