show episodes
 
We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
 
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show series
 
In this episode I have the pleasure of talking to Tim Gregory, Senior Fund Manager of the Vermeer Global Fund. We discuss: How Tim entered the Fund Management industry, what drew him to the stock market and his advice to graduates entering the industry. His early influencers, how the veteran fund manager Bill Mott took Tim ‘under his wing’, and how…
 
A teaser for the first episode of a new series - The Art of Investment. We’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a s…
 
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…
 
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 Ch…
 
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 di…
 
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 Portfo…
 
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 procrast…
 
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 differe…
 
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 …
 
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 discipl…
 
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 …
 
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 …
 
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…
 
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 Austr…
 
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 Pl…
 
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…
 
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 th…
 
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 alloc…
 
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 i…
 
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…
 
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 opportun…
 
EON speak to Tim Bradbury from MSCI about the evolving Exchange Traded Fund market. There is a wave of new ETF's appearing in the exchange which can add alpha to your portfolio. We go discuss the pro's & con's, how you can benefit and which ETF's work for your situation. This is an episode not to be missed for anyone investing in listed securities.…
 
EON speak to Miriam Sandkuhler from Property Mavens about the 7 Mistakes SMSF Property Investors make. Miriam is a successful property investor and Property Advocate. She has experience in advising SMSF trustees on which properties to buy to meet their needs. We have an in depth discussion on the 7 mistakes and the steps you can take to avoid them.…
 
EON Financial Group bring you the important changes announced inthe budget on superannuation and their impact of Self ManagedSuper Fund trustees. The budget has made some significant changes tosuperannuation. We present the changes made, the impact onyour fund and strategies to benefit from the changes. Changes include: 1) Concessional Contribution…
 
EON speak to Chad Slater from Morphic Asset Management on the changing investment environment since the start of the year. We talk the current state of the market, their expectations for the year ahead, some identifiers for changing market conditions, their view on Woolworths and the importance of a decent exposure to international markets for SMSF…
 
EON speak to Rob Hay from Westpac warrants about the newly listed Vanilla Instalment Equity Warrant. The VIEWs offer higher leverage and shorter time frame than the traditional Self Funding Instalment Warrants from Westpac. This typically provides a higher yield with increased risk if the stock moves against the owner.As with all warrants it is imp…
 
EON Financial Group bring you snippets of the best episodes of 2015. 2015 On the Record provides a great introduction to the podcast and the quality of guests. The podcast is one example of the philosophy of EON Financial Group's commitment to learn to help us produce better results for our clients and the continuous improvement required to be succ…
 
EON speak to Mark Mazzarella an analyst at APN Property Group about the advantages of AREITs to produce income for your SMSF, why AREITs have been such great performers over the years and the lower cost of entry when compared to direct property ownership.This is a great episode for all trustees. The need for income is high once you start the retire…
 
EON speak to Dave Gedeon from NASDAQ and Vinnie Wadhera from Betashares about the newly listed NASDAQ 100 ETF listed on the ASX.The NASDAQ 100 is an index Australian investors should consider for diversification away from the Financial, Resource and Energy heavy ASX. The NASDAQ 100 has virtually no exposure to these sectors and provides exposure to…
 
EON speak to Mike McNamara from Strategic Buyers Agent about buying an established property for investment purposes. Mike talks about why you should consider a buyers advocate rather than choosing the property yourself. There is a cost for using a buyers advocate. The questions I want answered on the podcast centre on the value created by buyers ad…
 
EON speak to Douglas Isles from Platinum about their Platinum Asia Listed Investment Company. For patient investors Asia represents a great opportunity to grow wealth in the fast growing region in the world. The difficulty for most investors is finding the right opportunities at the right price. Platinum have a strong track record with their Asia F…
 
EON Speak to Rod Leembruggen from Capital Claims about the benefits of claiming depreciation against your property assets.The podcast is equally beneficial for trustees fund and personal assets. The importance of claiming non cash items to improve your overall return cannot be understated.Essential listen for trustees that own a property in their f…
 
EON speak to John Periera from India Fund about the opportunity investing in India provides SMSF trustees. The Listed Investment Company will invest in equities and bonds, providing a good example of how a professional manager plans to manage risk in their portfolio. We discuss why you should invest in India, where the opportunities are likely to b…
 
EON speak to Rob Hay from Westpac Specialist Investment Solutions about Self Funding Instalment Warrants.Self Funding Instalment Warrants can be used by trustees for leveraged long term exposure to listed companies and Exchange Traded Funds. The advantages of Self Funding Instalment warrants include increased exposure for your portfolio, no margin …
 
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